Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 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.

China Caixin Manufacturing PMI Kelvin Lam (Senior China+ Economist)

China+ Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 20 May 2024: China's banks held LPR unchanged

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, May

China's banks held LPR steady in May; More funding is need to prop up the real estate sector

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 11 May 2024

Despite tick-up in China CPI, demand is still weak; Producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, April

In one line: Chinese producers still battle deflation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, April

In one line: China’s FX reserves fell sharply in April, thanks to a stronger dollar and a record rise in US yields  

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 28 April 2024

Chinese industrial profits continue to improve in Q1 despite March's slowdown

Kelvin Lam (Senior China+ Economist)China+

April 2024 - China+ Chartbook

  • - CHINA’S RECOVERY MAKING HEADWAY
  • - JPY PRESSURE GIVING THE BOJ A HEADACHE
  • - STRONG EXPORTS LIFT KOREAN GROWTH

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash Manufacturing PMI, Japan, April

In one line: Japan's manufacturing PMI improves on higher output and weak JPY

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 April 2024

In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, April

In one line: China's LPR remains unchanged in April

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 April 2024

In one line: China's LPR remains unchanged in April;  Solid Korean 20-day export growth driven by chips demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 11 April 2024

China consumer prices slow as producer deflation deepens

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, March

In one line: Producer price deflation deepens further, thanks to excess capacity

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, March

In one line:  China forex reserves rose more than expected in March, thanks to stronger trade surplus and bond inflows.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, March

In one line: Manufacturing activity expands for the first time in 6 months 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 March 2024

China’s industrial profits bounce in February, owing to base effects

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, March

In one line: China lending rates unchanged in March as per market consensus

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: MLF rate, China, March

PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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