Pantheon Macroeconomics
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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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Full-time regular pay growth slowed a tad
Real wages extended their decline in September
Efficiency gains help profits but hurt labour demand
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
In one line: Bank of Korea hold rates in October as Seoul housing surges
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.
In one line: Korean manufacturing activity surged in September on stronger orders and output.
In one line: Japan's wage growth slows again, with bonuses hit by tourism weakness
In one line: China’s industrial profit rebound lacks breadth, with only seven industries show accelerating positive gains.
In one line: Manufacturing sector improved ahead of investment stimulus
Tokyo headline inflation steady, after launch of childcare subsidies
In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market
In one line: Korea’s September WDA exports plunge, led by US and China.
In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan
Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's August broad activity cooling likely to prompt additional targeted support

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