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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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

CHINA+ DATA WRAP 9 June 2026: China's buoyant trade driven by AI boom

In one line: Shipments of integrated circuits and computers main drivers of export growth
Crude oil import volume falling

CN Datanote: RatingDog Services and Composite PMIs, China, May

In one line: China’s RatingDog composite PMI signals faster Q2 GDP growth; services PMI lifted by holiday demand

CN Datanote: Whole Economy PMI, Hong Kong, May

In one line: Hong Kong PMI partially recovers on Golden Week tourism demand and construction.

CN Datanote: RatingDog Manufacturing PMI, China, May

In one line: China’s RatingDog PMI reinforces NBS evidence of softer industrial production and export growth in May

CN Datanote: Manufacturing PMI, Korea, May

In one line: Korea’s manufacturing activity hit a 5 year high on precautionary stock-building

CN Datanote: Official NBS Non-Manufacturing PMI, China, May

In one line: Holiday services demand lifts China's non-manufacturing activity, while construction activity recovers slightly

CN Datanote: Official NBS Manufacturing PMI, China, May

In one line: China’s official PMI weighed down by May holiday disruption and payback from March’s overshoot.

May 2026 - China+ Chartbook

CHINA+ OUTLOOK

  • - CHINA'S Q2 WEAK START ONLY PARTLY DUE TO IRAN WAR
  • - BOJ LIKELY TO RESUME POLICY NORMALISATION IN JUNE
  • - NEW BOK GOVERNOR LIKELY TO SET HAWKISH TONE

CN Datanote: Flash Services PMI Japan, May

In one line: Japan's services activity stalls in May, likely hit by slowing inbound tourism

CN Datanote: Flash Manufacturing PMI, Japan, May

In one line: Japan’s manufacturing expansion slows in May, but precautionary front-loading continues

CHINA+ DATA WRAP 20 May 2026: Rates on hold, despite April slowdown

In one line: Policy rate cut only likely after several months of flagging growth

CHINA+ DATA WRAP 18 May 2026: China hits a speed bump in April

In one line: April's weak economic data due to energy shock and severe weather

PM Datanote: Money & Credit, China, April

In one line: rise in fiscal deposits likely points to temporary building activity disruptions due to severe weather.

CN Datanote: Exports, China, March

In one line: China trade surplus hit by soft exports and hi-tech driven imports

PM Datanote: Whole Economy PMI, Hong Kong, March

In one line: Hong Kong PMI falls below 50 for first time since August 2025 amid war uncertainty in the Middle East

PM Datanote: RatingDog Services PMI, China, March

In one line: China’s RatingDog services PMI cools on payback effect, wither employment softening

CN Datanote: CPI, China, March

In one line: China CPI: Post LNY decline less pronounced as energy contribution rises 

CN Datanote: PPI, China, March

In one line: China ends 41-month of PPI deflation as war-driven energy spike lifts prices

CN Datanote: PPI, China, April

In one line: China’s PPI jumps on energy shock as war-driven reflation accelerates

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Keywords for: China+ Documents

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