Pantheon Macroeconomics

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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

20 Day Exports

China+ Datanote: Exports, Korea, January

In much better shape than the headline suggests

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 February 2025: Caixin PMI holds up better than official PMI

China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 January 2025: Japan's export growth rebounds m/m SA

Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US

Duncan WrigleyChina+

China+ Datanote: Exports, China, December

In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, December

In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 December 2024

Korea’s WDA 20-day exports remain steady ahead of Trump inauguration

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, November

In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, November

In one line: China’s export growth weakens amid slowing global demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, November

In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, October

In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, November

Korean export growth picks up a notch, as chip shipments roar

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 November 2024: Korean export growth picks up a notch

Korean export growth picks up a notch, as chip shipments roar

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 November 2024: China's LPRs on hold this month

China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, October

In one line: Korea’s export momentum wanes in October amid despite semiconductor boost

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 November 2024

China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Korea’s export momentum wanes in October amid despite semiconductor boost

Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, October

In one line: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 October 2024

Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers

Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 October 2024

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, September

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, September

In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,