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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

2 Dec 2022 China+ Monitor Northeast Asian Economies Stutter, as Demand Fades

Winter has arrived for the northeast Asian economies, hit by faltering domestic and global demand.

Korean exports declined sharply in November, with dramatic drops in shipments to China and Japan.

Manufacturing PMIs show a broad, synchronised cooling in China, Japan and Korea.

Duncan WrigleyChina+

PM Note: China Caixin PMI November

  • In one line: Caixin PMI confirms broad weakness in demand and output in China, as Covid policy is under the spotlight

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2022: PMIs and Korean Exports Point to Weakness

PMIs and Korean Exports Point to Marked Weakness in Northeast Asian Economies

Duncan WrigleyChina+

PM Note: China PMIs November

  • China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 NOVEMBER 2022: China's PMIs Show Mounting Economic Pressure

China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 NOVEMBER 2022: China Industrial Profits Fall Faster

China Industrial Profits Fall Faster, but Equipment Manufacturing is a Notable Exception

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 NOVEMBER 2022: Korean Exports' Decline Accelerates

Accelerating Decline in Korean Exports Indicates Global Economy is in Poor Shape

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 NOVEMBER 2022: China's Home Price Decline Steepens

China's Home Price Decline Steepens in October, as Developers Come Under Pressure

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 NOVEMBER 2022: Broad October slowdown is likely the bottom

China's broad slowdown in October is likely to mark the bottom, as policy shifts

Duncan WrigleyChina+

15 Nov 2022 China+ Monitor China Unleashes 16 Measures for Developer Liquidity Support

  • China has issued developer liquidity support policies to help restore confidence in the sector.
  • Homebuyers should return to the market in a discerning fashion that favours good developers.
  • The property sector recovery will still be geographically uneven and drawn out.

Duncan WrigleyChina+

14 Nov 2022 China+ Monitor China Strikes New Balance Between Pandemic Control and the Economy

  • The markets are right to cheer China’s more targeted set of Covid control measures...
  • ...they mark the first step along the exit path, and confirm the view of leadership pragmatism.
  • The high household saving rate is indicative of the economic drag created by zero-Covid policy.

Duncan WrigleyChina+

China+ Data Note: China Money and Credit, October

  • In one line: China still caught in a liquidity trap, with credit weakening again over the Congress period

Duncan WrigleyChina+

PM Note: China CPI October

  • In one line: Disinflationary CPI Trend Confirms Weak Domestic Demand

Duncan WrigleyChina+

October 2022 - China+ Chartbook

  • Chinese Recovery Is Uneven And Flawed
  • Japan's Rising Inflation Will Not Budge The BoJ
  • Korean Exports Signal Shrinking Global Trade

Andres Abadia (Senior International Economist)China+

PM Note: China FX Reserves October

  • In one line: official explanation fails fully to account for increase in FX reserves   

Duncan WrigleyChina+

CHINA+ DATA WRAP 7 NOVEMBER 2022: Trade Balance Barely Rises as Exports Slow

China’s Trade Balance Barely Rises as Import Growth Overtakes Export Growth

Duncan WrigleyChina+

PM Note: China Current Account Q3

  • In one line: the mushrooming current account surplus is indicative of uneven economic reopening and capital outflows.

Duncan WrigleyChina+

4 Nov 2022 China+ Monitor China's Services Sector Held Back by Covid Restrictions, Again

  • China’s Covid restrictions hit services activity harder than expected in October.
  • The National Health Commission reiterated the zero-Covid policy, indicating no immediate shift.
  • The nasal vaccine rollout offers a ray of hope for an exit strategy, providing the results are satisfactory.

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 NOVEMBER 2022: Covid restrictions hit services activity hard

China’s Covid restrictions hit services activity more than expected

Duncan WrigleyChina+

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Keywords for: China+ Documents

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