Pantheon Macroeconomics

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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.

Property Prices

CHINA+ DATA WRAP 15 November 2024: China's October activity data show promise

Trade-in subsidies lift retail sales of autos and consumer goods 
Residential sales stabilise
Manufacturing output making steady progress

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 October 2024: China's GDP growth picked up in Q3

China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target

Duncan WrigleyChina+

China+ Datanote: China's new property policies will provide only a modest lift

China's new property market policies will provide only a modest demand lift 

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 September 2024: PBoC launches broad support package

PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes 
Japan's flash PMIs show mixed performance

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 September 2024: Activity losing steam

Domestic demand fades in August, with fiscal policy slow to gain traction

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 August 2024

Slowing industrial production highlights China’s slumping property sector and rising trade frictions 

China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth

Fixed investment falters amid infrastructure slowdown and weak private investment  

China’s property sales activity and price growth remain weak

PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month

Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 July 2024: Chinese GDP misses expectations

Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output

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+ DATA WRAP 17 May 2024; China activity - retail sales slow

China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today

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,