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 pmis

16 July 2021 Data are Conflicting, but we Think China's Growth Slowed in Q2

Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.

Freya Beamish (Chief Asia Economist)16th Jul 2021 00:00China+

13 July 2021 GDP Growth Probably was at its Lowest Point this Year in Q2

We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.

Freya Beamish (Chief Asia Economist)13th Jul 2021 00:10China+

12 July 2021 The RRR Cut was About Managing Interbank Liquidity

The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...

Freya Beamish (Chief Asia Economist)12th Jul 2021 00:10China+

6 July 2021 Local Government Expenditure will Soon Pick up, but Soon Enough?

China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...

Freya Beamish (Chief Asia Economist)6th Jul 2021 00:10China+

CHINA+ DATA WRAP 5.7.21

Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.

Peter Bennett5th Jul 2021 11:05China+

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)2nd Jul 2021 00:00China+

CHINA+ DATA WRAP 1.7.21

Caixin PMI held back by Covid in the south of China. Tankan points to capex bright spot. Korean export trend slows. Korea's PMI signifies divergence with China.

Freya Beamish (Chief Asia Economist)1st Jul 2021 16:00China+

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)1st Jul 2021 00:00China+

China+ Datanote: Official Manufacturing PMI, June, China 2021

In one line: PMI signals a more modest pick-up for June PPI inflation.

Freya Beamish (Chief Asia Economist)30th Jun 2021 16:18China+

CHINA+ DATA WRAP 30.6.21

PMI signals a more modest pick-up for June PPI inflation. Variant fears are getting to the services sector.

Freya Beamish (Chief Asia Economist)30th Jun 2021 16:18China+

28 June 2021 June PMIs will Provide Further Evidence of a Mid-Year Slowdown

China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...

Freya Beamish (Chief Asia Economist)28th Jun 2021 00:10China+

CHINA+ DATA WRAP 23.6.21

Japan's PMI is telling an old story.

Freya Beamish (Chief Asia Economist)23rd Jun 2021 16:39China+

17 June 2021 China Drops the Baton in the Switch From Manufacturing to Services

China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year. 

Freya Beamish (Chief Asia Economist)17th Jun 2021 00:00China+

8 June 2021 China is Exposed to a Double Whammy Against Exports

It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.

Freya Beamish (Chief Asia Economist)8th Jun 2021 00:10China+

7 June 2021 Having Your Cake and Eating it as the Household Savings Rate Falls

China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.

Freya Beamish (Chief Asia Economist)7th Jun 2021 00:10China+

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)4th Jun 2021 00:00China+

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)2nd Jun 2021 00:00China+

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