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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

CHINA+ DATA WRAP 14 October 2024

In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 October 2024

In one line: China's FX reserves rose more than expected in September

Kelvin Lam (Senior China+ Economist)China+

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 27 September 2024

In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, September

Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 October 2024: Steady sentiment among Japanese large manufacturers

Japanese manufacturers' sentiment is steady

Korean underlying export growth remains strong

Duncan WrigleyChina+

China+ Datanote: Politburo, China, September

Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support

Duncan WrigleyChina+

China+ Datanote: MLF Rate, China, September

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 September 2024: MLF rate cut as expected

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 September 2024: PBoC launches broad support package

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

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, September

14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts

Duncan WrigleyChina+

China+ Datanote: LPRs, China, September

PBoC official hints that RRR cut will be the next move

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 September 2024: BoJ holds steady

BoJ holds steady as Japan's national inflation rises modestly
China's LPRs unchanged

Duncan WrigleyChina+

September 2024 - China+ Chartbook

  • -CHINA TOUGHING IT OUT, HELPED BY RESILIENT EXPORTS
  • - BOJ INSISTS ON ITS READINESS TO RAISE RATES
  • - BOK COULD DELAY RATE CUT, ON HOUSING DEBT WORRIES

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 September 2024: Activity losing steam

Domestic demand fades in August, with fiscal policy slow to gain traction

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, August

Government bond surge props up broad credit growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 September 2024

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, August

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: FX Reserves, China, July

In one line: China’s foreign reserves climb in August amid weakening dollar and falling treasury yields

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,