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.

China+ Datanote: Exports, Korea, November

Korean trade is weaker than the headline export growth figure suggests

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2023: Caixin PMI rises

China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters 

Duncan WrigleyChina+

4 December 2023 China+ Monitor BoK Holds Fast, Worried About Persistently Elevated Inflation

  • The BoK left the policy rate unchanged last week; it raise d its 2024 inflation forecast.
  • The Bank is likely to shift its focus to growth support in 2024 but delay the first rate cut until Q3.
  • Korean export growth rose in November, largely thanks to base effects; trade is still bottoming out.

Duncan WrigleyChina+

China+ Datanote: BoK Policy Decision, Korea, November

The BoK keeps rates on hold

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, November

China's manufacturing PMI is hit by falling demand

Duncan WrigleyChina+

1 December 2023 China+ Monitor Chinese Manufacturing Reports Weakening Demand

  • China’s November manufacturing PMI was hit by fading demand, while output continues to rise.
  • But the weakness is mainly in materials processing, despite rising construction activity...
  • ...Domestic demand for equipment and high-tech manufacturing is growing.

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,