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 China

2 June 2023 China+ Monitor China's PMI Split Points to a Patchy Recovery and Fragile Demand

  • The divergence in the May Caixin and official PMIs points to varying sector-level performance...
  • ...Downstream consumer sectors are holding up better, while upstream materials sectors are diving.
  • China is likely to deploy targeted support for construction-related investment sectors.

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, May

  • Caixin PMI indicates manufacturing growth, but only in certain sectors

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 JUNE 2023: Caixin PMI Points to China's Fragile Recovery

Caixin PMI indicates manufacturing growth, but only in certain sectors
Japanese final PMI confirms manufacturing revival, despite falling export orders
Korean manufacturing activity remains sluggish
Korean full-month exports confirm soggy global demand

Duncan WrigleyChina+

1 June 2023 China+ Monitor China's Uneven Reopening Recovery is Spluttering, Everywhere

  • China’s official manufacturing PMI posted a second straight sub-50 reading in May.
  • Weak demand at home and abroad is pulling down activity and prices in manufacturing, as well as...
  • ...Non-manufacturing, which also saw new orders plunge below 50 in May, despite robust activity.

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, May

  • Manufacturing activity declines for a second month, pulled down by weak demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 MAY 2023: Chinese PMIs Broadly Report Falling Demand

Manufacturing activity declines for a second month, pulled down by weak demand
The non-manufacturing rebound is starting to lose its shine

Duncan WrigleyChina+

May 2023 - China+ Chartbook Post NPC

  • China's Lopsided Rebound Is Starting To Flag
  • Japan's Recovery Is Slowly Broadening
  • The BoK Is Likely To Keep Rates On Hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 MAY 2023: Chinese Industrial Profits Extend Rapid Decline

Chinese Industrial Profits Struggle to Make Headway

Duncan WrigleyChina+

PM Datanote: Flash Manufacturing PMI, Japan, May

  • Japanese manufacturing activity returns to growth in May

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 MAY 2023: Japan's Flash PMIs Indicate a Broadening Recovery

Japan's Flash PMIs Indicate a Broadening Domestic Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 MAY 2023: A Persistent Decline in Korean Exports

A Persistent Decline in Korean Exports Points to Fading Global Growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 MAY 2023: Japanese Growth Accelerates

Japanese GDP beats expectations on the back of stronger consumption
Chinese home prices cool, as sales slow

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 MAY 2023: China's Recovery Momentum Ebbs

China's Recovery Momentum Ebbs as the PBoC Hints at Targeted Easing

Duncan WrigleyChina+

PM Data Note: Current Account Balance, China, Q1

  •  Export weakness squeezes China’s current account surplus

Duncan WrigleyChina+

PM Data Note: Money and Credit, China, April

  •  China’s credit data points to a risk that the uneven recovery will lose momentum 

Duncan WrigleyChina+

PM Data Note: PPI, China, April

  • Producer prices continue to fall, after capacity build up

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 MAY 2023: Chinese Inflation Cools as Supply Rebounds Faster than Demand

Slowing consumer prices reflect China's uneven domestic demand recovery
Producer prices continue to fall, after capacity build up

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 MAY 2023: China's Cooling Trade Data Confirm Uneven Recovery

China's Cooling Trade Figures Confirm its Uneven Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 8 MAY 2023: Resurgent Tourism Propels Japanese Services PMI

Resurgent Tourism Propels Japanese Services PMI

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 MAY 2023: Chinese Services Activity Remains Robust

Chinese Services Activity Remains Robust During the Reopening

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