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 Kelvin Lam (Senior China+ Economist)
- 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+
- China’s exports extended their downward trend inOctober, due to weak G7 and regional demand.
- That said, real export demand for certain goods remains healthy, taking price effects into account.
- The good news is that imports rose unexpectedly, likely on rising stimulus-related demand.
Kelvin Lam (Senior China+ Economist)China+
- China saw a smaller decline of $13.8B in its FX reserves, to $3,101B, in October...
- ...Thanks to a less significant valuation effect and lower capital outflows via the Stock Connects.
- We expect capital outflows to moderate in Q4 as fundamentals strengthen on stimulus measures.
Kelvin Lam (Senior China+ Economist)China+
- China's industrial profits posted a second straight month of growth in September.
- Revenue is growing faster than costs, as demand and pricing power improve.
- Industrial profits should continue to improve in Q4, due to a gradual rebound in domestic demand.
Kelvin Lam (Senior China+ Economist)China+