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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
Please use the filters on the right to search for a specific date or topic.
China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost
Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US
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: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty
In one line: China’s manufacturing growth stabilises at best; more stimulus needed for broader growth
Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
Korea’s WDA 20-day exports remain steady ahead of Trump inauguration
In one line: China’s commercial banks kept LPRs unchanged in December.
BoJ holds rates in December; Eyes on Ueda for rate path clues
In one line: Japan’s manufacturing PMI rebounds, Services activity improves ahead of festive season
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 Politburo sets the tone for 2025: "Moderately loose" monetary policy and “more" proactive fiscal plans
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