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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
Please use the filters on the right to search for a specific date or topic.
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
In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
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