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.

congress

16 Nov 2022 China+ Monitor China's Economy Likely Hit a Bottom in October, as Policy Shifts

  • China’s economy suffered the October blues, due to Covid measures and Congress disruptions.
  • Reviving the domestic economy is crucial, with exports trending down on a gloomy global outlook.
  • Basic shifts in Covid and property policies will pave the way for a gradual growth recovery in 2023.

Duncan WrigleyChina+

11 Nov 2022 China+ Monitor China's Credit Data Disappoints, due to Weak Private Sector Demand

  • China’s October credit data were below expectations, due to a weak economy, the Party Congress...
  • ...The Congress likely disrupted policy-based credit extension for quasi-fiscal projects.
  • China is still caught in a liquidity trap, with credit growing more slowly than M2 again in October.

Duncan WrigleyChina+

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Keywords for: China+ Documents

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