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.

Caixin Manufacturing PMI

PM Datanote: PPI, China, July

Producer deflation set for only modest improvement in H2

Duncan WrigleyChina+

China+ Datanote: Manufacturing PMI, Korea, July

Korea’s manufacturing activity continues to grow in July, but at a slower pace

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, July

Caixin PMI shows shrinking manufacturing activity for the first time in 9 months on extreme weather 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 August 2024

In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Official Manufacturing PMI, China, July

China's official PMIs point to stagnating manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 July 2024: BoJ raises the policy rate

BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand

Duncan WrigleyChina+

China+Datanote: Flash Manufacturing PMI, Japan, July

Japan’s manufacturing sector is buffeted by auto safety inspections scandal  

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 July 2024: Japan's flash manufacturing PMI falls

Japan's flash manufacturing PMI hit by auto safety scandal
Services sector boost from income tax break likely to prove short-lived

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 July 2024 China's Caixin services activity index slows

China's Caixin services activity index slows during tourism off-season

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 July 2024 Mixed picture for China's manufacturers

Mixed picture for China's manufacturers

Japanese and Korean firms hit by mounting import costs

Korean exports lifted by AI-chip demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 June 2024: Korean WDA 20-day exports forge ahead

Korean WDA 20-day exports forge ahead, thanks to AI chip boom

Japan's consumer inflation ticks up, despite softening flash PMI readings

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 June 2024: Caixin PMI rises; Korean PMI hits two-year high

China's Caixin PMI rises, thanks to robust consumer goods output

Korean manufacturing PMI hits a two-year high

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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