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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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Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses
In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU.
In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.
In one line: Korea’s resilient November exports powered by robust semiconductor demand
In one line: exports hold up ahead of row with China
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
In one line: China's manufacturing PMIs post modest gains; Korean exports propped up by chip exports
In one line: China’s monthly export momentum fades in July; pharma shipments surged while rare-earth exports rebound.
In one line: Japan’s exports slip unexpectedly in June, raising risk of a technical recession
Caixin PMI reports falling export orders
Korean exports hold up thanks to front-loading, but domestic demand sags
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