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.

manufacturing inflation

China+ Datanote: Official Manufacturing PMI, China, March

In one line: Manufacturing activity expands for the first time in 6 months 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, March

Chinese manufacturing demand improves after the Lunar New Year holiday 

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 April 2024: Post-holiday bump in Caixin and Korean PMIs

Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, March

Modest improvement in still-dull Japanese manufacturing activity reading

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 March 2024

In one line: Korean PMI reports softer expansion in manufacturing activities

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Manufacturing PMI, China, February

In one line: China’s manufacturing sector treads water during Lunar New Year 

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 March 2024

China’s manufacturing sector treads water during Lunar New Year 

Holiday spending buoys China’s services activity 

Japanese manufacturing still struggling 

Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Duncan WrigleyChina+

China+ Datanote: Flash manufacturing PMI, Japan, February

  • Japanese manufacturing activity hit by fading demand and supply

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, January

Caixin index lifted by capital goods output and intermediate product exports 

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

China+ Datanote: Official Manufacturing PMI, China, January

Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 JANUARY 2024: official PMIs indicate restocking

Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity

Duncan WrigleyChina+

CHINA+ DATA WRAP 4 JANUARY 2024; Caixin services PMI; Japan final mfg PMI

Caixin services PMI offers glimmers of hope

Japanese manufacturing activity is struggling

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 JANUARY 2024

The volatile Caixin PMI is more optimistic than the official measure again

Korea’s manufacturing activities steady in December

Korean export growth accelerates on a WDA basis 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Flash manufacturing PMI, Japan, December

Japanese manufacturing activity weakens but services activity rises

Duncan WrigleyChina+

China+ Datanote: Caixin Manufacturing PMI, China, November

The erratic Caixin PMI is more optimistic than the official gauge 

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 NOVEMBER 2023

  • China resumes consumer price deflation in October and is dragged down by food and core prices 
  • Producer prices fall at a faster pace, thanks to volatility in global energy and commodity prices

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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