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.

PMI Kelvin Lam (Senior China+ Economist)

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+ DATA WRAP 5 JANUARY 2024

Japan's Services PMI Reports Higher Domestic Demand in December

Kelvin Lam (Senior China+ Economist)China+

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+ 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+ 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+ 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+

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Keywords for: China+ Documents

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