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.

October Kelvin Lam (Senior China+ Economist)

CHINA+ DATA WRAP 27 NOVEMBER 2023

The slower than expected improvement in industrial profits was likely due to base effects and faster rise in operating costs

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, October

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 NOVEMBER 2023

  • Japan’s export growth moderated in October on softer demand from key markets
  • China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 15 NOVEMBER 2023: Chinese economy is steady in October

  • Chinese domestic demand is buttressed by fiscal support
  • Japan's weak Q3 GDP adds to the BoJ's headaches

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 NOVEMBER 2023

  • China resumes consumer price deflation in October and is dragged down by food and core prices 
  • Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : PPI, China, October

  • Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : FX Reserves, China, October

  • China FX reserves fall for the third straight month as capital outflow continues

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 NOVEMBER 2023: Chinese exports continue to fall

  • Falling Chinese exports indicate weak global demand; Japanese wages pick up slightly

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : Exports, Korea, October

  • Korean exports rise in October for the first time in 12 months

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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