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.

caixin pmi

13 July 2021 GDP Growth Probably was at its Lowest Point this Year in Q2

We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.

Freya Beamish (Chief Asia Economist)13th Jul 2021 00:10China+

8 July 2021 CPI Inflation Could Still Edge Higher in June, Despite Mid-Year Weakness

Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.

Freya Beamish (Chief Asia Economist)8th Jul 2021 00:00China+

6 July 2021 Local Government Expenditure will Soon Pick up, but Soon Enough?

China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...

Freya Beamish (Chief Asia Economist)6th Jul 2021 00:10China+

CHINA+ DATA WRAP 5.7.21

Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.

Peter Bennett5th Jul 2021 11:05China+

2 July 2021 Chinese Manufacturing is Underperforming; Variants or Reversal

Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's. 

Freya Beamish (Chief Asia Economist)2nd Jul 2021 00:00China+

CHINA+ DATA WRAP 1.7.21

Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.

Freya Beamish (Chief Asia Economist)1st Jul 2021 16:00China+

1 July 2021 Manufacturing PMI Points to Q2 GDP Growth Slowdown

The official manufacturing PMI indicates that bottlenecks remain a problem.

Freya Beamish (Chief Asia Economist)1st Jul 2021 00:00China+

China+ Datanote: Official Manufacturing PMI, June, China 2021

In one line: PMI signals a more modest pick-up for June PPI inflation.

Freya Beamish (Chief Asia Economist)30th Jun 2021 16:18China+

CHINA+ DATA WRAP 30.6.21

PMI signals a more modest pick-up for June PPI inflation. Variant fears are getting to the services sector.

Freya Beamish (Chief Asia Economist)30th Jun 2021 16:18China+

28 June 2021 June PMIs will Provide Further Evidence of a Mid-Year Slowdown

China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...

Freya Beamish (Chief Asia Economist)28th Jun 2021 00:10China+

CHINA+ DATA WRAP 23.6.21

Japan's PMI is telling an old story.

Freya Beamish (Chief Asia Economist)23rd Jun 2021 16:39China+

4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

Freya Beamish (Chief Asia Economist)4th Jun 2021 00:00China+

CHINA+ DATA WRAP 3.6.21

A slight softening; price pressure building

Freya Beamish (Chief Asia Economist)3rd Jun 2021 16:02China+

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

Freya Beamish (Chief Asia Economist)2nd Jun 2021 00:00China+

CHINA+ DATA WRAP 1.6.21

Bottlenecks are restraining Chinese activity. Japan's Q4/Q1 GDP could be in for revisions. Korean exports show trade has slowed but not turned.

Freya Beamish (Chief Asia Economist)1st Jun 2021 14:38China+

1 June 2021 The PMI Suggests PPI Inflation Likely Jumped Again in May

China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.

Freya Beamish (Chief Asia Economist)1st Jun 2021 00:10China+

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