Pantheon Macroeconomics

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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 December

CHINA+ DATA WRAP 27 SEPTEMBER 2023

  • Industrial profits decline eases on a year to date basis

Kelvin LamChina+

September 2023 - China+ Chartbook

CHINA+ OUTLOOK

  • - CHINA ISSUES TARGETED PROPERTY POLICY SUPPORT 
  • - THE BOJ IS UNLIKELY TO TIGHTEN, AS WAGES COOL
  • - KOREA FACES GROWTH HEADWINDS

duncan wrigleyChina+

China+ Datanote: PBoC Policy Decision China September

  • Chinese benchmark lending rates on hold this month

Kelvin LamChina+

CHINA+ DATA WRAP 20 SEPTEMBER 2023: Japanese exports continue to slide

Japanese exports continue to slide, despite semiconductor uptick
Chinese benchmark lending rates on hold this month

duncan wrigleyChina+

CHINA+ DATA WRAP 15 SEPTEMBER 2023: Green shoots sprout in China's August data

  • 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+

China+ Datanote: PPI, China, August

  • Producer price deflation pressure eases, broadly in line with consensus

Kelvin LamChina+

CHINA+ DATA WRAP 11 SEPTEMBER 2023

  • 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+

China+ Datanote: Money & Credit, China, August

  • Faster government bond issuance aims to stabilise investment growth

duncan wrigleyChina+

CHINA+ DATA WRAP 1 SEPTEMBER 2023: Manufacturing Weakens in Northeast Asia; Caixin PMI Signals Expansion

  • 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+

China+ Datanote: Official PMI, China, August

  • Manufacturing activity showing emerging signs of stabilisation as new orders expands for the first time in five months

Kelvin LamChina+

CHINA+ DATA WRAP 31 AUGUST 2023: Manufacturing Remains Weak but Showing Signs of Stabilisation

  • 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+

August 2023 - China+ Chartbook

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+

China+ Datanote: PBoC Policy Decisions, China, August

  • PBoC announces no change to the five-year LPR; but local mortgage rates are still likely to fall

duncan wrigleyChina+

China+ Datanote: Money & Credit, China, July

Chinese Credit Growth Hits a Soft Patch as Households Repay Loans

duncan wrigleyChina+

PM Datanote: PPI, China, July

  • Producer prices rise m/m, though demand is still soft

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