Pantheon Macroeconomics

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Asia Key Issues

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13 Jan 2021 China's 2020 GDP Number Likely will see Significant Revisions

China's 2020 GDP Number Likely will see Significant Revisions

Freya Beamish (Chief Asia Economist)12th Jan 2021 18:00China+

7 Jan 2021 China's Services Sector is Ahead of the Curve

China's services sector has come back strongly from the pandemic.

Freya Beamish (Chief Asia Economist)6th Jan 2021 18:00China+

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+

22 Dec 2020 The PBoC is Comfortable with its Policy Settings

The PBoC is rounding out 2020 remaining neutral in interbank markets.

Miguel Chanco (Senior Asia Economist)21st Dec 2020 18:10China+

16 Dec 2020 China's Q4 Recovery has Wavered Only Slightly, Thanks to Consumers

Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 16:20China+

11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

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

10 Dec 2020 The PBoC Never Cared much about Food Prices... this Won't Change

CPI inflation in China has fallen below zero for the first time since 2009, but we highly doubt that this will spook the PBoC.

Miguel Chanco (Senior Asia Economist)9th Dec 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+

26 Nov 2020 More Evidence of Japan's Stalling Recovery, as Downside Risks Mount

The recovery in private consumption in Japan is showing clear signs of stalling.

Miguel Chanco (Senior Asia Economist)25th Nov 2020 18:10China+

25 Nov 2020 No Turnaround on the Horizon for Cooling Property Prices in China

Property prices in China continued to cool in October, as pressure remains on developers to avoid being caught out by the government's "three red lines" against...

Miguel Chanco (Senior Asia Economist)24th Nov 2020 18:10China+

20 Nov 2020 India's Q3 GDP Rebound will be a Very Hard Act to Follow

India's GDP report for the third quarter, due a week from today, is likely to show that the year- over-year downturn moderated significantly to -9%, from -24% in Q2.

Miguel Chanco (Senior Asia Economist)19th Nov 2020 18:10China+

18 Nov 2020 Industrial Production Growth in China has Peaked

Industrial production growth in China surprised to the upside in October, remaining stable at September's nine-month high of 6.9% year-over-year.

Miguel Chanco (Senior Asia Economist)17th Nov 2020 18:10China+

30 Oct 2020 Expect the BoJ to Extend its Covid Support Measures in March

The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.

Miguel Chanco (Senior Asia Economist)29th Oct 2020 13:10China+

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+

18 Sept 2020 The Bank of Japan Still has Plenty of Room to Expand Covid Support

The Policy Board of the Bank of Japan yesterday kept its main settings unchanged, as widely expected. In another 8-to-1 vote, members maintained the policy balance rate and the...

Miguel Chanco (Senior Asia Economist)17th Sep 2020 19:10China+

28 July 2020 Supply-Side Indicators Paint a Grim Picture of Japan's Second Quarter

The downturn in Japan's all-industry activity index slowed in May to -3.5% month-on-month, from April's significantly revised 7.6% plunge.

Miguel Chanco (Senior Asia Economist)27th Jul 2020 19:10China+

8 June 2020 Diving into China's Uneven Bounce, and India's Evolving Covid Strategy

China's post-Covid-19 economic recovery is becoming increasingly undeniable. But the more relevant questions now are the speed of its revival, and whether there are still any...

Miguel Chanco (Senior Asia Economist)7th Jun 2020 19:10China+

27 May 2020 Japan's April Activity Likely Dropped off a Cliff, How Bad was it

Japan's all-industry activity index dropped by 3.8% month-on-month in March, worse than the 0.7% slip in February.

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

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