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.

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6 Sept 2021 China's Equity Rebound will Lack Fundamental Drivers

  • Services PMIs should rebound this month but the trends are concerning...
  • ... Zero-Covid tolerance will keep drivers of above- trend private consumption growth on the sidelines...
  • ...Where they could whither away; a rebound from the regulatory shock looks unsupported.

Freya Beamish (Chief Asia Economist)China+

31 Aug 2021 Covid Whack-a-Mole Means a Nasty August and September

  • Data in the next few months will force the authori- ties to reconsider zero Covid tolerance...
  • ... But translating that into an official shift in the policy stance could take time.
  • In the meantime, the August and September PMIs looked exposed.

Freya Beamish (Chief Asia Economist)China+

6 May 2021 The PBoC's Digital Yuan is Just Another Way of Keeping Control

We have to admit that the speed of China's recovery outpaced our initial expectations last year.

Freya Beamish (Chief Asia Economist)China+

16 Mar 2021 China's Supply-Demand Mismatch is Rebuilding, but it's Temporary

Reader, beware. We will give you our conclusions upfront because this Monitor gets very technical, but China's January/February activity figures warrant that.

Freya Beamish (Chief Asia Economist)China+

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