Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

china chartbook

2 June 2023 China+ Monitor China's PMI Split Points to a Patchy Recovery and Fragile Demand

  • The divergence in the May Caixin and official PMIs points to varying sector-level performance...
  • ...Downstream consumer sectors are holding up better, while upstream materials sectors are diving.
  • China is likely to deploy targeted support for construction-related investment sectors.

Duncan WrigleyChina+

PM Datanote: Caixin Manufacturing PMI, China, May

  • Caixin PMI indicates manufacturing growth, but only in certain sectors

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 JUNE 2023: Caixin PMI Points to China's Fragile Recovery

Caixin PMI indicates manufacturing growth, but only in certain sectors
Japanese final PMI confirms manufacturing revival, despite falling export orders
Korean manufacturing activity remains sluggish
Korean full-month exports confirm soggy global demand

Duncan WrigleyChina+

PM Datanote: Official Manufacturing PMI, China, May

  • Manufacturing activity declines for a second month, pulled down by weak demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 MAY 2023: Chinese PMIs Broadly Report Falling Demand

Manufacturing activity declines for a second month, pulled down by weak demand
The non-manufacturing rebound is starting to lose its shine

Duncan WrigleyChina+

May 2023 - China+ Chartbook Post NPC

  • China's Lopsided Rebound Is Starting To Flag
  • Japan's Recovery Is Slowly Broadening
  • The BoK Is Likely To Keep Rates On Hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 MAY 2023: Chinese Industrial Profits Extend Rapid Decline

Chinese Industrial Profits Struggle to Make Headway

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 MAY 2023: A Persistent Decline in Korean Exports

A Persistent Decline in Korean Exports Points to Fading Global Growth

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 MAY 2023: Japanese Growth Accelerates

Japanese GDP beats expectations on the back of stronger consumption
Chinese home prices cool, as sales slow

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 MAY 2023: China's Recovery Momentum Ebbs

China's Recovery Momentum Ebbs as the PBoC Hints at Targeted Easing

Duncan WrigleyChina+

PM Data Note: Current Account Balance, China, Q1

  •  Export weakness squeezes China’s current account surplus

Duncan WrigleyChina+

PM Data Note: Money and Credit, China, April

  •  China’s credit data points to a risk that the uneven recovery will lose momentum 

Duncan WrigleyChina+

PM Data Note: PPI, China, April

  • Producer prices continue to fall, after capacity build up

Duncan WrigleyChina+

CHINA+ DATA WRAP 11 MAY 2023: Chinese Inflation Cools as Supply Rebounds Faster than Demand

Slowing consumer prices reflect China's uneven domestic demand recovery
Producer prices continue to fall, after capacity build up

Duncan WrigleyChina+

CHINA+ DATA WRAP 9 MAY 2023: China's Cooling Trade Data Confirm Uneven Recovery

China's Cooling Trade Figures Confirm its Uneven Recovery

Duncan WrigleyChina+

CHINA+ DATA WRAP 5 MAY 2023: Chinese Services Activity Remains Robust

Chinese Services Activity Remains Robust During the Reopening

Duncan WrigleyChina+

PM Data Note: Caixin Manufacturing PMI, China, April

  • Caixin PMI Confirms China's Manufacturing Activity is Flagging

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 MAY 2023: China's Manufacturing Activity is Flagging

Caixin PMI Confirms China's Manufacturing Activity is Flagging

Duncan WrigleyChina+

CHINA+ DATA WRAP 27 APRIL 2023: Chinese Industrial Profits Extend Steep Fall

CHINA+ DATA WRAP 27 APRIL 2023: Chinese Industrial Profits Extend Steep Fall

Duncan WrigleyChina+

April 2023 - China+ Chartbook Post NPC

  • China Beats Expectations In Q1, But Will It Last?
  • New BoJ Governor Udea Unlikely To Rock The Boat
  • Korean Export Woes Show Little Sign Of Relief

Duncan WrigleyChina+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence