Pantheon Macroeconomics

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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+ DATA WRAP 1 August 2025: Caixin PMI reports falling export orders

Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags

Duncan WrigleyChina+

4 August 2025 China+ Monitor China's manufacturing sector hit by trade risk and extreme weather

  • China’s July manufacturing PMIs were buffeted by headwinds from trade risk and bad weather.
  • But sentiment improved slightly, showing business confidence in new products and markets.
  • The dipping construction PMI partly reflects a downshift in local-government fiscal stimulus.
Duncan WrigleyChina+

July 2025 - China+ Chartbook

  • - CHINA’S PRICE WARS WILL PROMPT POLICY RESPONSE
  • - BOJ STRIKES CAUTIOUS TONE ON GROWTH OUTLOOK
  • - BOK LIKELY TO EASE, DESPITE CURRENCY WORRY
Kelvin Lam (Senior China+ Economist)China+

1 August 2025 China+ Monitor BoJ strikes a cautious tone, while staying put on interest rates

  • The BoJ yesterday kept the policy rate on hold at 0.5%, as widely expected.
  • The Bank remains cautious about the growth outlook, despite the US-Japan trade deal.
  • The BoJ did raise its inflation forecast though, because of food inflation.
Duncan WrigleyChina+
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Keywords for: China+ Documents

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