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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.

May

CHINA+ DATA WRAP 8 July 2024 Japan's overall wage growth still sluggish

Japan's overall wage growth still sluggish

Improvement narrowly confined to full-time manufacturing workers

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 June 2024: Korean WDA 20-day exports forge ahead

Korean WDA 20-day exports forge ahead, thanks to AI chip boom

Japan's consumer inflation ticks up, despite softening flash PMI readings

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 June 2024: Japan's exports buoyed by US and Chinese demand

Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 June 2024: China activity boosted by equipment upgrades

China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales

Duncan WrigleyChina+

China+Datanote: Money & Credit, China, May

Government bond issuance props up credit creation, as M1 takes a dive 

Duncan WrigleyChina+

China+Datanote: PPI, China, May

In one line: Producer price reflation hastens in May

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 13 June 2024: China's CPI print points to sluggish domestic demand

In one line: China's CPI print points to sluggish domestic demand; Producer price reflation hastens in May

Kelvin Lam (Senior China+ Economist)China+

China+Datanote: FX Reserves, China, May

In one line: China’s FX reserves rebounded in May, driven mainly by valuation effect of exchange rate

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 10 June 2024: China's export growth picks up

Japan's revised Q1 GDP still points to miserable domestic demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 June 2024: China's export growth picks up

China's robust May export growth largely propelled by shipments to ASEAN

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, May

In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 3 June 2024: Caixin PMI rises; Korean PMI hits two-year high

China's Caixin PMI rises, thanks to robust consumer goods output

Korean manufacturing PMI hits a two-year high

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 May 2024: China's NBS PMIs surprised to the downside

Manufacturing activities flounder in May on weakening domestic and external demand

Non-manufacturing PMI stalls as construction activity slow sharply

Japan’s Tokyo inflation accelerates on the back of expiring energy subsidies

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, May

In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.

Kelvin Lam (Senior China+ Economist)China+

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