Best viewed on a device with a bigger screen...
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 firstname.lastname@example.org, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Industrial production growth slowed sharply in July; no signs yet of infrastructure picking up the slack.
Delta is adding to the recent misery in retail sales; a Q3 GDP growth downgrade is now on the cards.
Japan's economy stabilised in the second quarter despite the rolling Covid hit and soft lockdowns.
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
Japan's GDP contracted in Q1, by 1.3% quarter- on-quarter, after the 2.8% increase in Q4.
Real sales growth was the big miss in the April activity data.
Last week, we explained how deteriorating monetary trends led us to revise down our GDP growth forecast for next year.
We are waiting for a step change in China's trade surplus, back down to pre-Covid levels, but the April data left us still holding our breath.
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
(6 months only; older publications available on request)
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence