Pantheon Macroeconomics

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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.

Chartbook

March 2026 - China+ Chartbook

CHINA+ OUTLOOK
- CHINA RELATIVELY INSULATED FROM OIL-PRICE SPIKE
- BOJ WOULD HIKE EARLY IN A $150/BL OIL SCENARIO
- KOREA'S CHIP EXPORT RISE OFFSETS OIL IMPORT BILL

Kelvin Lam (Senior China+ Economist)China+

February 2026 - China+ Chartbook

  • - CHINA'S POLICYMAKERS FOCUS ON LONGER-TERM GOALS
  • - PM TAKAICHI LIKELY MORE PRAGMATIC THAN FEARED
  • - BOK RELIEF AS KRW PRESSURE EASES, FOR NOW
Kelvin Lam (Senior China+ Economist)China+

January 2026 - China+ Chartbook

  • - CHINA SEES LESS URGENCY TO STABILISE PROPERTY MARKET
  • - BOJ WON'T HURRY RATE HIKES, DESPITE SNAP ELECTION
  • - BOK LIKELY HOPES TO SQUEEZE IN ONE MORE RATE CUT
Kelvin Lam (Senior China+ Economist)China+

December 2025 - China+ Chartbook

  • - CHINA SIGNALS 'STEADY AS SHE GOES' POLICY APPROACH
  • - JAPAN'S STEADY WAGE-HIKE OUTLOOK SHOULD NUDGE BOJ
  • - BOK HOPING FOR RESPITE IN KRW PRESSURE
Kelvin Lam (Senior China+ Economist)China+

November 2025 - China+ Chartbook

  • - CHINA LIKELY TO FOCUS ON EBBING DOMESTIC ACTIVITY
  • - BOJ DECEMBER RATE HIKE BACK ON THE TABLE
  • - KOREA’S CONSUMER CONFIDENCE REBOUND
Duncan WrigleyChina+

October 2025 - China+ Chartbook

  • - CHINA DOUBLING DOWN ON MANUFACTURING-LED MODEL
  • - JAPAN’S NEW PRIME MINISTER LIKELY TO MODERATE POLICY
  • - BOK SHOULD LEAN TOWARDS EASING IN NOVEMBER
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,