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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
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China's benchmark lending rates unchanged, as PBoC puts immediate focus on currency stability
China's benchmark lending rates unchanged, as PBoC puts immediate focus on currency stability
China's official GDP hits 2024 target thanks to Q4 stimulus sugar rush, but domestic demand is still lagging output growth
Credit growth propped up by government bond issuance, but sagging long-term corporate loans bode ill for investment
In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high
In one line: China’s producer price deflation eases further, but overcapacity risks remain.
In one line: China’s core inflation shows a silver lining; Headline CPI nears deflation on falling food prices.
In one line: China’s foreign reserves fell more than consensus in December, thanks to sizable valuation effect.
China's Caixin services PMI rises at year-end, despite sagging export orders and sentiment
In one line: China's industrial profits deteriorate amid insufficient demand and external uncertainty
In one line: China’s manufacturing growth stabilises at best; more stimulus needed for broader growth
In one line: China’s commercial banks kept LPRs unchanged in December.
China's November activity data disappoints again, but property prices show improvement
In one line: China's credit demand from the real economy slows to two-decade low
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: China’s export growth weakens amid slowing global demand
In one line: China’s Politburo sets the tone for 2025: "Moderately loose" monetary policy and “more" proactive fiscal plans
In one line: China’s producer price deflation eases in November amid signs of stimulus impact
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