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

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September

12 Jan 2023 China+ Monitor Plunging New Credit Precedes Likely Revival from Early 2023

  • New aggregate financing plummeted in December as China was buffeted by gigantic Covid waves...
  • ...But big cities appear to be past the worst, and many other regions are following close behind...
  • We expect a marked rebirth of credit demand post-Chinese New Year, building in Q2 onwards.

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