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 28 April 2024

Chinese industrial profits continue to improve in Q1 despite March's slowdown

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMIs, China, April

Manufacturing output in rude health, though the PMIs provide contrasting readings for new orders

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 April 2024: Manufacturing PMIs point to robust output

China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip

Duncan WrigleyChina+

April 2024 - China+ Chartbook

  • - CHINA’S RECOVERY MAKING HEADWAY
  • - JPY PRESSURE GIVING THE BOJ A HEADACHE
  • - STRONG EXPORTS LIFT KOREAN GROWTH

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: LPR, China, April

In one line: China's LPR remains unchanged in April

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 April 2024

In one line: China's LPR remains unchanged in April;  Solid Korean 20-day export growth driven by chips demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 April 2024: Chinese GDP beats expectations

Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues

Duncan WrigleyChina+

China+ Datanote: MLF Rate, China, April

The PBoC keeps the MLF rate on hold, despite slowing credit growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 April 2024: MLF rate unchanged

The PBoC keeps the MLF rate on hold, despite slowing credit growth

Duncan WrigleyChina+

China+ Datanote: Money & Credit, China, March

Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus 

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 April 2024

China consumer prices slow as producer deflation deepens

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, March

In one line: Producer price deflation deepens further, thanks to excess capacity

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, March

In one line:  China forex reserves rose more than expected in March, thanks to stronger trade surplus and bond inflows.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, March

In one line: Manufacturing activity expands for the first time in 6 months 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, March

Chinese manufacturing demand improves after the Lunar New Year holiday 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 April 2024: Post-holiday bump in Caixin and Korean PMIs

Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend

Duncan WrigleyChina+

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Keywords for: China+ Documents

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