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.
- Korean 20-day exports extended their decline in March, dragged down by weak global demand.
- Export growth slowed to all of Korea’s major markets, indicating a broad slowdown.
- Falling demand for work-at-home devices continues to hit the Korean electronics sector.
Duncan WrigleyChina+
Accelerated Decline in Korean 20-Day Exports Indicates Cooling Global Demand
Duncan WrigleyChina+
- China’s credit growth in January/February was led by borrowing by policy-sensitive sectors.
- Initial signs of property sector improvement hint at a gradually broadening recovery.
- The RRR cut is likely meant to keep credit growth ticking over, rather than to bring down rates.
Duncan WrigleyChina+
- China Keeps Lending Rates on Hold, Monitoring the Recovery
Duncan WrigleyChina+
China Keeps Lending Rates on Hold, Monitoring the Recovery
Duncan WrigleyChina+
- Headline home sales value grew in January/February, for the first time since mid-2021.
- Top developers are outperforming the rest, as buyers prefer firms that are likely to complete presale units.
- Residential new starts are lagging completions, while overall construction activity is likely to lag sales.
Duncan WrigleyChina+
- China’s new and existing home prices rose in February, in a sign of returning market confidence...
- ...But the overall housing market recovery is likely to be gradual, with wide regional disparities.
- Japanese export growth was held back by weak global demand in February.
Duncan WrigleyChina+
Chinese Home Price Uptick Signals the Start of a Gradual Recovery
Duncan WrigleyChina+
- China’s moderate reopening rebound has begun to take shape in the first two months of the year.
- Consumer services and infrastructure and manufacturing investment are leading the revival.
- Policymakers are reserving support for later in the year, in case the demand recovery falters.
Duncan WrigleyChina+
China's FAI Growth Beats Expectations as Local Governments Front-load Support
Duncan WrigleyChina+
- China’s new premier, Li Qiang, signalled policy continuity, with domestic growth top of the agenda.
- The reappointments of PBoC Governor Yi Gang and Finance Minister Liu Kun also indicate continuity.
- Financial regulator reform is likely intended to reduce regulatory arbitrage possibilities.
Duncan WrigleyChina+
- The BoJ left easy monetary policy settings on hold at Governor Kuroda’s final board meeting.
- he new governor, Mr. Ueda, has said that easy policy is appropriate for the sluggish domestic economy.
- But mounting currency pressure probably will force the BoJ to adjust the yield control curve policy again.
Duncan WrigleyChina+
- Credit acceleration reflects front-loaded policy support
Duncan WrigleyChina+
- The BoJ Keeps Easy Policy Settings on Hold at Governor Kuroda's Last Meeting
Duncan WrigleyChina+
The BoJ Keeps Easy Policy Settings on Hold at Governor Kuroda's Last Meeting
Duncan WrigleyChina+
- Chinese consumer inflation slowed in February, asdemand fell back after holiday spending.
- Food prices also cooled on plentiful supply, owing to unseasonably warm weather.
- Producer prices continued to fall in February, as supply rebounded faster than demand.
Duncan WrigleyChina+
Chinese Inflation Slows, After the Release of Pent-up Demand over the Holiday
Duncan WrigleyChina+
- Chinese exports kept falling in January/February, due to the Lunar New Year and Covid exit waves.
- Exports are likely to remain weak this year, in view of soft global demand.
- The Work Report hints at a new market reform push through CPTPP accession efforts.
Duncan WrigleyChina+
