China+ Publications
Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep
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- Chinese policymakers are seemingly rethinking policy to rein in unbridled competition, after prior false starts.
- The key is political will—and a plan—to overcome vested interests, both local governments’ and firms’.
- Getting it right should lead to firmer pricing, stronger profits and less wasted capital investment.
- The HKMA intervened again on Wednesday to defend the currency peg, which has been in place since 1983.
- The LERS is a double-edged sword: Hong Kong loses monetary policy freedom but gains stability.
- Any talk of re-pegging the HKD is premature; China and HKSAR are not yet an Optimal Currency Area.
China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions
- The Caixin PMI rebounded more strongly than the official manufacturing index in June…
- …Deflation pressures are festering, however, likely forcing regulatory curbs on excessive competition.
- Korea’s manufacturing PMI is starting to rise from its sickbed, now the election has reduced political risk.
- The PBoC on Friday hinted it saw less need for a near- term monetary policy boost than three months ago.
- The June official manufacturing PMI improved, thanks to policy support and an easing in tariff tensions.
- The construction PMI ticked up at last, but it’s too soon to celebrate; the hard data pointed to slowing.
