Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Kelvin Lam (Senior China+ Economist)

8 August 2025 China+ Monitor China's foreign reserves dip on USD strength and bond losses in July

  • China’s FX reserves fell less than the market expected, but still staged the first drop since December.
  • The currency-valuation effect was the main downward driver, and the bond-valuation effect to a lesser extent.
  • The evolution of China’s FX reserves in H2 hinges critically on the outlook for USD and the Fed.
Kelvin Lam (Senior China+ Economist)China+

July 2025 - China+ Chartbook

  • - CHINA’S PRICE WARS WILL PROMPT POLICY RESPONSE
  • - BOJ STRIKES CAUTIOUS TONE ON GROWTH OUTLOOK
  • - BOK LIKELY TO EASE, DESPITE CURRENCY WORRY
Kelvin Lam (Senior China+ Economist)China+
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Keywords for: China+ Documents

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