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
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Daily Monitor Datanotes
- In one line: Korea’s chip export values grow for the first time in 13 months
Kelvin Lam (Senior China+ Economist)China+
- Korea’s 20-day exports continue to recover, but growth in shipment values slowed in November.
- Intra-regional exports are falling, bar those to China; Vehicles exports remain the main upward driver.
- We expect Korean exports to recover only gradually on a soft global outlook and uneven chip demand.
Kelvin Lam (Senior China+ Economist)China+
- China’s benchmark lending rates were unchanged in November, in line with the MLF rate last week.
- Policymakers are seemingly using fiscal stimulus to stabilise growth, thus allowing confidence to rebuild.
- Monetary policy will probably continue to play an accommodative role—behind fiscal policy—in 2024.
Duncan WrigleyChina+
- China's lending rates on hold as fiscal policy takes the leading role
Duncan WrigleyChina+
- China's lending rates on hold as fiscal policy takes the leading role
Duncan WrigleyChina+
- Japan’s Q3 real GDP was weaker than expected, due to slower inventory growth and a rising deflator.
- Private domestic demand remains sluggish, with consumption and investment missing expectations.
- Interest rates will be kept low for longer, effectively delaying the end of the negative rate policy to Q2.
Kelvin Lam (Senior China+ Economist)China+
- 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’s domestic demand rose at a sluggish pace in October, while production grew faster.
- Upticks in retail sales of autos and mobile phones are bright spots.
- The PBoC injected RMB600B of MLF funds yesterday, enabling government-bond issuance.
Duncan WrigleyChina+
