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.

22 Mar 2023 China+ Monitor Synchronised Decline in Korean Exports Indicates Broad Weakness

  • 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+

PM Data Note: 20-Day Exports, Korea, March

  • Accelerated Decline in Korean 20-Day Exports Indicates Cooling Global Demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 MARCH 2023: Accelerated Decline in Korean 20-Day Exports

Accelerated Decline in Korean 20-Day Exports Indicates Cooling Global Demand

Duncan WrigleyChina+

21 Mar 2023 China+ Monitor China's Credit Demand is Narrowly Based at this Stage of Recovery

  • 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+

PM Data Note: PBoC Policy Decision, China, March

  • China Keeps Lending Rates on Hold, Monitoring the Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 MARCH 2023: China Keeps Lending Rates on Hold

China Keeps Lending Rates on Hold, Monitoring the Recovery

Duncan WrigleyChina+

20 Mar 2023 China+ Monitor China's Housing Market is Starting to Turn Around

  • 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+

17 Mar 2023 China+ Monitor China's Home Price Rise is a Signal of Recovery Getting Underway

  • 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+

CHINA+ DATA WRAP 16 MARCH 2023: Chinese Home Prices Rise

Chinese Home Price Uptick Signals the Start of a Gradual Recovery

Duncan WrigleyChina+

16 Mar 2023 China+ Monitor China's Budding Demand Recovery is Still at an Early Stage

  • 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+ DATA WRAP 15 MARCH 2023: China's FAI Growth Beats Expectations

China's FAI Growth Beats Expectations as Local Governments Front-load Support

Duncan WrigleyChina+

14 Mar 2023 China+ Monitor New Premier Li Qiang Signals Policy Continuity, as the NPC Closes

  • 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+

13 Mar 2023 China+ Monitor BoJ Governor Kuroda Leaves Policy Unchanged at Final Board Meeting

  • 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+

PM Data Note: Money and Credit China February

  • Credit acceleration reflects front-loaded policy support

Duncan WrigleyChina+

PM Data Note: BoJ Policy Decision, Japan, March

  • The BoJ Keeps Easy Policy Settings on Hold at Governor Kuroda's Last Meeting

Duncan WrigleyChina+

CHINA+ DATA WRAP 10 MARCH 2023: The BoJ Keeps Easy Policy Settings on Hold

The BoJ Keeps Easy Policy Settings on Hold at Governor Kuroda's Last Meeting

Duncan WrigleyChina+

10 Mar 2023 China+ Monitor China's Cooling Consumer Inflation Points to a Tentative Rebound

  • 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+

PM Data Note: PPI, China, February

  • Chinese PPI extends decline, with signs pointing towards a moderate demand rebound

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 MARCH 2023: Chinese Inflation Slows After Holiday Spending

Chinese Inflation Slows, After the Release of Pent-up Demand over the Holiday

Duncan WrigleyChina+

8 Mar 2023 China+ Monitor Chinese Exports Continue to Decline, as the Economy Reopens

  • 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+

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Keywords for: China+ Documents

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