Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

Asia Key Issues

The Coronavirus Pandemic

The Rental Market

21 Jan 2021 The PBoC Shows its Hand Through its Open Market Operations

In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.

Freya Beamish (Chief Asia Economist)20th Jan 2021 18:00China+

15 Dec 2020 Japan's Punchy Tankan Likely Overstates the Actual Q4 Recovery

Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.

Miguel Chanco (Senior Asia Economist)14th Dec 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+

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+

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+

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+

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+

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+

30 Jan 2020 Coronavirus Raises the Risks of a Technical Recession in Japan

Japan is one of the countries most exposed to economic damage from the coronavirus.

Freya Beamish (Chief Asia Economist)29th Jan 2020 18:10China+

24 Jan 2020 China's Economy is More Exposed to Deadly Disease now, than in 2003

We can't yet know how bad the spread of the coronavirus from the Chinese city of Wuhan will be.

Freya Beamish (Chief Asia Economist)23rd Jan 2020 18:10China+

Latest Video
  Publication Filters

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters
Consistently Right

Access Key Enabled Navigation

Keywords for: Asia Key Issues