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 PMI

China+ Datanote: Manufacturing PMI, China, February

In one line: China’s manufacturing sector treads water during Lunar New Year 

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 March 2024

China’s manufacturing sector treads water during Lunar New Year 

Holiday spending buoys China’s services activity 

Japanese manufacturing still struggling 

Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, February

  • Japanese manufacturing activity hit by fading demand and supply

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 February 2024

Caixin services PMI pointing to slower growth, while output prices are falling.

Japan’s service sector rosier than thought.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin index lifted by capital goods output and intermediate product exports 

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 JANUARY 2024

Japan's Services PMI Reports Higher Domestic Demand in December

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

Caixin services PMI offers glimmers of hope

Japanese manufacturing activity is struggling

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, December

The volatile Caixin PMI is more optimistic than the official measure again

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 JANUARY 2024

The volatile Caixin PMI is more optimistic than the official measure again

Korea’s manufacturing activities steady in December

Korean export growth accelerates on a WDA basis 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash manufacturing PMI, Japan, December

Japanese manufacturing activity weakens but services activity rises

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 DECEMBER 2023: China remains at a low ebb

China's economy treads water in November; steeper existing home price fall points to market clearing
Japanese manufacturing activity weakens but services rise

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 DECEMBER 2023: Tokyo CPI nears BoJ target rate

Tokyo core inflation excluding fresh food is nearing the BoJ target rate
Japan's services PMI indicates slowing growth
China’s Caixin services PMI ticked up

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2023: Caixin PMI rises

China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters 

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 NOVEMBER 2023

China's manufacturing PMI is hit by falling demand; the BoK keeps rates on hold

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