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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

December 2021

CHINA+ DATA WRAP 27.01.22 - Chinese Industrial Profits

Propped up by the pandemic, profit growth is returning to normal

Craig BothamChina+

CHINA+ DATA WRAP 17.01.22 - A mostly stronger than expected end to 2021 in China

Manufacturing props up Q4 growth as quarterly momentum improves

Industrial production sprints into the finish

Property was still a hefty headwind in December

A terrible month for the consumer

A modest policy salve

Craig BothamChina+

China+ Datanote: Money Supply, China, December

In one line: Stronger money growth chiefly driven by fiscal efforts, as banks pull back

Craig BothamChina+

CHINA+ DATA WRAP 12.01.22 - Moving past China's inflation peak

Food price growth turns negative once more

Industrial goods inflation wanes further

Craig BothamChina+

China+ Datanote: FX Reserves, China, December

In one line: Reserves are still growing as the PBoC leans against currency strength

Craig BothamChina+

CHINA+ DATA WRAP 06.01.22 - A surprise bounce in China's services PMI

Covid proves less damaging than expected to service sector activity

Craig BothamChina+

CHINA+ DATA WRAP 04.01.22 - Caixin PMI rebounds

Domestic demand underpins a consensus-beating reading for Chinese manufacturing

Craig BothamChina+

CHINA+ DATA WRAP 17.12.21 - BoJ announces more targeted policy settings, but no big changes

Tinkering at the edges, but the elusive inflation target remains the focus

Kuroda leans into a weaker yen

Craig BothamChina+

17 Dec 2021 Further Tentative Signs of Easing Bottlenecks in Japanese Exports

Japanese exports jumped in November, amidst signs of reduced supply chain pressures.

Unfortunately, the outlook for December is dimming, thanks in part to Chinese Covid policy.

Omicron is set to renew supply disruptions, just as they were easing, but it will also weaken demand.

Craig BothamChina+

CHINA+ DATA WRAP 16.12.21 - Japanese trade jumps, but domestic momentum is slowing

Further hope that bottlenecks are easing

Manufacturing output growth slows

Service sector slips from two-year high

Craig BothamChina+

16 Dec 2021 Infrastructure is Still En Route, but Other Headwinds are Forming

November's data are a mixed bag, but investment weakness, led by property, is the main concern.

Infrastructure should begin to offset property soon, but manufacturing faces its own challenges.

Omicron has entered China, and will intensify the cycle of zero-Covid lockdowns.

Craig BothamChina+

14 Dec 2021 Service Sector and SME Revivals are Boosting Japanese Growth

Japan's Tankan survey points to an improvement in Q4, particularly outside manufacturing.

Success in containing Covid, for now, has boosted the services sector, and smaller firms are reviving.

Inflationary pressures continued to build in Q4, but will not disturb BoJ policy yet.

Craig BothamChina+

CHINA+ DATA WRAP 13.12.21 - Tankan points to recovery outside manufacturing

Getting Covid under control boosts Japanese non-manufacturing activity

Craig BothamChina+

China+ Datanote: Money Supply, China, November

In one line: Some stabilisation, but we still think it’s an infrastructure story

Craig BothamChina+

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Keywords for: China+ Documents

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