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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Duncan Wrigley

18 August 2025 China+ Monitor China's domestic demand swoons in the scorching summer heat

  • China’s July activity data point to a worrying slowdown in domestic demand, notably investment.
  • Industrial and services output maintained growth, however, above the 5% target for official GDP growth.
  • More targeted stimulus will be needed in the coming months, especially if and when export growth sinks.
Duncan WrigleyChina+

CHINA+ DATA WRAP 5 August 2025: Buoyant Caixin services PMI

In one line: Buoyant Caixin services PMI points to pockets of strength, such as tourism

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 August 2025: Caixin PMI reports falling export orders

Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags

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,