Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.

january

CHINA+ DATA WRAP 2 February 2026: China's manufacturing PMIs diverge

In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector

China+ Datanote: BoJ Decision, Japan, January

In one line: BoJ stands pats in January, but inflation momentum keeps tightening chances intact.

China+ Datanote: Flash PMIs, Japan, January

In one line: Japan’s PMIs jump in January, pointing to firmer labour demand, especially in manufacturing.

China+ Datanote: 20-Day Exports, Korea, January

In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.

CHINA+ DATA WRAP 30 January 2026: Sharp drop in Tokyo inflation

In one line: Sharp drop in Tokyo inflation largely due to one-off factors; won't change BoJ outlook

China+ Datanote: Loan Prime Rates, China, January

In one line: China’s LPR on hold in January; targeted structural rate cuts unclog credit supply and hopefully induce more loan demand.

China+ Datanote: BoK Decision, Korea, January

In one line: Bank of Korea drops its easing bias as currency stability takes priority

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Keywords for: China+ Documents

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