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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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In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold
In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Japan’s softer than expected GDP outturn reinforces our case for a later than market rate hike.
In one line: China’s Q4 current account surplus surges on strong goods exports
China's PPI reflation remains patchy; CPI falls back on Lunar New Year timing
In one line: China’s PPI deflation eases further in January, but improvements were patchy.
In one line: China’s FX reserves jumped in January on factors beyond valuation effects.
In one line: China’s FX reserves rose further in February amid RMB strength, partly driven by exporters repatriating overseas USD proceeds.
In one line: Consumer inflation gets holiday bump; Producer inflation continued to improve, ahead of oil price surge
In one line: China's lower growth target signals priority for structural adjustment over short-term growth
In one line: Korean PMI points to building inflation pressure
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50
In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.
In one line: Korea exports surge in full-month February on global AI investment boom
In one line: Tokyo headline inflation under control
In one line: LPRs unchanged, with China relying on fiscal policy to support growth
In one line: Cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Hints of shifting property market policy, as prices extend their decline
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