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

China+ Datanote: Official Manufacturing PMI, China, November

China's manufacturing PMI is hit by falling demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : Caixin Manufacturing PMI, China, October

  • China’s manufacturing sector hit a soft patch in October

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 NOVEMBER 2023

  • China’s manufacturing sector hit a soft patch in October
  • Japan’s final PMI points to moderate activity decline
  • Korean manufacturing PMI shows leading signs of stabilising demand
  • Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 OCTOBER 2023

  • The BoJ makes tweak to yield curve control policy, while expecting core inflation to fall in 2024
  • China’s fall in manufacturing activity reinforces the need for continued economic support
  • China’s infrastructure construction activity is holding up

Duncan WrigleyChina+

PM Datanote: PM Datanote: Manufacturing PMI, Japan, October

  • Japanese manufacturing activity continues to decline with no indication of an upturn in demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 OCTOBER 2023: Korean manufacturing still weak

  • Korean manufacturing remains weak, despite a deceptive rise in the headline PMI
    Japan’s services sector expands at a slower pace

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, September

  • Incremental stimulus is gaining traction, for now

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, September

  • China’s manufacturing sector is lifted by targeted support measures

Duncan WrigleyChina+

China+ Datanote: Caixin PMI, China, August

  • Caixin PMI Signals Expansion

Kelvin Lam (Senior China+ Economist)China+

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 Lam (Senior China+ Economist)China+

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 Lam (Senior China+ Economist)China+

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 Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, Japan, August

  • Japan's PMIs point to faster rise in input costs

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 AUGUST 2023: Japan's PMIs Point to Faster Rise in Input Costs


  • Japan’s manufacturing activity contracts at a slower pace 
  • Services sector growth accelerates amid tourism boom
  • The BoJ will be mindful of the rise in input costs but likely to keep policy stance loose

Kelvin Lam (Senior China+ Economist)China+

PM Datanote: Caixin Manufacturing PMI, China, July

  •  The July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 AUGUST 2023: Manufacturing is Soft Across Northeast Asia

Manufacturing Remains Soft Across Northeast Asia, as Korean Exports Fall
July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity
Japanese manufacturing activity continues to fall  
Korean PMI offers a probably deceptive glimmer of hope in new export orders
Korean exports extend their trend decline in July, facing weakness in all key markets 

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, July

  • Dismal export demand is a drag on flagging manufacturing activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JULY 2023: Chinese Recovery is Faltering, Especially Construction Activity

Export demand is a drag on flagging manufacturing activity
The non-manufacturing recovery is fizzling, with construction PMI at its lowest since February 2020 

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, July

  • Weakening manufacturing drags on Japan’s H2 outlook

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