Best viewed on a device with a bigger screen...
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 email@example.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
External demand began to perk up in late Q4, if you look through the base effects
Bank lending rates follow the MLF down
Trade data points to weaker Chinese demand
A hawkish hike from the BoK
Japanese exports jumped in November, amidst signs of reduced supply chain pressures.
Unfortunately, the outlook for December is dimming, thanks in part to Chinese Covid policy.
Omicron is set to renew supply disruptions, just as they were easing, but it will also weaken demand.
Further hope that bottlenecks are easing
Manufacturing output growth slows
Service sector slips from two-year high
November's data are a mixed bag, but investment weakness, led by property, is the main concern.
Infrastructure should begin to offset property soon, but manufacturing faces its own challenges.
Omicron has entered China, and will intensify the cycle of zero-Covid lockdowns.
Japan's Tankan survey points to an improvement in Q4, particularly outside manufacturing.
Success in containing Covid, for now, has boosted the services sector, and smaller firms are reviving.
Inflationary pressures continued to build in Q4, but will not disturb BoJ policy yet.
The first decline in China’s trade balance in nine months
Exports suggest regional supply chain recovery
Chinese imports boosted by energy demand, but also tell a reassuring story about momentum - and infrastructure
Disparity with Chinese official data driven by falling new orders and employment, and further supply delays
Japanese capex data hints at little revision to GDP
Resumption of Chinese demand lifts Korean trade, but it’s also flattered by lumpy ship exports
Look through the year-over-year headlines, and there’s hope among the weeds
Chinese exporters shrug off industrial problems amidst resilient external demand
PBoC takes the opportunity to replenish its coffers
Intensifying energy crisis weighed on manufacturing activity in October
Rising Covid cases once again disrupted the services sector
Base effects and energy support Korean exports
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
(6 months only; older publications available on request)
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence