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.
Chartbook Daily Monitor
- Japan’s Q3 GDP shrank, hit by weaker net exports, a slower inventory rise and falling residential investment.
- The government aims to secure a larger supplementary budget than in 2024, leading to bond-market worries.
- The diplomatic spat with China over Taiwan could put a 0.3pp dent in GDP growth if Chinese tourism stops.
- China has been steadily strengthening its position in global maritime and logistics networks.
- It stands to benefit from an operational Northeast Passage, reinforcing its ambitions in global logistics.
- China plans to strengthen its aviation industry, making its own aircraft and expanding its airline market share.
- Festive demand lift ed consumers out of deflation, but it won’t stick without stronger underlying demand.
- PPI deflation moderated, but deeper manufacturing deflation shows China is not fully out of the woods.
- The inflation trajectory hinges on the economic recovery, stimulus strength and anti-involution progress.
- China’s household saving rate has fallen, implying greater readiness for consumption spending...
- ...But not by enough to make up for the slump in residential sales since 2019; no wonder demand is soft.
- The October RatingDog services PMI reports efficiency gains; good for profits, but bad for jobs short term.
- The Xi–Trump meeting in Korea marked a watershed shift in negotiating power between the US and China.
- The RatingDog manufacturing PMI eased, similar to the NBS, on weak demand both at home and abroad.
- China is betting on powering growth by both expanding consumption and maintaining its export prowess.
