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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In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.
In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly
In one line: Korea’s export momentum wanes in October amid despite semiconductor boost
China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
Korea’s export momentum wanes in October amid despite semiconductor boost
Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
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.
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.
In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional 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
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