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.
May
- Japan learns to live with Covid, but must still contend with slower global growth, and bad weather.
- The renminbi is tumbling, along with every other currency, but capital flight risks compel PBoC action.
- Rumours of a coup in China are based on a rogue Twitter account, and should be discounted.
Craig BothamChina+
- August was another bad month for China’s property
sector, with sales, starts, and prices all falling.
- Bailout funds are visible in the data, but so far have only moved the needle from “terrible” to “very bad”.
- More money is needed to break the downward spiral trapping the sector, and restore market confidence.
Craig BothamChina+
- Inflation is falling faster than expected in China, a sign that demand is flatlining.
- Food is the only source of inflationary pressure remaining, and faces government intervention.
- Talk of monetary policy space, however, sadly is meaningless in a liquidity trap.
Craig BothamChina+
- Korean export growth slowed again in August, and was worse than the headline...
- ...coupled with downbeat regional manufacturing PMIs, the outlook for global trade is bleak.
- Inflationary pressures are at least receding, along with demand, bringing a measure of relief.
Craig BothamChina+
