China+ Publications
Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 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
- -CHINA TOUGHING IT OUT, HELPED BY RESILIENT EXPORTS
- - BOJ INSISTS ON ITS READINESS TO RAISE RATES
- - BOK COULD DELAY RATE CUT, ON HOUSING DEBT WORRIES
Kelvin Lam (Senior China+ Economist)China+
- - CHINA’S WEAK DOMESTIC DEMAND JUSTIFIES MORE STIMULUS
- - JAPAN’S Q2 GDP EVIDENCES A WAGE-PRICE SPIRAL
- - BOK TO CUT IN OCT AS BASE CASE; NOV CUT A POSSIBILITY
Kelvin Lam (Senior China+ Economist)China+
- - CHINA’S Q2 SLOWING JUSTIFIES MORE TARGETED STIMULUS
- - JAPAN’S FALTERING GROWTH GIVING BOJ A HEADACHE
- - BOK UNLIKELY TO MOVE EARLY, GIVEN CHIP EXPORT BOOM
Duncan WrigleyChina+
- - CHINA’S ACTIVITY TICKING OVER ENOUGH
- - BOJ SIGNALS BOND BUYING TO SLOW
- - STRONG EXPORTS ALLOW BOK’S MORE HAWKISH STANCE
Kelvin Lam (Senior China+ Economist)China+
- - CHINA GETS SERIOUS ABOUT PROPERTY SECTOR SUPPORT
- - BOJ CAUGHT BETWEEN A ROCK AND A HARD PLACE
- - BOK LIKELY TO DELAY RATE RISE AMID EXPORT BOOM
Duncan WrigleyChina+
- - CHINA’S RECOVERY MAKING HEADWAY
- - JPY PRESSURE GIVING THE BOJ A HEADACHE
- - STRONG EXPORTS LIFT KOREAN GROWTH
Kelvin Lam (Senior China+ Economist)China+
CHINA+ OUTLOOK
- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS
Duncan WrigleyChina+
