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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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In one line: China's exports buoyed by strong BRICS and EU demand
In one line: China's exports buoyed by strong BRICS and EU demand
In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.
In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand
In one line: China's July exports disappoint market expectations
Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US
In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: Strong AI-driven exports propel Korea’s early July trade figures
Japanese headline exports continue to rise, despite auto shipment disruptions
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU
China's robust May export growth largely propelled by shipments to ASEAN
In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports
Japan's exports maintain steady growth, led by cars and chips
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
In one line: Korean export recovery continues, thanks to resilient US and Chinese demand
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
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