Pantheon Macroeconomics

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Asia Key Issues

The Coronavirus Pandemic

Profits

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+

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+

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+

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+

28 Apr 2020 No Bazooka from the BoJ, but More Support for Firms and Banks

The Policy Board of the Bank of Japan stepped up its Covid-19 liquidity relief measures yesterday, while retaining its main policy settings--namely, the -0.10% balance rate...

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

30 Mar 2020 Industrial Profits Data Complete China's Grim Start to 2020

Industrial profits in China collapsed by 38.3% year- over-year in the first two months of 2020, making December's 6.3% fall look like a minor blip.

Freya Beamish (Chief Asia Economist)29th Mar 2020 19:10China+

7 Feb 2020 Coronavirus Could be near-$100B Hit to Chinese GDP in Q1

Nobody knows the damage China's virus- containment efforts will have on GDP, and we probably never will, for sure, given the opacity of the statistics.

Freya Beamish (Chief Asia Economist)6th Feb 2020 18:10China+

6 Feb 2020 Korea's Trade Data for January Show a Modest Virus Hit, For Now

Korea's trade data for January provided the first real glimpse of the potential hit to international flows from the disruptions caused by the outbreak of the coronavirus.

Freya Beamish (Chief Asia Economist)5th Feb 2020 18:10China+

5 Feb 2020 BoJ Reaction to the Coronavirus Could Damage Activity, Perversely

We've previously highlighted the pro-cyclical elements of the BoJ's framework, but it's worth repeating, when an economic shock comes along.

Freya Beamish (Chief Asia Economist)4th Feb 2020 18:10China+

4 Feb 2020 Early PBoC Rate Cut Confirms Official Worry Over Virus fallout

The PBoC yesterday cut its 7-day and 14-day reverse repo rate by 10bp, to 2.40% and 2.55% respectively, while injecting RMB 1.2T through open market operations.

Freya Beamish (Chief Asia Economist)3rd Feb 2020 18:10China+

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