Pantheon Macroeconomics

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Asia Key Issues

The Coronavirus Pandemic

Services

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+

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+

5 Jan 2021 Caixin PMI Implies China's Small Firms Due a Further Correction

Caixin PMI Implies China's Small Firms Due a Further Correction

Miguel Chanco (Senior Asia Economist)24th Dec 2020 06:34China+

4 Jan 2021 China PMI Gives Early Warning on Producer and Services Prices

China's official manufacturing PMI was little changed, at 51.9 in December, compared with 52.1 in November.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 06:32China+

17 Dec 2020 The Risk of a Double-Dip in Japan is Rising, due to the Third Covid Wave

Japan's flash Jibun Bank PMIs for December were mixed, but they broadly confirm the significant moderation in GDP growth in the current quarter.

Freya Beamish (Chief Asia Economist)16th Dec 2020 16:40China+

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+

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+

12 May 2020 India's PMIs Show Lockdown Severity, but New Flexibility will Help

India's shocking PMIs for April leave little doubt that the second quarter will be bad enough to result in a full-year contraction in 2020 GDP, even if economic activity...

Freya Beamish (Chief Asia Economist)11th 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+

29 Apr 2020 Japan's Exposed Workers Feel the First Blow from Covid-19

Japan's unemployment rate merely edged up to 2.5% in March, from February's 2.4% rate. It probably will end the year around one percentage point higher, though, with the...

Freya Beamish (Chief Asia Economist)28th Apr 2020 19:10China+

1 Apr 2020 Hold Your Horses... A V-Shaped Recovery in China isn't Secured, Yet

China's official PMIs for March surprised well to the upside, cheering markets across Asia.

Freya Beamish (Chief Asia Economist)31st Mar 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+

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+

25 Mar 2020 The Plunge in Japan's Services PMI Confirms a Recession is Underway

If Japan's flash PMIs for March are a sign of things to come, then the government really should get moving on fiscal stimulus.

Freya Beamish (Chief Asia Economist)24th Mar 2020 19:10China+

21 Feb 2020 China Credit Numbers are not Bad, but Pre-date Covid-19

Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the...

Freya Beamish (Chief Asia Economist)20th Feb 2020 18:10China+

13 Feb 2020 Japan's M2 Still Points to a Growth Slowdown, Regardless of the Virus

Japan's money and credit data have shown signs of life in recent months, but that's all set to change quickly, due to the disruptions caused by the outbreak of the...

Freya Beamish (Chief Asia Economist)12th Feb 2020 18:10China+

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