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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: Hints of shifting property market policy, as prices extend their decline
In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector
In one line: China industrial profits 2025: first positive turn in four years, but the path forward remains challenging
In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.
In one line: China inflation was firmer in December, but sustained reflation remains challenging
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
In one line: China’s PPI sees firmer monthly momentum, but sustained reflation remains challenging
In one line: Non-government credit demand still sluggish amid structural adjustment
In one line: Non-government credit demand still sluggish amid structural adjustment
In one line: China’s FX reserves rise on currency valuation gains as dollar weakens in December
In one line: China’s manufacturing PMIs edges back into expansion, but sustainability remains in question
In one line: China's manufacturing and non-manufacturing PMIs rebound, but momentum looks fragile
In one line: Sentiment rose, despite slowing demand
China's LPRs unchanged for seventh straight month amid lower trade risks
In one line: Reviving manufacturing activity but mounting cost pressures
China's November activity data show goods consumption softening and fixed asset investment worsening
In one line: still looking for signs of private sector credit demand
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,