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

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Chartbook Daily Monitor Kelvin Lam (Senior China+ Economist)

5 March 2025 China+ Monitor China retaliates with tariffs on US agricultural products

  • China has retaliated to US tariffs with its own tariffs on American agricultural products, and company bans.
  • Korean WDA exports reversed trend and fell in February, due to weaker demand for semiconductors.
  • Korea’s low-end chip production is facing intense competition from China, leading to falling unit prices.

Kelvin Lam (Senior China+ Economist)China+

18 February 2025 China+ Monitor Japan's Q4 GDP surprises to the upside, paving way for BoJ to hike

  • Japan’s Q4 GDP grew by more than the market had expected, driven primarily by stronger net exports.
  • Domestic demand disappointed, though spending on durables was strong; business investment rebounded.
  • US trade policy uncertainty is overshadowing certain industrial sectors, weighing on Japan’s future growth.

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,