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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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Mixed picture for China's manufacturers
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Industrial profits hit by rising costs and dull demand
China activity bolstered by equipment upgrade and home appliance trade-in policies, despite weak property and auto sales
Government bond issuance props up credit creation, as M1 takes a dive
Japan's revised Q1 GDP still points to miserable domestic demand
China's robust May export growth largely propelled by shipments to ASEAN
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
China activity - retail sales slow as industrial output rebounds; likely major property policy announcement due today
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
Chinese services sector ploughs ahead
Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders
China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
The PBoC keeps the MLF rate on hold, despite slowing credit growth
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,