Pantheon Macroeconomics

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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.

Manufacturing Duncan Wrigley

China+ Datanote: Caixin Manufacturing PMI, China, March

Chinese manufacturing demand improves after the Lunar New Year holiday 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 April 2024: Post-holiday bump in Caixin and Korean PMIs

Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, March

Modest improvement in still-dull Japanese manufacturing activity reading

Duncan WrigleyChina+

China+ Datanote: Manufacturing PMI, China, February

In one line: China’s manufacturing sector treads water during Lunar New Year 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 March 2024

China’s manufacturing sector treads water during Lunar New Year 

Holiday spending buoys China’s services activity 

Japanese manufacturing still struggling 

Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, February

  • Japanese manufacturing activity hit by fading demand and supply

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin index lifted by capital goods output and intermediate product exports 

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

Caixin services PMI offers glimmers of hope

Japanese manufacturing activity is struggling

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, December

Japanese manufacturing activity weakens but services activity rises

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

Duncan WrigleyChina+

China+ Datanote : Caixin Manufacturing PMI, China, October

  • China’s manufacturing sector hit a soft patch in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 NOVEMBER 2023

  • China’s manufacturing sector hit a soft patch in October
  • Japan’s final PMI points to moderate activity decline
  • Korean manufacturing PMI shows leading signs of stabilising demand
  • Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 OCTOBER 2023

  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

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