Pantheon Macroeconomics

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China+ Publications

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.

20 Day Exports

CHINA+ DATA WRAP 1 August 2025: Caixin PMI reports falling export orders

Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags

Duncan WrigleyChina+

China+ Datanote: Exports, China, June

In one line: Better external sector performance likely to support Q2 GDP due tomorrow.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 July 2025: China's Caixin manufacturing PMI also rises

China's Caixin PMI, Korea's PMI and Japan's Tankan point to manufacturers' measured relief at easing trade tensions

Duncan WrigleyChina+

China+ Datanote: 20 Day Exports, Korea, June

In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 19 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 17 June 2025: Japanese exports fall

Japanese exports fall as US tariff hikes slam auto shipments

Duncan WrigleyChina+

China+ Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, May

In one line: Korea's exports set back less severe than expected, as tariff reprieve offers breathing space

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-day Exports, Korea, March

Korean exports regain their vim after the holiday, led by semiconductor shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 March 2025: Japan's inflation slows on energy subsidies

Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,