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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

Please use the filters on the right to search for a specific date or topic.

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

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

December 2025 - China+ Chartbook

  • - CHINA SIGNALS 'STEADY AS SHE GOES' POLICY APPROACH
  • - JAPAN'S STEADY WAGE-HIKE OUTLOOK SHOULD NUDGE BOJ
  • - BOK HOPING FOR RESPITE IN KRW PRESSURE

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

PM Datanote: Industrial Profits, China, November

In one line: China’s industrial profit recovery stalled as growth driver weaken in October

PM Datanote: Loan Prime Rates, China, November

In one line: China holds fire on LPR cuts amid banking NIM compression

PM Datanote: Activity Data, China, October

In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts

PM Datanote: Money & Credit, China, October

In one line: China credit growth softens further in October, pointing to ongoing real economy weakness.

PM Datanote: CPI, China, October

In one line: China’s CPI turns positive in October on stronger-than-expected festive demand

PM Datanote: PPI, China, October

In one line: China’s PPI deflation continues to ease in October, with pockets of good news in involuted industries.

PM Datanote: Current Account Balance, China, Q3 (Preliminary)

In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.

PM Datanote: FX Reserves, China, October

In one line: China’s October FX reserves rise unexpectedly on equity inflows despite dollar strength 

PM Datanote: Exports, China, October

In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU. 

PM Datanote: RatingDog Manufacturing PMI, China, October

In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions

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

In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening

China+ Datanote: Official Mfg PMI, China, November

In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.

CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling

RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water






November 2025 - China+ Chartbook

  • - CHINA LIKELY TO FOCUS ON EBBING DOMESTIC ACTIVITY
  • - BOJ DECEMBER RATE HIKE BACK ON THE TABLE
  • - KOREA’S CONSUMER CONFIDENCE REBOUND
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Keywords for: China+ Documents

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