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.

forecasts

29 July 2021 The PMIs Should Offer Some Signs of Stabilisation this Month

Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...

Freya Beamish (Chief Asia Economist)China+

26 July 2021 Savings Data Suggest Households are Loosening the Purse Strings

Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...

Freya Beamish (Chief Asia Economist)China+

19 July 2021 BoJ Playing it Down, but Green Fund Provisioning is Significant

Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference. 

Freya Beamish (Chief Asia Economist)China+

14 July 2021 Export Trends Remain Weak Despite the June Pop

Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.

Freya Beamish (Chief Asia Economist)China+

5 July 2021 We Still Aren't too Worried About China's Credit/Money Slowdown

China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.

Freya Beamish (Chief Asia Economist)China+

2 July 2021 Chinese Manufacturing is Underperforming; Variants or Reversal

Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's. 

Freya Beamish (Chief Asia Economist)China+

1 July 2021 Manufacturing PMI Points to Q2 GDP Growth Slowdown

The official manufacturing PMI indicates that bottlenecks remain a problem.

Freya Beamish (Chief Asia Economist)China+

29 June 2021 Don't Write off a Consumer Spending Pop Just Yet

The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.

Freya Beamish (Chief Asia Economist)China+

14 June 2021 What Do China's Emissions Targets Mean for Policy this Year?

Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.

Freya Beamish (Chief Asia Economist)China+

4 June 2021 Did the U.S. Stimulus Give the Trade Cycle a Final Boost in May

Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy. 

Freya Beamish (Chief Asia Economist)China+

2 June 2021 Bottlenecks are Biting in the North East Asian Supply Chain

China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.

Freya Beamish (Chief Asia Economist)China+

1 June 2021 The PMI Suggests PPI Inflation Likely Jumped Again in May

China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.

Freya Beamish (Chief Asia Economist)China+

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