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.

Daily Monitor Kelvin Lam (Senior China+ Economist)

22 December 2023 China+ Monitor Lumpy Exports of Vessels and Chips Drive Korean Shipments Higher

  • Korea’s 20-day exports rose sharply in December on base effects, and jumps in vessel and chip exports.
  • Exports to China and Hong Kong continue to recover, while shipments to the EU tanked.
  • Any improvement in Korea’s exports hinges on how sustained the ICT rebound and China’s recovery are. 

Kelvin Lam (Senior China+ Economist)China+

21 December 2023 China+ Monitor China Keeps Lending Rates Steady, As Fiscal Policy Is in the Driver's Seat

  • The PBoC kept one-and five-year LPRs steady in December, after standing pat on MLF rates earlier.
  • Japan’s exports dipped back into negative growth in November following two months of expansion.
  • Exports to the US and EU slowed significantly, while car exports continue to grow, albeit less strongly.

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,