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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.

Daily Monitor Datanotes

CHINA+ DATA WRAP 9 February 2026: Japan's regular pay growth steady

In one line: Japan's regular pay growth steady, as PM Takaichi secures resounding election win

6 February 2026 China+ Monitor China seizes its moment to unveil financial ambition blueprint

  • China has issued key commentary on its financial future, with RMB reserve-currency status in focus.
  • Its ambition goes beyond reserve currency, though, to becoming a major financial power too.
  • Structural constraints and other deficiencies limit RMB reserve status, despite its progress in global usage.

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

3 February 2026 China+ Monitor China's PMIs show export-oriented sectors outperforming

  • China’s manufacturing PMIs for January diverged, pointing to robust high-tech versus weak low-tech.
  • Soft data for output prices improved, but this likely  reflects a narrow set of prices, like non-ferrous metals.
  • Construction-sector sentiment slumped to its lowest since the outbreak of Covid, despite policy support.

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: Industrial Profits, China, December

In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging

China+ Datanote: BoJ Decision, Japan, January

In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.

China+ Datanote: Flash PMIs, Japan, January

In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.

China+ Datanote: National CPI, Japan, December

In one line: Japan CPI slump driven by energy and fresh food; underlying inflation remains sticky

China+ Datanote: 20-Day Exports, Korea, January

In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.

CHINA+ DATA WRAP 30 January 2026: Sharp drop in Tokyo inflation

In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook

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Keywords for: China+ Documents

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