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.

The BoJ is low-balling the recovery forecasts. Japan's December exports were plumped up by prices and volatiles. Korean exports are just about holding up in January.

China+ Datanote: Flash Manufacturing PMI, Japan, April

In one line: Japan's manufacturing PMI improves on higher output and weak JPY

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 April 2024

In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure

Kelvin Lam (Senior China+ Economist)China+

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

In one line: Solid Korean 20-day export growth driven by chips demand 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 April 2024

In one line: China's LPR remains unchanged in April;  Solid Korean 20-day export growth driven by chips demand

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 April 2024

In one line: Japan's inflation cools in March; the BoJ to stand pats next week

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, March

In one line: Japan's inflation cools in March; the BoJ to stand pats next week

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, March

In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 April 2024: Chinese GDP beats expectations

Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues

Duncan WrigleyChina+

China+ Datanote: Tokyo CPI, Japan, March

In one line: Japan’s Tokyo inflation ticks up in March, thanks to a smaller fall in energy prices

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, March

Korean exports propelled by resurgent semiconductor shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 April 2024: Post-holiday bump in Caixin and Korean PMIs

Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, March

Modest improvement in still-dull Japanese manufacturing activity reading

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 March 2024: Flash PMIs points to improved activity

Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip

Duncan WrigleyChina+

China+ Datanote: BoJ decisions, Japan, March

In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 March 2024

In one line: The BoJ scraps negative rates and YCC policies in March, hinting at no further tightening unless inflation spikes.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 18 March 2024: industry powers on, as retail sales slow

China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 March 2024

PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022

China’s property market rout continues, with prices falling further in February

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, January-February

In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.

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