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.

Korea Inflation Kelvin Lam (Senior China+ Economist)

China+ Datanote: BoK Decision, Korea, May

In one line: The Bank of Korea stands pat in May, citing upside risks to inflation

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 May 2024: The BoK stays put in May, citing upside risks to inflation

The Bank of Korea stands pat in May, citing upside risks to inflation

Japan’s manufacturing activity expands for the first time in a year, largely driven by improvements in output and new orders.

Services activity continues to grow at solid pace in May 

Kelvin Lam (Senior China+ Economist)China+

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

In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 May 2024: Korea's 20-day exports hit hard by fewer working days

In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 May 2024

In one line: Korean export recovery continues, thanks to resilient US and Chinese demand

Kelvin Lam (Senior China+ Economist)China+

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

In one line: Solid Korean 20-day export growth driven by chips demand 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 April 2024

In one line: China's LPR remains unchanged in April;  Solid Korean 20-day export growth driven by chips demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: BoK Decision, Korea, April

In one line: The BoK stays put as inflation remains elevated, no surprise to the market.

Kelvin Lam (Senior China+ Economist)China+

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: 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: 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 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: 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+

CHINA+ DATA WRAP 21 DECEMBER 2023

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+

China+ Datanote: 20 Day Exports, Korea, November

  • In one line: Korea’s chip export values grow for the first time in 13 months 

Kelvin Lam (Senior China+ Economist)China+

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independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,