Pantheon Macroeconomics

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Asia Key Issues

The Coronavirus Pandemic

Housing Supply

12 Jan 2021 Services Inflation is About to Stage a Recovery, Repairing Margins

Services Inflation is About to Stage a Recovery, Repairing Margins

Freya Beamish (Chief Asia Economist)11th Jan 2021 18:10China+

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)23rd Dec 2020 18:10China+

1 Dec 2020 More Questions than Answers after India's Hefty Q3 GDP Rebound

India's GDP report for the third quarter surprised to the upside, with the year-over-year contraction moderating significantly to -7.5%, from -23.9% in Q2.

Miguel Chanco (Senior Asia Economist)30th Nov 2020 18:10China+

30 Nov 2020 Enjoy the Roller-Coaster in Chinese Industrial Profits, It Won't Last Long

China's industrial profits data for October are a taste of what the silly season for economic data will look like for the first quarter of 2021.

Miguel Chanco (Senior Asia Economist)29th Nov 2020 18:10China+

17 Nov 2020 The Third Virus Wave and the Weak Jobs Market Threaten Japan's Q4

Japan's economy grew by 5.0% quarter-on-quarter in Q3, recouping just over half of the revised 8.2% contraction in Q2.

Miguel Chanco (Senior Asia Economist)16th Nov 2020 18:10China+

16 Nov 2020 The Door Just Shut for a December RBI Cut, Easing Will Resume in Q1

CPI inflation in India rose unexpectedly in October to 7.6%, from 7.3% in September, putting the final nail in the coffin for a potential RBI rate cut next month.

Miguel Chanco (Senior Asia Economist)15th Nov 2020 18:10China+

13 Nov 2020 Japan's Sturdy Q3 GDP Rebound will be a Tough Act to Follow

Japan's GDP report for the third quarter, due on Monday, is likely to show that the economy rebounded by 5.2% quarter-on-quarter, following the 7.9% collapse in Q2.

Miguel Chanco (Senior Asia Economist)12th Nov 2020 18:10China+

10 Nov 2020 China's Exporters will Soon Hit a Covid-19 Speedbump

October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.

Miguel Chanco (Senior Asia Economist)9th Nov 2020 16:00China+

27 Oct 2020 Japan is Trying to "Live with Covid", but Spending is Hitting a Ceiling

Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 19:10China+

10 June 2020 Collapse in Overtime Hours and Pay in April is Damning for Japan's Q1

Private consumption in Japan will take time to recover, even if some semblance of normality returns from this month.

Miguel Chanco (Senior Asia Economist)9th Jun 2020 17:10China+

9 June 2020 Have Chinese Exports Avoided the Worst of the Covid Hit to Trade

China's trade surplus jumped to a record high in May, defying expectations for a fall by spiking to $69.2B.

Miguel Chanco (Senior Asia Economist)8th Jun 2020 19:10China+

28 May 2020 Expect a Drop in India's Q1 GDP, the Early Virus Hit was Sizeable

The early damage in India from Covid-19 and the nationwide lockdown likely was significant enough to hammer the GDP report for the first quarter, due tomorrow.

Freya Beamish (Chief Asia Economist)27th May 2020 19:10China+

19 May 2020 Japan's Q1 Contraction was Just a Taster, the Q2 Hit will be Worse

Japan's economy contracted by 0.9% quarter-on- quarter in Q1, following a downwardly-revised 1.9% plunge in the previous quarter.

Freya Beamish (Chief Asia Economist)18th May 2020 19:10China+

15 May 2020 Japan's H1 GDP will be Horrible, Spread of Damage is Less Certain

Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.

Freya Beamish (Chief Asia Economist)14th May 2020 19:10China+

14 May 2020 Korea's Stable Unemployment Rate Belies the Ongoing Virus Hit to Jobs

Korea's unemployment rate was unchanged in April, at 3.8%, beating even our below-consensus forecast for only a minor uptick, to 3.9%.

Freya Beamish (Chief Asia Economist)13th May 2020 19:10China+

Asia 11 May 2020 Ignore China's Sturdy April Exports, Catch-Up can only go so Far

China's export data for April were a mixed bag, to say the least.

Freya Beamish (Chief Asia Economist)10th May 2020 19:10China+

5 May 2020 Covid Outbreak Over, but no Signs of a Turnaround in Korean Surveys

Korea's manufacturing PMI fell for a fourth straight month in April, dropping to 41.6, which is the lowest reading since January 2009.

Freya Beamish (Chief Asia Economist)4th May 2020 19:10China+

27 Mar 2020 India Declares War on Covid-1, an H1 Recession Looks Inevitable

India's government imposed a three-week nationwide lockdown on March 25 to combat the increasingly rapid spread of Covid-19.

Freya Beamish (Chief Asia Economist)26th Mar 2020 19:10China+

26 Mar 2020 China's Covid-19 Crisis Looks Worse than its GFC Hit

Q1 is not over yet, and we still await a lot of important data.

Freya Beamish (Chief Asia Economist)25th Mar 2020 19:10China+

11 Feb 2020 Phase One Trade Deal Trumped the Virus in China's January PPI

The clear threat to demand posed by the coronavirus and China's efforts at containment have sent a shock wave through commodities markets.

Freya Beamish (Chief Asia Economist)10th Feb 2020 18:10China+

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