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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.

China Kelvin Lam (Senior China+ Economist)

China+ Datanote: FX Reserves, China, August

In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2

China+ Datanote: Exports, China, August

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

China+ Datanote: PPI, China, July

In one line: China’s producer prices continue to fall amid involution and weak demand

China+ Datanote: CPI, China, July

In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand 

August 2025 - China+ Chartbook

  • - CHINA’S WEAK DEMAND CONTRASTS WITH BUOYANT STOCKS
  • - BOJ WAITING FOR DUST TO SETTLE BEFORE HIKING RATES
  • - ROCKY EXPORT OUTLOOK KEY TO KOREAN GROWTH

China+ Datanote: Foreign Reserves, China, July

In one line: China’s FX reserves dip on stronger dollar and bond loses in July.

China+ Datanote: Exports, China, July

In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.

China+ Datanote: Official Non-Manufacturing PMI, China, July

In one line: NBS non-manufacturing PMI dragged down by construction activity in July.

China+ Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

China+ Datanote: Industrial Profits, China, June

In one line: China’s industrial profits slid further in June, weighed down by oversupply, weak demand and excessive competition.

China+ Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

July 2025 - China+ Chartbook

  • - CHINA’S PRICE WARS WILL PROMPT POLICY RESPONSE
  • - BOJ STRIKES CAUTIOUS TONE ON GROWTH OUTLOOK
  • - BOK LIKELY TO EASE, DESPITE CURRENCY WORRY

China+ Datanote: Exports, China, June

In one line: Better external sector performance likely to support Q2 GDP due tomorrow.

China+ Datanote: FX Reserves, China, June

In one line: China’s FX reserves rebounded in June on currency and bond revaluation gains.

China+ Datanote: Preliminary Current Account, China, Q1

In one line: China’s current account balance holds up in Q1, but deterioration likely in Q2.

China+ Datanote: Loan Prime Rates, China, June

In one line: China's commercial banks hold benchmark lending rates steady in June

June 2025 - China+ Chartbook

  • - CHINA’S FLAGGING GROWTH TO PROMPT POLICY TWEAKS
  • - BOJ OPTS FOR PRAGMATIC MIDDLE PATH ON BOND-BUYING
  • - BOK LIKELY TO EASE, DESPITE CURRENCY WORRY

China+ Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

China+ Datanote: Foreign Reserves, China, May

In one line: China’s FX reserves rise modestly as bond revaluation offsets inflows

China+ Datanote: Caixin Services PMI, China, May

In one line : China's services activity ticks up, but deflationary pressure still lurking in the background.

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Keywords for: China+ Documents

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