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.

Daily Monitor Datanotes Kelvin Lam (Senior China+ Economist)

CHINA+ DATA WRAP 24 NOVEMBER 2023

Japan’s headline inflation rose for the first time in four months, driven by accelerating energy, services and fresh food inflation

Japanese manufacturing activity is hit by fading demand and production

Services activity is holding up, despite sagging new export orders

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, November

  • In one line: Korea’s chip export values grow for the first time in 13 months 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 NOVEMBER 2023

  • Korea's Semiconductor Exports Rise for the First Time in 13 Months

Kelvin Lam (Senior China+ Economist)China+

22 November 2023 China+ Monitor Korea's Export Recovery Continues, as Chip Shipments Turn Around

  • Korea’s 20-day exports continue to recover, but growth in shipment values slowed in November.
  • Intra-regional exports are falling, bar those to China; Vehicles exports remain the main upward driver.
  • We expect Korean exports to recover only gradually on a soft global outlook and uneven chip demand.

Kelvin Lam (Senior China+ Economist)China+

17 November 2023 China+ Monitor Japan's Weak Q3 GDP Another Headache for the BoJ

  • Japan’s Q3 real GDP was weaker than expected, due to slower inventory growth and a rising deflator.
  • Private domestic demand remains sluggish, with consumption and investment missing expectations.
  • Interest rates will be kept low for longer, effectively delaying the end of the negative rate policy to Q2.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 NOVEMBER 2023

  • Japan’s export growth moderated in October on softer demand from key markets
  • China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

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,