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.

Daily Monitor Datanotes Duncan Wrigley

29 August 2025 China+ Monitor BoK holds fast amid US pressure on currency and debt worries

  • The BoK left the policy rate unchanged yesterday, citing household-debt worries.
  • The Bank is probably also seeking to avoid upsetting the US with a rate cut which could weaken the KRW.
  • A likely government housing-supply plan and Fed rate cut in September should allow a BoK rate cut in Q4.
Duncan WrigleyChina+

CHINA+ DATA WRAP 27 August 2025: China's industrial profits still falling

China's industrial profits still falling in July

Duncan WrigleyChina+

28 August 2025 China+ Monitor China's latest local property boosts to provide only a modest lift

  • Tier-one cities are leading another round of targeted residential property market easing in China.
  • The goal is stabilisation, however, rather than returning to solid growth, so expect an L-shaped recovery.
  • Industrial profits barely improved in July amid excess supply; manufacturing profits are rising though.
Duncan WrigleyChina+
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independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,