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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.

pmi china Duncan Wrigley

CHINA+ DATA WRAP 24 February 2026: LPRs unchanged

In one line: LPRs unchanged, with China relying on fiscal policy to support growth


CHINA+ DATA WRAP 13 February 2026: Hints of a coming property policy shift

In one line: Hints of shifting property market policy, as prices extend their decline

CHINA+ DATA WRAP 4 February 2026: RatingDog services PMI posts a modest gain

In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality

CHINA+ DATA WRAP 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

China+ Datanote: Money & Credit, China, December

In one line: Non-government credit demand still sluggish amid structural adjustment

CHINA+ DATA WRAP 22 December 2025: China's LPRs unchanged

China's LPRs unchanged for seventh straight month amid lower trade risks

China+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

November 2025 - China+ Chartbook

  • - CHINA LIKELY TO FOCUS ON EBBING DOMESTIC ACTIVITY
  • - BOJ DECEMBER RATE HIKE BACK ON THE TABLE
  • - KOREA’S CONSUMER CONFIDENCE REBOUND

CHINA+ DATA WRAP 31 October 2025: Modest rise in inflation won't shock BoJ

Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry





CHINA+ DATA WRAP 24 October 2025: Modest rise in inflation won't shock BoJ

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 





CHINA+ DATA WRAP 30 September 2025: Modest manufacturing improvement in PMIs

In one line: Manufacturing sector improved ahead of investment stimulus





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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,