Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.

property

CHINA+ DATA WRAP 18 May 2026: China hits a speed bump in April

In one line: April's weak economic data due to energy shock and severe weather

Duncan WrigleyChina+

CHINA+ DATA WRAP 16 March 2026: China's activity data improves in Jan-Feb

China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand

Duncan WrigleyChina+

CHINA+ DATA WRAP 13 February 2026: Hints of a coming property policy shift

In one line: Hints of shifting property market policy, as prices extend their decline

Duncan WrigleyChina+

PM Datanote: Activity Data, China, October

In one line: China's October activity data show broad-based weakness, despite some positivity on the inflation and profits fronts

Kelvin Lam (Senior China+ Economist)China+
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Keywords for: China+ Documents

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