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China+ Publications

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.

China's LPRs on hold

China+ Datanote: Foreign Reserves, China, September

In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.

China+ Datanote: Industrial Profits, China, August

In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.

CHINA+ DATA WRAP 30 September 2025: Modest manufacturing improvement in PMIs

In one line: Manufacturing sector improved ahead of investment stimulus





September 2025 - China+ Chartbook

  • - CHINA LIKELY TO LAUNCH INVESTMENT STIMULUS SOON
  • - BOJ SHOULD STILL HIKE, DESPITE POLITICAL RUCTIONS
  • - KOREA’S EXPORTS TUMBLE IN SEPTEMBER

China+ Datanote: LPR, China, September

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

China+ Datanote: Money & Credit, China, August

In one line: lacklustre broad credit growth, excluding government bonds

CHINA+ DATA WRAP 15 September 2025: China's August broad activity cooling

In one line: China's August broad activity cooling likely to prompt additional targeted support



China+ Datanote: FX Reserves, China, August

In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2

China+ Datanote: Exports, China, August

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

China+ Datanote: PPI, China, July

In one line: China’s producer prices continue to fall amid involution and weak demand

China+ Datanote: CPI, China, July

In one line: China’s CPI stays flat in July as disinflation pressure lingers on weak demand 

CHINA+ DATA WRAP 10 September 2025: China's producer deflation improvement

In one line: China's producer deflation improvement mainly driven by short-term factors; consumer price fall is due to food prices, with core inflation rising


CHINA+ DATA WRAP 3 September 2025: RatingDog services PMI points to job risks

In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions

CHINA+ DATA WRAP 1 September 2025: China's manufacturing PMIs post modest gains

In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports

August 2025 - China+ Chartbook

  • - CHINA’S WEAK DEMAND CONTRASTS WITH BUOYANT STOCKS
  • - BOJ WAITING FOR DUST TO SETTLE BEFORE HIKING RATES
  • - ROCKY EXPORT OUTLOOK KEY TO KOREAN GROWTH

China+ Datanote: Loan Prime Rates, China, August

In one line: China's LPRs on hold, despite July's weakening demand data

CHINA+ DATA WRAP 20 August 2025: China's LPRs on hold

China's LPRs on hold, despite weakening demand data

China+ Datanote: Money & Credit, July, China

In one line: lacklustre broad credit growth, excluding government bonds

CHINA+ DATA WRAP 15 August 2025: China's investment and retail sales ebb

In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook

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Keywords for: China+ Documents

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