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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.
In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high
In one line: China’s producer price deflation eases further, but overcapacity risks remain.
In one line: China’s core inflation shows a silver lining; Headline CPI nears deflation on falling food prices.
In one line: China’s foreign reserves fell more than consensus in December, thanks to sizable valuation effect.
In one line: China's industrial profits deteriorate amid insufficient demand and external uncertainty
In one line: China’s manufacturing growth stabilises at best; more stimulus needed for broader growth
In one line: China’s commercial banks kept LPRs unchanged in December.
China's November activity data disappoints again, but property prices show improvement
In one line: China's credit demand from the real economy slows to two-decade low
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: CEWC Takeaway: China prioritises demand-boosting policies for 2025, but details revealed remain underwhelming.
In one line: China’s export growth weakens amid slowing global demand
In one line: China’s Politburo sets the tone for 2025: "Moderately loose" monetary policy and “more" proactive fiscal plans
In one line: China’s producer price deflation eases in November amid signs of stimulus impact
In one line: China’s consumer inflation sinks further in November, led by weaker food prices, but core inflation shows signs of stabilisation
In one line: China’s foreign reserves rise unexpectedly in November, with policy banks likely shouldering some outflow pressures
In one line: China’s non-manufacturing growth stalls in November as construction weighs on activity.
In one line: China’s stimulus continues to give manufacturing activity a modest lift amid looming geopolitical uncertainty
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