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Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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.
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: Japan's overall exports rise, despite falling shipments to the US
In one line: Bank of Korea drops its easing bias as currency stability takes priority
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: Bank of Korea stand pats on better growth prospects, higher inflation trend due to the weak won
In one line: Korea’s WDA 20 day export growth moderates in November despite headline rebound.
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks
In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.
In one line: Korea’s resilient November exports powered by robust semiconductor demand
In one line: exports hold up ahead of row with China
In one line: Bank of Korea hold rates in October as Seoul housing surges
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Korean manufacturing activity surged in September on stronger orders and output.
In one line: Korea’s September WDA exports plunge, led by US and China.
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.
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