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

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Weekly Monitor Global

14 July 2025 China+ Monitor China's foreign reserves rise due to valuation effects and exports

  • Valuation effects explain 60% of China’s foreign exchange reserves rise in June.
  • A rush to ship exports ahead of the August 12 tariff deadline likely contributed to the rise in reserves.
  • Beijing’s moderate 2030 consumption growth target offers clues about China’s growth strategy.
Duncan WrigleyChina+

7 July 2025 China+ Monitor China's coming supply-side policy shift could help soften deflation

  • Chinese policymakers are seemingly rethinking policy to rein in unbridled competition, after prior false starts.
  • The key is political will—and a plan—to overcome vested interests, both local governments’ and firms’.
  • Getting it right should lead to firmer pricing, stronger profits and less wasted capital investment.
Duncan WrigleyChina+
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Keywords for: China+ Documents

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