Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

Kelvin Lam (Senior China+ Economist)

China+ Datanote: PPI, China, February

In one line: China’s upstream industries continue to see disinflationary pressure.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, February

In one line: China’s consumer price inflation bounces in February, thanks to the timing of the Lunar New Year holiday.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: FX Reserves, China, February

In one line:  Investors return to China’s stock markets in February

Kelvin Lam (Senior China+ Economist)China+

12 March 2024 China+ Monitor China's CPI bounces; upstream industries still see deflationary pressure

  • China’s CPI rebounded due to the timing of Lunar New Year and stronger demand in food and services.
  • By contrast, PPI slid further as deflationary pressure on upstream industries persists.
  • We expect headline CPI disinflation to resume, and China continues to export deflation to rest of world.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, January-February

In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 March 2024

Japanese wages pick up, in advance of the Spring union talks

China exports to emerging markets rise strongly in Jan-Feb

Kelvin Lam (Senior China+ Economist)China+

8 March 2024 China+ Monitor China exports more to emerging markets in January and February

  • China’s export growth increased in January-to-February, partly due to the low base from last year.
  • Exports to emerging markets have risen noticeably, while shipments to ASEAN were flat.
  • New measures are being proposed at the NPC to prop up domestic demand and the property market.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 5 March 2024: China sticks to targeted support

Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 4 March 2024

In one line: Korean PMI reports softer expansion in manufacturing activities

Kelvin Lam (Senior China+ Economist)China+

5 March 2024 China+ Monitor Korean working-day-adjusted export growth vigorous, due to chip upturn

  • Underlying growth in Korean exports was stronger in February, adjusted for working-day differences.
  • Surging demand for semiconductors drove exports higher, thanks to a sustained ICT upturn.
  • The BoK will start lowering rates only in Q3, owing to inflationary pressure and household-debt risks.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, February

In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, January

In one line: Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 February 2024

Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, February

In one line: Korean WDA exports are rebounding strongly in early February, led by semiconductor shipments

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 February 2024

Korean WDA exports rebound strongly; Japan stages double-digit export growth

Kelvin Lam (Senior China+ Economist)China+

22 February 2024 China+ Monitor North Asian exports benefiting from semiconductor 'up-cycle'

  • Korean 20-day export annual growth fell sharply in February, due to the holiday effect...
  • ...Working-day-adjusted data show exports actually increased, led by semiconductor shipments.
  • Japan’s exports rose in January due to base effects, tallying with the chip ‘up-cycle’ in Korean trade.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Current Account Balance, China, Q4

China’s current account surplus fell again in Q4, to just 1.5% of GDP

Kelvin Lam (Senior China+ Economist)China+

February 2023 - China+ Chartbook

  • - CHINA’S CREDIT DATA OFFER GLIMMERS OF HOPE
  • - TOKYO CORE INFLATION DIPS BELOW BOJ’S TARGET
  • - NEW PRODUCT LAUNCHES HELP LIFT KOREAN EXPORTS

Kelvin Lam (Senior China+ Economist)China+

16 February 2024 China+ Monitor Japan enters technical recession as Q4 GDP shrinks unexpectedly

  • Japan’s economy enters technical recession as it saw two successive quarters of negative growth.
  • Despite lacklustre domestic demand, growth was supported by nascent recovery in external demand.
  • BoJ is likely to remove negative rates in Q2 after the Shuntō wage rounds despite weak fundamentals.

Kelvin Lam (Senior China+ Economist)China+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: China+ Documents

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