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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 pmi

PM Note: China Caixin PMI November

  • In one line: Caixin PMI confirms broad weakness in demand and output in China, as Covid policy is under the spotlight

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2022: PMIs and Korean Exports Point to Weakness

PMIs and Korean Exports Point to Marked Weakness in Northeast Asian Economies

Duncan WrigleyChina+

PM Note: China PMIs November

  • China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 NOVEMBER 2022: China's PMIs Show Mounting Economic Pressure

China's PMIs Show Mounting Economic Pressure as Covid Cases Surge

Duncan WrigleyChina+

29 Nov 2022 China+ Monitor Policy-Supported Sectors Outperform in Broad Profit Decline

China’s industrial profits fell faster in October, owing to Covid-related disruptions and soft price trends.

Autos and equipment manufacturing are exceptions; profits are rising thanks to policy support.

Changing Covid policy holds the key to an eventual improvement in broad industrial profits.

Duncan WrigleyChina+

CHINA+ DATA WRAP 24 NOVEMBER 2022: The BoK hikes by only 25 basis points

The BoK hikes by only 25 basis points, balancing worries about growth and inflation

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 NOVEMBER 2022: Covid restrictions hit services activity hard

China’s Covid restrictions hit services activity more than expected

Duncan WrigleyChina+

2 Nov 2022 China+ Monitor China's Production Disruptions Weigh on Asian Regional Trade

  • The Caixin manufacturing PMI showed a moderating pace of decline.
  • Some companies increased input purchases, ahead of new product launches.
  • Korean exports fell—notably to China and Japan— indicating regional supply-chain issues.

Duncan WrigleyChina+

PM Note: China Caixin Manufacturing PMI October

  • In one line: Caixin manufacturing PMI shows moderating pace of decline 

Duncan WrigleyChina+

1 Nov 2022 China+ Monitor Covid Restrictions During the Congress Period Drag Down PMIs

  • The October official manufacturing PMI fell, reflecting the impact of Covid restrictions...
  • ...But services firms are optimistic about future business, despite current troubles.
  • Construction firms expect stronger infrastructure demand to offset weak property development.

Duncan WrigleyChina+

CHINA+ DATA WRAP 31 OCTOBER 2022: Official PMIs Dragged Down by Covid Policy

Official PMIs dragged down by Covid restrictions during the Congress period 

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 04 OCTOBER 2022: Core inflation rises as cost pressures build for Japan

Yen weakness makes itself felt in core inflation

Korean factory output fell further in September

Craig BothamChina+

CHINA+ DATA WRAP 03 OCTOBER 2022: Headwinds build for Japanese manufacturing

Headwinds build for Japanese manufacturing

Factory activity softened further as Q3 drew to a close

Craig BothamChina+

CHINA+ DATA WRAP 30 SEPTEMBER 2022: Chinese growth probably slowed in September

The SOE-private sector divide widens in manufacturing 

Zero-Covid weighs on the services sector once more

Craig BothamChina+

28 Sept 2022 China+ Monitor Industrial Profits are Only Headed One Way in China

  • After a bumper pandemic, Chinese industrial profits are set for a prolonged decline.
  • The manufacturing sector, particularly the privately owned part, faces rising costs and weaker demand.
  • Weaker profits growth means weaker revenue growth for local governments, adding to their woes.

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