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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+ Datanote: Flash Manufacturing PMI, Japan, December

In one line: Reviving manufacturing activity but mounting cost pressures

CHINA+ DATA WRAP 16 December 2025: Japan's flash PMIs

 Japan's flash PMIs find reviving manufacturing activity but mounting cost pressures

17 December 2025 China+ Monitor Japan's wage outlook for 2026 likely to remain uneven

  • The BoJ’s regional branches report steady wage-hike expectations for 2026, except at small firms.
  • Japan’s December flash PMIs see manufacturing activity reviving but cost pressures mounting.
  • The Q4 Tankan finds severe labour shortages, but these have yet to spur an uptick in broad wage growth.

16 December 2025 China+ Monitor China's domestic demand still in the slow lane as policy boost fades

  • China’s November activity data point to slowing goods consumption but steady services spending.
  • Still-falling fixed asset investment has yet to benefit from the quasi-fiscal-stimulus funding support.
  • Policymakers will proceed cautiously on tackling the reasons for the weak demand, amid bright exports.

CHINA+ DATA WRAP 15 December 2025: China's Nov activity data still softening

China's November activity data show goods consumption softening and fixed asset investment worsening

China+ Datanote: Money & Credit, China, November

In one line: still looking for signs of private sector credit demand

China+ Datanote: CEWC, China, December

In one line:signalling confidence, no major course shift

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

PM Datanote: Industrial Profits, China, November

In one line: China’s industrial profit recovery stalled as growth driver weaken in October

China+ Datanote: BoK Decision, Korea, November

In one line: Bank of Korea stand pats on better growth prospects, higher inflation trend due to the weak won

China+ Datanote: Flash PMIs, Japan, November

In one line: Japan’s services and manufacturers face worsening inflation dynamics.

PM Datanote: 20 Day Export, Korea, November

In one line: Korea’s WDA 20 day export growth moderates in November despite headline rebound.

PM Datanote: National CPI, October, Japan

In one line: Japan’s inflation and currency backdrop favours policy normalisation, but politics cloud a near-term BoJ hike.

PM Datanote: Loan Prime Rates, China, November

In one line: China holds fire on LPR cuts amid banking NIM compression

PM Datanote: Activity Data, China, October

In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts

PM Datanote: Money & Credit, China, October

In one line: China credit growth softens further in October, pointing to ongoing real economy weakness.

PM Datanote: CPI, China, October

In one line: China’s CPI turns positive in October on stronger-than-expected festive demand

PM Datanote: PPI, China, October

In one line: China’s PPI deflation continues to ease in October, with pockets of good news in involuted industries.

PM Datanote: Current Account Balance, China, Q3 (Preliminary)

In one line: China’s current account surplus widens in Q3 compared to a year ago on record goods exports.

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Keywords for: China+ Documents

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