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.
Chartbook Daily Monitor Kelvin Lam (Senior China+ Economist)
- China’s CPI fell more than the market expected, dragged down by weak food and services inflation.
- PPI deflation eased slightly; NDRC announced a cut to steel production and measures to curb ‘Nei Juan’.
- Japan’s full-time regular base pay growth hit a 32-year high, giving the BoJ confidence to normalise rates.
Kelvin Lam (Senior China+ Economist)China+
- China has retaliated to US tariffs with its own tariffs on American agricultural products, and company bans.
- Korean WDA exports reversed trend and fell in February, due to weaker demand for semiconductors.
- Korea’s low-end chip production is facing intense competition from China, leading to falling unit prices.
Kelvin Lam (Senior China+ Economist)China+
- Japan’s Q4 GDP grew by more than the market had expected, driven primarily by stronger net exports.
- Domestic demand disappointed, though spending on durables was strong; business investment rebounded.
- US trade policy uncertainty is overshadowing certain industrial sectors, weighing on Japan’s future growth.
Kelvin Lam (Senior China+ Economist)China+
