China+ Publications
Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 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 Emerging Asia
- - CHINA’S RECOVERY MAKING HEADWAY
- - JPY PRESSURE GIVING THE BOJ A HEADACHE
- - STRONG EXPORTS LIFT KOREAN GROWTH
Kelvin Lam (Senior China+ Economist)China+
CHINA+ OUTLOOK
- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS
Duncan WrigleyChina+
- - CHINA’S CREDIT DATA OFFER GLIMMERS OF HOPE
- - TOKYO CORE INFLATION DIPS BELOW BOJ’S TARGET
- - NEW PRODUCT LAUNCHES HELP LIFT KOREAN EXPORTS
Kelvin Lam (Senior China+ Economist)China+
- - CHINA WILL STAY THE COURSE, DESPITE SLOWING GROWTH
- - BOJ IS LASER-FOCUSED ON WAGE NEGOTIATIONS
- - KOREAN EXPORTS SHOULD BENEFIT FROM CHIP UPCYCLE
Duncan WrigleyChina+
- - CHINA PRIORITISES RESTRUCTURING OVER GROWTH
- - FALLING INFLATION SHOULD DELAY BOJ TIGHTENING
- - BOK WORRIED ABOUT HIGH HOUSEHOLD DEBT
Duncan WrigleyChina+
- - CHINA USES TARGETED STIMULUS TO PROP UP GROWTH
- - BOJ SIGNALS READINESS TO EXIT EASY POLICY
- - BOK WILL BE LATE TO THE PARTY
Kelvin Lam (Senior China+ Economist)China+