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

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Weekly Monitor Duncan Wrigley

10 November 2025 China+ Monitor China's export growth more resilient than the headline figures suggest

  • China’s arithmetic fall in exports in October is mainly due to calendar effects, rather than a demand slump.
  • Shipments to non-US markets dropped sharply, while exports to the US were still weak but didn’t worsen.
  • Export growth is likely to slow next year, given limited capacity for the Global South to absorb rapid rises.
Duncan WrigleyChina+

3 November 2025 China+ Monitor China launches investment stimulus to revive depressed demand

  • China is countering its investment slump by approving an additional RMB500B in local-government bonds...
  • ...And driving though the disbursal of RMB500B in policy-bank funds for investment projects.
  • This should boost the official manufacturing index from its October trough.
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,