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.

korea

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+ 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+ DATA WRAP 2 January 2025: China's Caixin PMI shows slowing growth

China's Caixin PMI shows slowing growth
Korean manufacturing sentiment takes a nosedive

Duncan WrigleyChina+

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+ DATA WRAP 2 December 2024: Rising demand buoys Caixin and Korean PMIs

China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025

Duncan WrigleyChina+

China+ Datanote: BoK Decision, Korea, November

BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks

Duncan WrigleyChina+

CHINA+ DATA WRAP 28 November 2024: BoK makes surprise rate cut

BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks

Duncan WrigleyChina+

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+ 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+ Datanote: Manufacturing PMI, Korea, October

In one line: Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

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+ Datanote: BoK Decision, Korea, October

In one line: The Bank of Korea cuts rates for the first time in four and a half years

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, September

In one line: Korea’s resilient export growth continues on a working day adjusted basis in September. 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 11 October 2024

In one line: The Bank of Korea cuts rates for the first time in four and a half years

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 September 2024

In one line: Korea 20-day export growth remained resilient on a WDA basis

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,