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, 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+

PM Datanote: PM Datanote: Manufacturing PMI, Japan, October

  • Japanese manufacturing activity continues to decline with no indication of an upturn in demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 OCTOBER 2023: Korean manufacturing still weak

  • Korean manufacturing remains weak, despite a deceptive rise in the headline PMI
    Japan’s services sector expands at a slower pace

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, September

  • China’s manufacturing sector is lifted by targeted support measures

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, July

  •  The July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 AUGUST 2023: Manufacturing is Soft Across Northeast Asia

Manufacturing Remains Soft Across Northeast Asia, as Korean Exports Fall
July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity
Japanese manufacturing activity continues to fall  
Korean PMI offers a probably deceptive glimmer of hope in new export orders
Korean exports extend their trend decline in July, facing weakness in all key markets 

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, July

  • Dismal export demand is a drag on flagging manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JULY 2023: Chinese Recovery is Faltering, Especially Construction Activity

Export demand is a drag on flagging manufacturing activity
The non-manufacturing recovery is fizzling, with construction PMI at its lowest since February 2020 

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, July

  • Weakening manufacturing drags on Japan’s H2 outlook

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, June

  • Caixin manufacturing PMI points to slowing growth in demand and supply

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, June

  • Japan’s headline manufacturing PMI falls below 50 again

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 JUNE 2023: Japanese Manufacturing Falters as Inflation Slows

Japanese Manufacturing Recovery Falters, while Headline Inflation Slows

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, May

  • Caixin PMI indicates manufacturing growth, but only in certain sectors

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 JUNE 2023: Caixin PMI Points to China's Fragile Recovery

Caixin PMI indicates manufacturing growth, but only in certain sectors
Japanese final PMI confirms manufacturing revival, despite falling export orders
Korean manufacturing activity remains sluggish
Korean full-month exports confirm soggy global demand

Duncan WrigleyChina+

1 June 2023 China+ Monitor China's Uneven Reopening Recovery is Spluttering, Everywhere

  • China’s official manufacturing PMI posted a second straight sub-50 reading in May.
  • Weak demand at home and abroad is pulling down activity and prices in manufacturing, as well as...
  • ...Non-manufacturing, which also saw new orders plunge below 50 in May, despite robust activity.

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, May

  • Manufacturing activity declines for a second month, pulled down by weak demand

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