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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Chartbook Daily Monitor Kelvin Lam (Senior China+ Economist)
- China’s quarterly GDP grew a touch faster in Q3, but the headline masks weakness in domestic demand.
- The divergence holds between stronger exports and production, and weaker retail sales and investment.
- China’s Q4 growth hinges on successfully reining in deflation and unclogging local financing bottlenecks.
- Ms. Takaichi’s win in Japan’s LDP leadership election reduces the likelihood of a BoJ hike in October.
- China’s FX reserves rose in September, fuelled by non-valuation effects, such as capital inflows.
- We think USD strength and the Fed’s rate path will be the key drivers of China’s FX reserves into early 2026.
- Korea’s working-day-adjusted export value growth fell sharply in September, partly due to base effects.
- Manufacturing activity grew the most in 13 months, but the US ‘chip content’ tariff renews uncertainty.
- We expect the BoK to cut rates by 25bp in Q4, once financial stability risk from the housing market lessens.
