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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.

Chartbook Datanotes

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+

April 2024 - China+ Chartbook

  • - CHINA’S RECOVERY MAKING HEADWAY
  • - JPY PRESSURE GIVING THE BOJ A HEADACHE
  • - STRONG EXPORTS LIFT KOREAN GROWTH

Kelvin Lam (Senior China+ Economist)China+

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+

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+

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+

China+ Datanote: BoK Decision, Korea, April

In one line: The BoK stays put as inflation remains elevated, no surprise to the market.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 April 2024: Chinese GDP beats expectations

Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues

Duncan WrigleyChina+

China+ Datanote: MLF Rate, China, April

The PBoC keeps the MLF rate on hold, despite slowing credit growth

Duncan WrigleyChina+

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Keywords for: China+ Documents

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