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.

vehicles House Prices

CHINA+ DATA WRAP 15.12.21 - Slower growth in November as infrastructure bides its time

The property sector slowdown intensified in November

Investment struggles, led by real estate

Industrial production improves but still underwhelms

The Singles Day hangover hits retail sales

Liquidity day from the PBoC

Craig BothamChina+

CHINA+ DATA WRAP 15.11.21

Fixed asset investment pulled down by property

Industry’s turnaround is built on a narrow base, but it should broaden

Retail sales are likely enjoying a false dawn

Craig BothamChina+

27 Sept 2021 A Property Sector Microcosm: The Economics of Evergrande

  • Evergrande stumbles on, but more interlinkages with other sectors are being uncovered.
  • China's property sector as a whole is really the Evergrande situation writ large.
  • The anticipated economic fallout will not be isolated to China, expect significant regional spillover

Craig BothamChina+

  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