Pantheon Macroeconomics
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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
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Japan's exports maintain steady growth, led by cars and chips
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.
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.
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
Chinese services sector ploughs ahead
In one line: Korean export recovery continues, thanks to resilient US and Chinese demand
China's PMIs indicate manufacturing output surge, despite mixed demand readings; services activity suffers post-holiday dip
In one line: Japan's manufacturing PMI improves on higher output and weak JPY; services activity expands amid higher cost pressure
In one line: Solid Korean 20-day export growth driven by chips demand
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
PMIs point to services sector buoyancy in China and Japan
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.
Premier Li confirms targeted stimulus only, as China reshapes its growth model; Tokyo inflation rises
In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
In one line: Korean WDA exports are rebounding strongly in early February, led by semiconductor shipments
Korean WDA exports rebound strongly; Japan stages double-digit export growth
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