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, or contact your account rep

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export orders Profits


The slowdown is just base effects 

Peter BennettChina+

28 May 2021 Manufacturing PMIs Could Edge Higher this Month

Overall, data available so far for May point to a modest improvement in Chinese manufacturing.

Freya Beamish (Chief Asia Economist)China+

1 Apr 2021 Don't put Much Stock in the March Bounce in the Manufacturing PMI

China's official manufacturing PMI rebounded strongly in March, to 51.9, after softening to 50.6 in February.

Freya Beamish (Chief Asia Economist)China+


Ignore the crazy growth numbers, the steady recovery in Chinese profits is intact

Peter BennettChina+

22 Mar 2021 Further BoJ Retreat from Abenomics, but Not Tightening

We've long held the view that the BoJ was looking for the right opportunity to ease the burden of its perma-accommodation on the financial sector.

Freya Beamish (Chief Asia Economist)China+

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