Pantheon Macroeconomics
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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.
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
Korean manufacturing index treading water
Tokyo inflation slows slightly, with hints of steady wage inflation going into 2026
In one line: exports hold up ahead of row with China
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Full-time regular pay growth slowed a tad
Real wages extended their decline in September
Efficiency gains help profits but hurt labour demand
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness
In one line: Manufacturing sector improved ahead of investment stimulus

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