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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.

Datanotes Kelvin Lam (Senior China+ Economist)

CHINA+ DATA WRAP 4 March 2024

In one line: Korean PMI reports softer expansion in manufacturing activities

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, February

In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, January

In one line: Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 27 February 2024

Japanese inflation slows less than expected in January

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, February

In one line: Korean WDA exports are rebounding strongly in early February, led by semiconductor shipments

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 February 2024

Korean WDA exports rebound strongly; Japan stages double-digit export growth

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Current Account Balance, China, Q4

China’s current account surplus fell again in Q4, to just 1.5% of GDP

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 5 February 2024

Caixin services PMI pointing to slower growth, while output prices are falling.

Japan’s service sector rosier than thought.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, January

In one line: Korea export growth remains resilient even on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 26 JANUARY 2024

Japan's Tokyo CPI Surprised on the Downside, Coming in Lowest in 22 Months

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 5 JANUARY 2024

Japan's Services PMI Reports Higher Domestic Demand in December

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, December

The volatile Caixin PMI is more optimistic than the official measure again

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 2 JANUARY 2024

The volatile Caixin PMI is more optimistic than the official measure again

Korea’s manufacturing activities steady in December

Korean export growth accelerates on a WDA basis 

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: National CPI, Japan, November

Japan’s inflation slows in November, thanks to easing food and core prices

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 DECEMBER 2023

Japan National CPI slows sharply in November as cost-push factors ease

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, December

Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors

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,