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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.
Chinese GDP beats expectations, despite an uneven recovery and looming oversupply issues
The PBoC keeps the MLF rate on hold, despite slowing credit growth
The PBoC keeps the MLF rate on hold, despite slowing credit growth
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
PMIs point to services sector buoyancy in China and Japan
Chinese manufacturing demand improves after the Lunar New Year holiday
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
CHINA+ OUTLOOK
- CHINA’S TWO SESSIONS OFFER ONLY TARGETED STIMULUS
- BOJ EXITS FROM NEGATIVE RATES; NO NEAR-TERM MOVES
- DEMAND FOR HIGH-END CHIPS LIFTS KOREAN EXPORTS
China activity - industrial sector powers ahead, despite persistent property drag and retail sales losing steam
Fiscal stimulus likely to drive credit demand after the holiday period
China's action plan for equipment upgrading & consumer goods trade-ins to prop up demand
In one line: China’s manufacturing sector treads water during Lunar New Year
China’s manufacturing sector treads water during Lunar New Year
Holiday spending buoys China’s services activity
Japanese manufacturing still struggling
Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
Surprise 25bp cut to five-year LPR unlikely enough to ensure rapid property market rebound; one-year LPR on hold
M1 and credit growth beat expectations, thanks to stimulus
Manufactured goods producer price decline stems partly from industrial spare capacity
China's inflation data point to still-soft domestic demand, after filtering out the holiday noise
Caixin index lifted by capital goods output and intermediate product exports
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
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