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 December
- Industrial profits decline eases on a year to date basis
Kelvin LamChina+
CHINA+ OUTLOOK
- - CHINA ISSUES TARGETED PROPERTY POLICY SUPPORT
- - THE BOJ IS UNLIKELY TO TIGHTEN, AS WAGES COOL
- - KOREA FACES GROWTH HEADWINDS
duncan wrigleyChina+
- Chinese benchmark lending rates on hold this month
Kelvin LamChina+
Japanese exports continue to slide, despite semiconductor uptick
Chinese benchmark lending rates on hold this month
duncan wrigleyChina+
- Green shoots sprout in China's August data, following targeted growth support
Retail sales pick up, thanks to encouraging signs of discretionary spending
duncan wrigleyChina+
- Producer price deflation pressure eases, broadly in line with consensus
Kelvin LamChina+
- China consumer prices grow again in August, thanks to a smaller drag from energy prices
- Producer price deflation pressure eases, broadly in line with consensus
Kelvin LamChina+
- Faster government bond issuance aims to stabilise investment growth
duncan wrigleyChina+
- Exports continued to be hit by weak global demand; FX reserves fell more than expected
Kelvin LamChina+
- Caixin PMI Signals Expansion
Kelvin LamChina+
- China’s Caixin manufacturing PMI signals activity expansion in August
- Korean manufacturing weakens again in August
- Japan’s manufacturing conditions deteriorate
- Korean exports extend their decline
Kelvin LamChina+
- Manufacturing activity showing emerging signs of stabilisation as new orders expands for the first time in five months
Kelvin LamChina+
- Manufacturing activity showing emerging signs of stabilisation as new orders expands for the first time in five months
- Services sector growth decelerates further as demand recedes
Kelvin LamChina+
- China's industrial profits decline eases but downward pressure remains
Kelvin LamChina+
CHINA+ OUTLOOK
- - FALLING HOME SALES CAUSE POLICY HEADACHES IN CHINA
- - JAPAN’S DOMESTIC DEMAND RECOVERY IS SHAKY
- - KOREAN EXPORTS SHOW BROAD REGIONAL WEAKNESS
duncan wrigleyChina+
- PBoC Keeps 5Y LPR Unchanged; Korean Exports Deteriorate Further
duncan wrigleyChina+
- PBoC announces no change to the five-year LPR; but local mortgage rates are still likely to fall
duncan wrigleyChina+
China New Home Prices Stage Largest Decline Since End 2022
duncan wrigleyChina+
Chinese Credit Growth Hits a Soft Patch as Households Repay Loans
duncan wrigleyChina+
