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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.
Efficiency gains help profits but hurt labour demand
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.
In one line: Korean manufacturing activity surged in September on stronger orders and output.
In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.
In one line: Manufacturing sector improved ahead of investment stimulus
In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market
Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's August broad activity cooling likely to prompt additional targeted support
In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: China’s producer prices continue to fall amid involution and weak demand
In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand
In one line: China's producer deflation improvement mainly driven by short-term factors; consumer price fall is due to food prices, with core inflation rising
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