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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.

December

CHINA+ DATA WRAP 6 January 2025: China's Caixin services PMI rises

China's Caixin services PMI rises at year-end, despite sagging export orders and sentiment

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, December

In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 31 December 2024

China's PMI data offers little cause for celebration

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, China, December

In one line: China’s manufacturing growth stabilises at best; more stimulus needed for broader growth

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Tokyo CPI / BoJ Summary of Opinions, Japan, December

Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 December 2024

Korea’s WDA 20-day exports remain steady ahead of Trump inauguration

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Loan Prime Rates, China, December

In one line: China’s commercial banks kept LPRs unchanged in December.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 December 2024

BoJ holds rates in December; Eyes on Ueda for rate path clues

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash PMIs, Japan, December

In one line: Japan’s manufacturing PMI rebounds, Services activity improves ahead of festive season

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 13 December 2024: Central Economic Work Conference (CEWC) 2024, China, December

In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CEWC, China, December

In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Politburo Statement, China, December

In one line: China’s Politburo sets the tone for 2025: "Moderately loose" monetary policy and “more" proactive fiscal plans

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 January 2025: China's Caixin PMI shows slowing growth

China's Caixin PMI shows slowing growth
Korean manufacturing sentiment takes a nosedive

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,