Pantheon Macroeconomics
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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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China's November activity data disappoints again, but property prices show improvement
In one line: China's credit demand from the real economy slows to two-decade low
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: China’s export growth weakens amid slowing global demand
In one line: China’s Politburo sets the tone for 2025: "Moderately loose" monetary policy and “more" proactive fiscal plans
In one line: China’s producer price deflation eases in November amid signs of stimulus impact
In one line: China’s consumer inflation sinks further in November, led by weaker food prices, but core inflation shows signs of stabilisation
In one line: China’s foreign reserves rise unexpectedly in November, with policy banks likely shouldering some outflow pressures
China's Caixin PMI shows slowing growth
Korean manufacturing sentiment takes a nosedive
Chinese manufacturing growth ebbs at year-end
In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity.
In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty
In one line: China's credit growth slows to historic lows amid muted household and business loan demand
China's deflation risks persist in October, but there is a silver lining
In one line: China’s headline producer deflation masks stimulus-driven price upticks in construction materials
In one line: China’s CPI near deflation weighed down by volatile items; uptick in services inflation
In one line: China’s Q3 current account surplus widens; inward FDI remains negative for second consecutive quarter
In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
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