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.
Duncan Wrigley
- The summary document from China’s Third Plenum hints at further short-term growth support.
- The reform strategy prioritizes manufacturing and high-tech development.
- But bold reforms to fill the demand hole left by the tanking property sector seem unlikely.
Duncan WrigleyChina+
Japanese headline exports continue to rise, despite auto shipment disruptions
Duncan WrigleyChina+
- China’s residential sales are staging a modest and narrowly based revival, thanks to policy easing.
- But prices are still mostly falling, and the recovery is fragile given high housing inventories.
- A drawn-out and bumpy rebound is still the most likely scenario, gradually limiting the drag on growth.
Duncan WrigleyChina+
- China’s soft June credit data indicated weak demand for funding, except government bonds.
- Higher net long-term household loans probably reflect a revival in pre-owned property sales.
- Money growth continued to be buffeted by fund flows from corporate bank deposits into bond funds.
Duncan WrigleyChina+
- China’s Q2 sequential GDP growth was the lowest in two years, hit by fading domestic demand.
- Industrial output growth has been relatively steady, supported by export demand.
- A fiscal policy support top-up is increasingly likely, with monetary easing playing second fiddle.
Duncan WrigleyChina+
Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output
Duncan WrigleyChina+
