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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.

2 Dec 2022 China+ Monitor

Winter has arrived for the northeast Asian economies, hit by faltering domestic and global demand.

Korean exports declined sharply in November, with dramatic drops in shipments to China and Japan.

Manufacturing PMIs show a broad, synchronised cooling in China, Japan and Korea.

Duncan WrigleyChina+

PM Note: China Caixin PMI November

  • In one line: Caixin PMI confirms broad weakness in demand and output in China, as Covid policy is under the spotlight

Duncan WrigleyChina+

PM Note: Korea Exports November

  • Korean exports reveal pronounced weakness in the northeast Asian economy

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2022: PMIs and Korean Exports Point to Weakness

PMIs and Korean Exports Point to Marked Weakness in Northeast Asian Economies

Duncan WrigleyChina+

1 Dec 2022 China+ Monitor China Seeks Covid Exit Path, as PMIs Show Mounting Pressure

China’s PMIs for November show mounting economic pressure as Covid cases surge.

Supply-chain issues are nowhere near as bad as Q2, as local governments seek to target restrictions.

The services sector is suffering most from pandemic restrictions, though even construction is slowing.

Duncan WrigleyChina+

PM Note: China PMIs November

  • China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 NOVEMBER 2022: China's PMIs Show Mounting Economic Pressure

China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

29 Nov 2022 China+ Monitor Policy-Supported Sectors Outperform in Broad Profit Decline

China’s industrial profits fell faster in October, owing to Covid-related disruptions and soft price trends.

Autos and equipment manufacturing are exceptions; profits are rising thanks to policy support.

Changing Covid policy holds the key to an eventual improvement in broad industrial profits.

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 NOVEMBER 2022: China Industrial Profits Fall Faster

China Industrial Profits Fall Faster, but Equipment Manufacturing is a Notable Exception

Duncan WrigleyChina+

28 Nov 2022 China+ Monitor Tokyo Inflation Speeds up on Food Price Hikes

Tokyo headline CPI accelerated further in November, on the back of food price rises... 

...But the BoJ is likely to view domestic demand as still weak, and so leave monetary policy unchanged. 

China’s RRR cut is mainly about funding fiscal policy to cushion growth, as Covid cases surge again. 

Duncan WrigleyChina+

25 Nov 2022 China+ Monitor The BoK is Stuck Between a Rock and a Hard Place

The BoK hiked the policy rate by only 25 basis points, concerned about growth as well as inflation. 

Governor Rhee would not give a timeline for rate cuts, even as the Bank cut its 2023 growth outlook. 

Japan’s flash PMIs for November indicated a continued economic downturn, after the Q3 GDP fall. 

Duncan WrigleyChina+

PM Note: Korea BoK Policy Rate November

  • The BoK hikes by only 25 basis points, balancing worries about growth and inflation

Duncan WrigleyChina+

PM Note: Japan Flash PMIs November

  • Japan is caught between rising inflationary pressure and slowing growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2022: The BoK hikes by only 25 basis points

The BoK hikes by only 25 basis points, balancing worries about growth and inflation

Duncan WrigleyChina+

PM Note: Korea 20 Day Exports November

  • Accelerating Decline in Korean Exports Indicates Global Economy is in Poor Shape

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 NOVEMBER 2022: Korean Exports' Decline Accelerates

Accelerating Decline in Korean Exports Indicates Global Economy is in Poor Shape

Duncan WrigleyChina+

22 Nov 2022 China+ Monitor Korean Exports Indicate Global Economy is in Poor Shape

  • Korean 20-day exports fell at a faster rate in November, in a further weakening of global demand.
  • Exports shrank to most major markets, with a dramatic decline in shipments to China.
  • China’s one-year loan prime rate was unchanged, as the PBoC relied on targeted liquidity measures.

Duncan WrigleyChina+

21 Nov 2022 China+ Monitor Japanese Inflation is Picking up on Higher Import Costs

  • Japanese headline CPI rose sharply in October, on the back of food price hikes...
  • ...But the BoJ is likely to keep monetary policy loose, expecting core inflation to wane in fiscal year 2023.
  • The PBoC warned about future inflationary risk in China, as bond markets responded to policy shifts.

Duncan WrigleyChina+

PM Note: Japan CPI October

  • Japan's CPI Inflation Jumps on Food Price Hikes

Duncan WrigleyChina+

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