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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
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.
BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services
In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4
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
Korea’s manufacturing activity continues to grow in July, but at a slower pace
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
The BoK keeps the policy rate on hold, likely to make first cut in October
The BoK keeps the policy rate on hold, likely to make first cut in October
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
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