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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
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Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output
Money growth is buffeted by corporate deposit outflows
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
China’s producer deflation persistent, despite misleading improvement in headline
Foreign reserves hit by currency valuation effects and equity market outflows
Mixed picture for China's manufacturers
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Tokyo consumer inflation nudged up by the removal of energy subsidies
Korean exports power ahead thanks to AI-chip shipments
Korean WDA 20-day exports forge ahead, thanks to AI chip boom
Japan's consumer inflation ticks up, despite softening flash PMI readings
In one line: China’s loan prime rates left unchanged in June amid record low NIMs for banks
China’s loan prime rates left unchanged in June amid record low NIMs for banks
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
In one line: The BoJ will reveal detailed plans for bond tapering in July’s meeting.
China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales
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