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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.

China PMI

CHINA+ DATA WRAP 27 August 2024

Stagnant profit growth amid China's sluggish demand and ample capacity

China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF, China, August

In one line: China’s MLF rate was unchanged as expected

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, August

In one line: Japan’s manufacturing activity shrinks at a slower pace in August, thanks to improvement in output and employment

Kelvin Lam (Senior China+ Economist)China+

August 2024 - China+ Chartbook

  • - CHINA’S WEAK DOMESTIC DEMAND JUSTIFIES MORE STIMULUS
  • - JAPAN’S Q2 GDP EVIDENCES A WAGE-PRICE SPIRAL
  • - BOK TO CUT IN OCT AS BASE CASE; NOV CUT A POSSIBILITY

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, August

In one line: China’s loan prime rates unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 August 2024

China’s LPRs unchanged in August as banking NIM at record low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 August 2024

Slowing industrial production highlights China’s slumping property sector and rising trade frictions 

China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth

Fixed investment falters amid infrastructure slowdown and weak private investment  

China’s property sales activity and price growth remain weak

PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month

Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, July

In one line: China’s TSF data suggest weak demand for loans in the real economy

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: PPI, China, July

Producer deflation set for only modest improvement in H2

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 August 2024: Food inflation lifts China's consumer inflation

China's consumer inflation buoyed by seasonal food inflation, rather than demand
Producer deflation extends decline amid oversupply

Duncan WrigleyChina+

China+ Datanote: Exports, China, July

In one line: China's July exports disappoint market expectations

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, July

In one line: China’s foreign reserves rise on positive currency and asset valuation effects

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 August 2024

In one line: China's July export growth falls short of expectations amid slowing momentum

Kelvin Lam (Senior China+ Economist)China+

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+

PM Datanote: Politburo calls for incremental policy measures

Politburo calls for incremental policy measures, but no bazooka

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,