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

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

Kelvin Lam (Senior China+ Economist)China+

May 2025 - China+ Chartbook

- CHINA MORE RESPONSIVE TO FALTERING GROWTH THIS YEAR
- JAPAN’S STUMBLING GROWTH A REASON FOR BOJ CAUTION
- BOK SET TO RESUME RATE CUTS IN MAY

Kelvin Lam (Senior China+ Economist)China+

April 2025 - China+ Chartbook

  • - CHINA DIGS IN AGAINST US TARIFF BARRAGE
  • - JAPAN FACES STAGFLATION RISK; BOJ TO STAND PAT IN 2025
  • - BOK LIKELY TO RESUME RATE CUTS IN MAY

Kelvin Lam (Senior China+ Economist)China+

March 2025 - China+ Chartbook

  • - CHINA CRANKS UP FISCAL SUPPORT; LIKELY MORE TO COME
  • - BOJ SHIFTING TO HAWKISH BIAS AS FOOD INFLATION RISES
  • - KOREA CHIP EXPORTS UNDER COMPETITIVE PRESSURE

Kelvin Lam (Senior China+ Economist)China+

February 2025 - China+ Chartbook

  • - CHINA’S CONSUMER SPENDING WILL SLOW POST-HOLIDAY
  • - JAPAN’S DOMESTIC DEMAND STILL TRAILING NET EXPORTS
  • - BOK LIKELY TO RESUME CUTS, DESPITE POLITICAL MESS

Duncan WrigleyChina+

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Keywords for: China+ Documents

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