Pantheon Macroeconomics

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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.

construction PMI

China+ Datanote: Official Non-Manufacturing PMI, China, November

In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity. 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, November

In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, November

PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 December 2024: Rising demand buoys Caixin and Korean PMIs

China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, November

Flash manufacturing PMI was hit by falling output, despite an improvement in export orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 November 2024: Japan's headline inflation falls

Japan's headline inflation falls only thanks to energy subsidies
Flash manufacturing PMI weakens

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, October

In one line: China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, Korea, October

In one line: Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 November 2024

China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Korea’s export momentum wanes in October amid despite semiconductor boost

Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, October

China’s existing stimulus produces initial results, as state sector heeds strong policy signals 

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 October 2024: China's stimulus lifts manufacturing PMI

China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, October

Flash manufacturing PMI shows weakening demand across the board

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 October 2024: Japan's flash composite PMI emits warning sign

Japan's flash composite PMI emits warning signal 
Flash manufacturing PMI reports weakening demand across the board
Services sector activity cools dramatically

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 September 2024

In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, China, September

In one line: China’s manufacturing downturn persists amid weak demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 October 2024: Korean manufacturing PMI plunges

Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 September 2024: Severe competition drives services price cuts

Severe competition drives services price cuts in China, despite resilient demand

Duncan WrigleyChina+

China+ Datanote: Caixin manufacturing PMI, China, August

Caixin headline manufacturing index makes only minor revival, dragged by sinking new export orders 

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,