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.
Weekly Monitor
- Developer funding improved in November, thanks to regulatory support to ensure project completions.
- Home sales continue to fall steeply, but construction activity appears to be bottoming out at a low level.
- A sharp fall in existing-home prices likely indicates a supply surge as investors offload properties.
Duncan WrigleyChina+
- November data show China’s consumption demand stagnating as winter closes in.
- The headline jump in industrial output is misleading, driven by utilities and base effects.
- A sharp fall in existing-home prices likely indicates a supply surge as investors offload proper ties.
Duncan WrigleyChina+
- Japan’s Q3 GDP growth was revise d down, largely due to a lower estimate for private consumption.
- Service exports surprisingly fell over the quarter, suggesting foreign tourism spending has peaked.
- Wage growth improved in October, partly thanks to bonuses; the BoJ is tracking the spring wage talks.
Duncan WrigleyChina+
- The BoK left the policy rate unchanged last week; it raise d its 2024 inflation forecast.
- The Bank is likely to shift its focus to growth support in 2024 but delay the first rate cut until Q3.
- Korean export growth rose in November, largely thanks to base effects; trade is still bottoming out.
Duncan WrigleyChina+
- Japan’s core inflation barely moved in October, despite a rise in headline inflation...
- ...Driven by the partial roll-back of energy subsidies, soaring hotel costs and fresh food inflation.
- The fall in the November flash manufacturing PMI confirms Japan’s sluggish recovery.
Duncan WrigleyChina+
- China’s residential market flagged again in October, despite the new homebuyer incentives since August.
- Developer funding shows little sign of turning around, as worries over debt issues are prevailing.
- The reported affordable-housing programme likely will fall short of the shantytown redevelopment boost.
Duncan WrigleyChina+
