Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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

CHINA+ DATA WRAP 03.12.21 - Covid is still a problem for China's services sector, even before Omicron

The property sector remains under pressure

Services activity remains hostage to the ravages of the virus

Craig BothamChina+

CHINA+ DATA WRAP 24.11.21 Japan's PMI adds to positive momentum

Japan remains set for a healthy rebound in Q4

Chinese property sector update

Craig BothamChina+

CHINA+ DATA WRAP 03.11.21

Disparity with official survey probably reflects geographic spread of latest Covid outbreaks

The PBoC lifts its foot from the brake ever so slightly

Craig BothamChina+

CHINA+ DATA WRAP 01.11.21

Intensifying energy crisis weighed on manufacturing activity in October

Rising Covid cases once again disrupted the services sector

Base effects and energy support Korean exports

Craig BothamChina+

13 Oct 2021 A Hawkish Hold, but Future Hikes Likely to be Interrupted

  • The BoK struck a hawkish note despite holding rates, strongly suggesting a November hike.
  • Household debt remains the focus of policy, but there's a risk of complacency over growth.
  • China is still deteriorating, and data over the next fortnight will be just a taste.

Craig BothamChina+

CHINA+ DATA WRAP 8.10.21

  • Optimism around Covid lifts the service sector

    Stress continues for the property sector

Craig BothamChina+

13 Sept 2021 Stand by for Some Weak August Activity Figures

  • Industrial production growth likely slowed sharply in August, despite strong trade figures.
  • FAI growth should soon rebound, but likely not in time for the August data.
  • We owe M1 a partial apology; our forecast is now coming back into line with its signal.

Freya Beamish (Chief Asia Economist)China+

CHINA+ DATA WRAP 31.8.21

  • We probably aren’t yet out of the Delta woods, even though the latest outbreak has been put down 
  • The widespread August Delta outbreak is much worse than the Q1 Hubei outbreak 

Peter BennettChina+

CHINA+ DATA WRAP 9.8.21

A narrow increase in PPI inflation 

CPI inflation pressure continues to build

Prices taking a toll on commodities demand?

FX reserves boosted by valuation effects

sogorski hannahChina+

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 3.6.21

A slight softening; price pressure building.

Freya Beamish (Chief Asia Economist)China+

13 May 2021 Fiscal Hawkishness is Tightening Monetary Conditions

M1 growth dropped further in April, to 6.2% year- over-year, from March's already-low 7.1%. 

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+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: China+ Documents

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