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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.
China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target
China's new property market policies will provide only a modest demand lift
In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: China’s insufficient demand and over capacity continue to weigh on producer prices
In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus
In one line: China's FX reserves rose more than expected in September
In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates
In one line: China’s manufacturing downturn persists amid weak demand
In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated
Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction
Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut
Japanese manufacturers' sentiment is steady
Korean underlying export growth remains strong
Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes
Japan's flash PMIs show mixed performance
14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts
PBoC official hints that RRR cut will be the next move
BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged
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