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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.

November

China+ Datanote: Industrial Profits, China, November

In one line: China's industrial profits deteriorate amid insufficient demand and external uncertainty

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, November

In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, November

In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 December 2024

China's November activity data disappoints again, but property prices show improvement

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money and Credit, China, November

In one line: China's credit demand from the real economy slows to two-decade low

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, November

In one line: China’s export growth weakens amid slowing global demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, November

In one line: China’s producer price deflation eases in November amid signs of stimulus impact

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: CPI, China, November

In one line: China’s consumer inflation sinks further in November, led by weaker food prices, but core inflation shows signs of stabilisation

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Foreign Reserves, China, November

In one line: China’s foreign reserves rise unexpectedly in November, with policy banks likely shouldering some outflow pressures

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Non-Manufacturing PMI, China, November

In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity. 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Official Manufacturing PMI, China, November

In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, November

In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, November

PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 December 2024: Rising demand buoys Caixin and Korean PMIs

China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, November

Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 29 November 2024: Tokyo headline inflation rises

 Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation

Duncan WrigleyChina+

China+ Datanote: BoK Decision, Korea, November

BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 November 2024: BoK makes surprise rate cut

BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 November 2024: China's MLF rate left on hold

China's MLF rate left on hold; more liquidity support needed to fund debt-swap bond issuance

Duncan WrigleyChina+

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Keywords for: China+ Documents

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