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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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In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: Korea’s resilient export growth continues on a working day adjusted basis in September.
In one line: Korea 20-day export growth remained resilient on a WDA basis
In one line: Korea 20-day export growth remained resilient on a WDA basis
Weaker car shipments and US demand drag Japan’s exports in August.
Weaker car shipments and US demand drag Japan’s exports in August.
Japanese manufacturers' sentiment is steady
Korean underlying export growth remains strong
In one line: China's exports buoyed by strong BRICS and EU demand
In one line: China's exports buoyed by strong BRICS and EU demand
In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.
Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
Japan’s July export growth boosted by semiconductors gains and mixed regional demand
In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand
In one line: Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
In one line: China's July exports disappoint market expectations
Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US
In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: Strong AI-driven exports propel Korea’s early July trade figures
Japanese headline exports continue to rise, despite auto shipment disruptions
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
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