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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 japan Kelvin Lam (Senior China+ Economist)

CN Datanote: Exports, Japan, April

In one line: Japan’s export growth accelerates on rising legacy chip prices

CN Datanote: Flash Services PMI Japan, May

In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism

CN Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues

CN Datanote: GDP, Japan, Q1

In one line: Japan’s Q1 GDP beats expectations, but extended Strait closure complicates BoJ tightening

CN Datanote: Exports, China, March

In one line: China trade surplus hit by soft exports and hi-tech driven imports

PM Datanote: Wages, Japan, February

In one line: Japan’s solid wage growth beats expectations, supporting an April’s BoJ hike.

PM Datanote: RatingDog Services PMI, China, March

In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

CN Datanote: CPI, China, March

In one line: China CPI: Post LNY decline less pronounced as energy contribution rises 

CN Datanote: PPI, China, March

In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices

CN Datanote: PPI, China, April

In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates

CN Datanote: CPI, China, April

In one line: China’s CPI surprises to the upside as energy inflation accelerates in April

CN Datanote: Exports, China, April

In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock

CN Datanote: Foreign Reserves, China, April

In one line: China’s reverse jump in reserves reflects changes in market risk appetite

CN Datanote: RatingDog Services PMI, China, April

In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation

PM Datanote:Industrial Profits, China, March

In one line: Hi-tech and energy-related upstream sectors drive Chinese industrial profit growth higher in Q1

PM Datanote: National CPI, Japan, March

In one line: Japan National CPI firms on core goods and fading energy drag; BoJ likely to delay hike next week.

PM Datanote: Flash PMIs, Japan, April

In one line: Japan manufacturing boosted by precautionary front-loading amid supply shocks while services slow

PM Datanote: Exports, Japan, March

In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak

PM Datanote: Loan Prime Rates, China, April

In one line: China’s LPR steady in April amid NIM pressure

28 April 2026 China+ Monitor Q1 industrial profits extend strong gains, led by high-tech and energy

  • China’s industrial profits rose in Q1 on lower costs and higher revenues from precautionary front-loading.
  • Producer reflation supported the rise, but was more evident in metals and upstream energy sectors.
  • Profit growth will face pressure from war-related costs, fading front-loading and weak domestic demand.
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Keywords for: China+ Documents

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