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.

China

CHINA+ DATA WRAP 16 December 2024

China's November activity data disappoints again, but property prices show improvement

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money and Credit, China, November

In one line: China's credit demand from the real economy slows to two-decade low

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 13 December 2024: Central Economic Work Conference (CEWC) 2024, China, December

In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CEWC, China, December

In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, November

In one line: China’s export growth weakens amid slowing global demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Politburo Statement, China, December

In one line: China’s Politburo sets the tone for 2025: "Moderately loose" monetary policy and “more" proactive fiscal plans

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, November

In one line: China’s producer price deflation eases in November amid signs of stimulus impact

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, November

In one line: China’s consumer inflation sinks further in November, led by weaker food prices, but core inflation shows signs of stabilisation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, November

In one line: China’s foreign reserves rise unexpectedly in November, with policy banks likely shouldering some outflow pressures

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 January 2025: China's Caixin PMI shows slowing growth

China's Caixin PMI shows slowing growth
Korean manufacturing sentiment takes a nosedive

Duncan WrigleyChina+

December 2024 - China+ Chartbook

  • - CHINA’S POLICY MACHINES POINT TO MORE EASING IN 2025
  • - THE ‘TRUMP FACTOR’ GIVES THE BOJ PAUSE FOR THOUGHT
  • - BOK SWAYED BY DOMESTIC AND EXTERNAL FACTORS

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Non-Manufacturing PMI, China, November

In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity. 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, November

In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, October

In one line: China's credit growth slows to historic lows amid muted household and business loan demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 November 2024

China's deflation risks persist in October, but there is a silver lining

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, October

In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, October

In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Current Account, China, Q3

In one line: China’s Q3 current account surplus widens; inward FDI remains negative for second consecutive quarter 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, October

In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.

Kelvin Lam (Senior China+ Economist)China+

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