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.
Weekly Monitor Kelvin Lam (Senior China+ Economist)
- 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+
- Chinese officials are downplaying the risks linked to the continued struggles of the property sector.
- But the new-housing market showed little sign of reviving in the first two months of 2024.
- Piecemeal policy support is unlikely to bring about a near-term recovery in new-home sales.
Kelvin Lam (Senior China+ Economist)China+
- The downward trend in China’s producer prices showed little sign of bottoming out in January.
- Consumer prices rose for a second straight month in January, but holiday-period data are noisy.
- A policy recalibration, rather than a major shift, to tackle weak demand is likely at the Two Sessions.
Kelvin Lam (Senior China+ Economist)China+
- Chinese auto sales picked up in October, in a positive sign for consumer demand....
- ...But sluggish sentiment and a still-high savings rate point to a tepid recovery in 2024.
- Producer prices fell in October, due to excess capacity and soft demand, at home and abroad.
Kelvin Lam (Senior China+ Economist)China+
