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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: Shipments of integrated circuits and computers main drivers of export growth
Crude oil import volume falling
In one line: Korea’s WDA export growth accelerates further on rising chip demand.
In one line: Korea’s manufacturing activity hit a 5 year high on precautionary stock-building
In one line: Korea inflation rise in May makes July hike likely
In one line: BoK stays put today but new Governor Shin signals rate hikes on the way
In one line: Japan’s export growth accelerates on rising legacy chip prices
In one line: Korea’s chip export boom masks the underlying K-shaped recovery
In one line: China trade surplus hit by soft exports and hi-tech driven imports
In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.
In one line: Korea exports surge on higher chip prices and post-LNY boost; the BoK turns cautious
In one line: China trade surplus rebounds as tech demand outweighs war-driven energy shock
In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales
In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak
In one line: Korea exports still strong in early April, led by semiconductors.
In one line: Korean exports jump, thanks to chip sales; oil product shipments surge
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold
In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Korean PMI points to building inflation pressure
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