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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.
In one line: Shipments of integrated circuits and computers main drivers of export growth
Crude oil import volume falling
In one line: Strong trade surplus likely offsets valuation drag on China’s FX reserves
In one line: China’s RatingDog composite PMI signals faster Q2 GDP growth; services PMI lifted by holiday demand
In one line: China’s RatingDog PMI reinforces NBS evidence of softer industrial production and export growth in May
In one line: Holiday services demand lifts China's non-manufacturing activity, while construction activity recovers slightly
In one line: China’s official PMI weighed down by May holiday disruption and payback from March’s overshoot.
CHINA+ OUTLOOK
In one line: Policy rate cut only likely after several months of flagging growth
In one line: April's weak economic data due to energy shock and severe weather
In one line: rise in fiscal deposits likely points to temporary building activity disruptions due to severe weather.
In one line: China trade surplus hit by soft exports and hi-tech driven imports
In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening
In one line: China CPI: Post LNY decline less pronounced as energy contribution rises
In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices
In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates
In one line: China’s CPI surprises to the upside as energy inflation accelerates in April
In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock
In one line: China’s reverse jump in reserves reflects changes in market risk appetite
In one line: China’s RatingDog services PMI lifted by domestic demand on new product launches and innovation
In one line: China's manufacturing sector holds up well in April; Services slows after the holiday boost; Construction PMI drop is puzzling
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,