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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.

Datanotes Weekly Monitor

7 May 2024 China+ Monitor China's broadening services recovery will go only so far

  • China’s Q1 GDP grew solidly, thanks to vigorous manufacturing output and services growth.
  • Services growth is broadening to business services, but the consumption recovery is relatively lacklustre.
  • China will follow its own reform path at the Third Plenum, rather than adopting Western prescriptions.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 May 2024

In one line: Korean export recovery continues, thanks to resilient US and Chinese demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 May 2024: Korean PMI points to cost pressures

Korean manufacturers are highly bullish, despite mounting cost pressures

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 April 2024

Chinese industrial profits continue to improve in Q1 despite March's slowdown

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMIs, China, April

Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 April 2024: Manufacturing PMIs point to robust output

China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, April

Tokyo inflation slows due to implementation of free high school education and cooling food inflation

Duncan WrigleyChina+

China+ Datanote: BoJ Policy Decision, Japan, April

The BoJ resists JPY market pressure in keeping the policy rate target range steady

Duncan WrigleyChina+

CHINA+ DATA WRAP 26 April 2024: BoJ holds steady

The BoJ holds the policy rate steady; Tokyo consumer inflation cools, thanks to education subsidies

Duncan WrigleyChina+

29 April 2024 China+ Monitor BoJ stands fast, refusing to bow to currency-market pressure

  • The BoJ held firm on its policy rate on Friday, defying market pressure on the JPY.
  • Governor Ueda declined to adopt a more hawkish tone on the rate path, keeping the focus on inflation.
  • April national inflation won’t slow as much as Tokyo inflation, hit by the start of free local schooling.

Duncan WrigleyChina+

China+ Datanote: Flash Manufacturing PMI, Japan, April

In one line: Japan's manufacturing PMI improves on higher output and weak JPY

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 April 2024

In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure

Kelvin Lam (Senior China+ Economist)China+

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

In one line: Solid Korean 20-day export growth driven by chips demand 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, April

In one line: China's LPR remains unchanged in April

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 April 2024

In one line: China's LPR remains unchanged in April;  Solid Korean 20-day export growth driven by chips demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 April 2024

In one line: Japan's inflation cools in March; the BoJ to stand pats next week

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, March

In one line: Japan's inflation cools in March; the BoJ to stand pats next week

Kelvin Lam (Senior China+ Economist)China+

22 April 2024 China+ Monitor China's residential property sector still ailing despite funding support

  • The steep decline in China’s new residential sales eased only a tiny bit in March.
  • Developer funding is still under severe pressure; the 6,000-project whitelist offers limited help, so far.
  • China’s residential sector faces a grinding recovery, despite flickers of life in Shanghai’s luxury market.

Duncan WrigleyChina+

China+ Datanote: Exports, Japan, March

In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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