Pantheon Macroeconomics
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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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BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
Caixin index lifted by capital goods output and intermediate product exports
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
In one line: Korea export growth remains resilient even on a WDA basis
Manufacturing production steams ahead of new orders, as firms restock in anticipation of higher sales
Official manufacturing PMI indicates restocking
Holiday effect provides modest lift to services activity
Still sluggish, hit by waning demand
Korean exports are stuttering, hit by slowing shipments to the US
Korean exports stutter in January; China's LPR is kept on hold
The BoK keeps rates unchanged, hinting at easing
BoK keeps policy rate on hold, hinting at easing
Caixin services PMI offers glimmers of hope
Japanese manufacturing activity is struggling
The volatile Caixin PMI is more optimistic than the official measure again
Korea’s manufacturing activities steady in December
Korean export growth accelerates on a WDA basis
Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors
Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors
Japanese manufacturing activity weakens but services activity rises
The erratic Caixin PMI is more optimistic than the official gauge
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