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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6 Sept 2021 China's Equity Rebound will Lack Fundamental Drivers

  • Services PMIs should rebound this month but the trends are concerning...
  • ... Zero-Covid tolerance will keep drivers of above- trend private consumption growth on the sidelines...
  • ...Where they could whither away; a rebound from the regulatory shock looks unsupported.

Freya Beamish (Chief Asia Economist)China+

21 May 2021 Questions are Being Answered for China, but Some Remain

The PBoC has slowed up on the pace of tightening in recent months, with a question mark hanging over the economy. 

Freya Beamish (Chief Asia Economist)China+

23 Apr 2021 What does PBoC Involvement in Huarong Mean for Normalisation

We have always said that the government, and the PBoC, eventually would be dragged into in the re- recapitalisation of the financial system. 

Freya Beamish (Chief Asia Economist)China+


The PBoC remains happy with its stance, for now. 

Mr. Lee is playing it safe, for now.

Freya Beamish (Chief Asia Economist)China+

23 Mar 2021 Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut

In January this year, PBoC advisor Ma Jun pointed to bubbles in equity markets.

Freya Beamish (Chief Asia Economist)China+

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