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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.

September

CHINA+ DATA WRAP 18 October 2024: China's GDP growth picked up in Q3

China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target

Duncan WrigleyChina+

China+ Datanote: Exports, China, September

In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: PPI, China, September

In one line: China’s insufficient demand and over capacity continue to weigh on producer prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 14 October 2024

In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, September

In one line: Korea’s resilient export growth continues on a working day adjusted basis in September. 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 October 2024

In one line: China's FX reserves rose more than expected in September

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 30 September 2024

In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, China, September

In one line: China’s manufacturing downturn persists amid weak demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Tokyo CPI, Japan, September

In one line: Tokyo inflation dips in September as energy subsidies reinstated; Underlying inflation remains resilient

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 September 2024

In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 September 2024

In one line: Korea 20-day export growth remained resilient on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, September

In one line: Korea 20-day export growth remained resilient on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, September

Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 October 2024: Korean manufacturing PMI plunges

Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 October 2024: Steady sentiment among Japanese large manufacturers

Japanese manufacturers' sentiment is steady

Korean underlying export growth remains strong

Duncan WrigleyChina+

China+ Datanote: Politburo, China, September

Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support

Duncan WrigleyChina+

China+ Datanote: MLF Rate, China, September

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

Duncan WrigleyChina+

CHINA+ DATA WRAP 25 September 2024: MLF rate cut as expected

MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 September 2024: PBoC launches broad support package

PBoC's policy support should stoke short-term market sentiment and growth, but won't solve China's structural woes 
Japan's flash PMIs show mixed performance

Duncan WrigleyChina+

China+ Datanote: PBoC Policy Decision, China, September

14 day reverse repo rate cut isn't additional stimulus, but completion of July's rate cuts

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,