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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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china Duncan Wrigley

CHINA+ DATA WRAP 16 April 2026: Q1 GDP growth bump likely the high-water mark

In one line: China's lopsided Q1 GDP growth bump likely the year's high-water mark

17 April 2026 China+ Monitor All that glitters is not gold: China's flawed Q1 GDP print

  • China’s GDP growth rose to 5.0% in Q1, but it was highly dependent on robust exports...
  • ...Which are likely to slow as the oil price shock hits global growth.
  • Real household spending slowed and underlying consumption activity remains sluggish.

PM Datanote: Money & Credit, China, March

In one line: Private sector credit showing early but uneven improvement 

14 April 2026 China+ Monitor China's credit data indicates areas of stronger activity

  • China’s March credit data, albeit soft overall, points to a tentative private credit revival in select areas.
  • Rising pre-existing home sales likely drove mortgage demand; bottoming out is happening albeit slowly.
  • Policy-driven infrastructure investment probably supported improving underlying corporate credit.

PM Datanote: Foreign Reserves, China, March

In one line: China’s big drop mainly due to global market volatility, rather than domestic economy

PM Datanote: NBS Manufacturing PMI, China, March

In one line:  China’s manufacturing PMI buoyed by post-holiday seasonality; oil price shock hits input prices

CHINA+ DATA WRAP 31 March 2026: China's manufacturing activity resilient

In one line: China's manufacturing activity resilient, despite jump in energy-related costs

CHINA+ DATA WRAP 16 March 2026: China's activity data improves in Jan-Feb

China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand

CHINA+ DATA WRAP 9 March 2026: Consumer inflation gets holiday bump

In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge



CHINA+ DATA WRAP 5 March 2026: China's lower growth target

In one line: China's lower growth target signals priority for structural adjustment over short-term growth




CHINA+ DATA WRAP 24 February 2026: LPRs unchanged

In one line: LPRs unchanged, with China relying on fiscal policy to support growth


CHINA+ DATA WRAP 13 February 2026: Hints of a coming property policy shift

In one line: Hints of shifting property market policy, as prices extend their decline

CHINA+ DATA WRAP 4 February 2026: RatingDog services PMI posts a modest gain

In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality

CHINA+ DATA WRAP 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,