Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.

Duncan Wrigley

4 March 2025 China+ Monitor China's post-holiday activity bounce is hopeful, albeit markedly uneven

  • China’s February PMIs point to a post-holiday activity bounce, but also improved sentiment.
  • Sentiment in the manufacturing sector revived, thanks to expectations of stronger demand.
  • The construction PMI rose on the back of infrastructure project construction work.

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, February

Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes

Duncan WrigleyChina+

China+ Datanote: Official Non-Manufacturing PMI, China, February

 Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, February

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 February 2025: Tokyo inflation slows on energy subsidies

Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path

Duncan WrigleyChina+

3 March 2025 China+ Monitor Politburo signals continuity in policy approach ahead of Two Sessions

  • China’s Politburo meeting on Friday signalled a ‘steady as she goes’ approach to economic policy.
  • Tokyo consumer inflation fell in February, as energy subsidies brought down energy inflation.
  • Fresh food inflation cooled due to seasonal factors, but overall food inflation is likely to pick up in H1.

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,