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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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Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand
Overall credit growth still relatively sturdy, thanks to robust government bond issuance
Credit growth propped up by government bond issuance, but sagging long-term corporate loans bode ill for investment
In one line: China's credit demand from the real economy slows to two-decade low
In one line: China's credit growth slows to historic lows amid muted household and business loan demand
Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,