Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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 industrial production

China+ Datanote : Caixin Manufacturing PMI, China, October

  • China’s manufacturing sector hit a soft patch in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 NOVEMBER 2023

  • China’s manufacturing sector hit a soft patch in October
  • Japan’s final PMI points to moderate activity decline
  • Korean manufacturing PMI shows leading signs of stabilising demand
  • Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 OCTOBER 2023

  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 OCTOBER 2023: Tokyo CPI makes surprise jump in October

  • The BoJ won't be budged by the uptick in the headline Tokyo CPI
  • China’s industrial profits pick up, thanks to producer prices bottoming out and stimulus support

Duncan WrigleyChina+

October 2023 - China+ Chartbook

CHINA+ OUTLOOK
- CHINA’S INCREMENTAL EASING YIELDS RESULTS
- JAPAN’S SHAKY RECOVERY STRUGGLES TO BROADEN OUT
- KOREAN EXPORTS SHOW TENTATIVE IMPROVEMENT

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, October

  • In one line: China's LPR rate on hold, after the promising Q3 economic figures 

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 October 2023

  • No change to the LPR rate as the PBoC monitors the impact of earlier targeted support
  • Japan’s inflation falls to the lowest in 12 months, driven by slower core and energy inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 OCTOBER 2023: The BoK holds fast

  • The BoK holds fast
  • Japanese exports rebound
  • Chinese home price fall continues

Duncan WrigleyChina+

CHINA+ DATA WRAP 18 OCTOBER 2023: China' GDP is lifted by targeted stimulus

  • Chinese GDP beats market expectations, thanks to targeted stimulus and reviving household spending

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 OCTOBER 2023: The PBoC keeps the MLF rate on hold for now

  • The PBoC keeps the MLF rate on hold for now; a cut is likely by year-end

Duncan WrigleyChina+

China+ Datanote: PM Datanote: PPI, China, September

  • Producer price deflation abates, as International energy and materials prices warm up

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 OCTOBER 2023: Consumer inflation remains dull

  • China's dull consumer inflation reflects a gentle demand recovery

Duncan WrigleyChina+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: China+ Documents

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