Pantheon Macroeconomics

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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

Please use the filters on the right to search for a specific date or topic.

China's exports not as strong as the headline suggests. Japan's core machine orders probably fell last month. Commodities are pulling Japan's PPI out of deflation Kelvin Lam (Senior China+ Economist)

May 2025 - China+ Chartbook

- CHINA MORE RESPONSIVE TO FALTERING GROWTH THIS YEAR
- JAPAN’S STUMBLING GROWTH A REASON FOR BOJ CAUTION
- BOK SET TO RESUME RATE CUTS IN MAY

Kelvin Lam (Senior China+ Economist)China+

April 2025 - China+ Chartbook

  • - CHINA DIGS IN AGAINST US TARIFF BARRAGE
  • - JAPAN FACES STAGFLATION RISK; BOJ TO STAND PAT IN 2025
  • - BOK LIKELY TO RESUME RATE CUTS IN MAY

Kelvin Lam (Senior China+ Economist)China+

March 2025 - China+ Chartbook

  • - CHINA CRANKS UP FISCAL SUPPORT; LIKELY MORE TO COME
  • - BOJ SHIFTING TO HAWKISH BIAS AS FOOD INFLATION RISES
  • - KOREA CHIP EXPORTS UNDER COMPETITIVE PRESSURE

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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