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.

non-manufacturing pmi

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)China+

8 July 2021 CPI Inflation Could Still Edge Higher in June, Despite Mid-Year Weakness

Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 7.5.21

Trade's day of reckoning is in its infancy. Services power ahead.

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 5.3.21

Caixin headline hides a highly bifurcated sector.

Freya Beamish (Chief Asia Economist)China+

4 Mar 2021 Caixin Services PMI Overstates the February Pain

The Caixin services PMI fell to 51.5 in February, from 52.0 in January.

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 3.3.21

Caixin headline hides a highly bifurcated sector.

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 22.1.21

Japan CPI deflation. Japan manufacturing PMI

Josh EvansChina+

ASIAN DATA WRAP 14th December 2020

Signs of stability in Chinese home price growth, but don't count on a swift recovery; Still expect a big moderation in Q4 GDP growth in Japan, despite the Tankan surprise;...

Miguel Chanco (Senior Asia Economist)China+

ASIAN DATA WRAP 1st December 2020

China's Caixin PMI remains solid, but watch for a sharp payback next year. Extension of Covid furlough measures will help to steady Japan's jobs ship, for now. Japan's...

Miguel Chanco (Senior Asia Economist)China+

19 Oct 2020 The Second Wave Brings Korea's Jobs Data Back Down to Earth

Korea's labour market ran out of luck in September, with the unemployment rate rebounding back up to 3.9%, after the surprise one-percentage point drop to 3.2% in August.

Miguel Chanco (Senior Asia Economist)China+

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