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.

fixed asset investment

CHINA+ DATA WRAP 17 JANUARY 2023: China's Economy Weathers Covid Exit Waves

China's Economy Weathers Covid Exit Waves Better than Expected

Duncan WrigleyChina+

CHINA+ DATA WRAP 15 NOVEMBER 2022: Broad October slowdown is likely the bottom

China's broad slowdown in October is likely to mark the bottom, as policy shifts

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 OCTOBER 2022: Official GDP beats expectations on infrastructure support, despite property drag

China's GDP rebound stronger than expected
Industrial output boosted by unblocking of supply chains
Consumption continues to struggle under zero-Covid policy
Property drags down fixed asset investment
Home prices fall more quickly in existing home market
China trade balance remains large despite slowing export growth
Japan flash manufacturing PMI points to a gloomy outlook

Craig BothamChina+

CHINA+ DATA WRAP 16 SEPTEMBER 2022: Stimulus and base effects boosted China's economy in August

Demand for energy during a heatwave props up industrial output

Strong, but fragile, consumption

Government spending finally lifts FAI

Still no bottom for property

Craig BothamChina+

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Keywords for: China+ Documents

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