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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
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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: Japan’s export growth accelerates on rising legacy chip prices
In one line: China trade surplus hit by soft exports and hi-tech driven imports
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
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Korea exports surge in full-month February on global AI investment boom
In one line: Japan's overall exports rise, despite falling shipments to the US
In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand
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