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.

Manufacturing

PM Datanote: Caixin Manufacturing PMI, China, May

  • Caixin PMI indicates manufacturing growth, but only in certain sectors

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 JUNE 2023: Caixin PMI Points to China's Fragile Recovery

Caixin PMI indicates manufacturing growth, but only in certain sectors
Japanese final PMI confirms manufacturing revival, despite falling export orders
Korean manufacturing activity remains sluggish
Korean full-month exports confirm soggy global demand

Duncan WrigleyChina+

1 June 2023 China+ Monitor China's Uneven Reopening Recovery is Spluttering, Everywhere

  • China’s official manufacturing PMI posted a second straight sub-50 reading in May.
  • Weak demand at home and abroad is pulling down activity and prices in manufacturing, as well as...
  • ...Non-manufacturing, which also saw new orders plunge below 50 in May, despite robust activity.

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, May

  • Manufacturing activity declines for a second month, pulled down by weak demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 MAY 2023: Chinese PMIs Broadly Report Falling Demand

Manufacturing activity declines for a second month, pulled down by weak demand
The non-manufacturing rebound is starting to lose its shine

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, May

  • Japanese manufacturing activity returns to growth in May

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 MAY 2023: Japan's Flash PMIs Indicate a Broadening Recovery

Japan's Flash PMIs Indicate a Broadening Domestic Recovery

Duncan WrigleyChina+

PM Data Note: Caixin Manufacturing PMI, China, April

  • Caixin PMI Confirms China's Manufacturing Activity is Flagging

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 MAY 2023: China's Manufacturing Activity is Flagging

Caixin PMI Confirms China's Manufacturing Activity is Flagging

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 MAY 2023: Japanese and Korean April PMIs remain weak

Northeast Asian manufacturing is weighed down by dismal global demand
Korea’s reliance on electronics sector helps explain its gloomier PMI readings

Duncan WrigleyChina+

PM Data Note: Flash Manufacturing PMI, Japan, April

  • Soft global demand is dragging down Japanese manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 APRIL 2023: Japanese Consumer Inflation Eases Slightly

Japanese PMIs continue to report divergence between weak manufacturing and robust services
Japanese consumer inflation cools slightly
Korean exports continue to signal global weakness

Duncan WrigleyChina+

PM Data Note: Final Manufacturing PMI, Japan, March

  • Japanese business conditions remain miserable

Duncan WrigleyChina+

PM Data Note: Caixin Manufacturing PMI, China, March

  • Caixin PMI points to Chinese private sector manufacturing activity stalling in March

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 APRIL 2023: March PMIs point to a multi-speed Chinese recovery

March PMIs point to a multi-speed Chinese recovery and gloom in Japan and Korea

Duncan WrigleyChina+

PM Data Note: Official Manufacturing PMI, China, March

  • China’s imbalanced recovery continued in the March PMIs 

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 MARCH 2023: PMIs reveal China's lopsided recovery

China is on track for a lopsided, moderate-paced recovery

Duncan WrigleyChina+

PM Data Note: Flash Manufacturing PMI, Japan, March

  • Japan’s manufacturing PMI is pulled down by weak demand, at home and abroad

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 MARCH 2023: Japan's Inflation Cools on Energy Subsidies

Japan's Inflation Cools on Energy Subsidies

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 MARCH 2023: Korean PMI Points to Continued Moderate Decline

Korean PMI Points to Continued Moderate Decline

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