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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's 2024 export value surpasses Covid peak, trade surplus hits record high
In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty
Korea’s WDA 20-day exports remain steady ahead of Trump inauguration
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
In one line: China’s export growth weakens amid slowing global demand
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.
Korean export growth picks up a notch, as chip shipments roar
Korean export growth picks up a notch, as chip shipments roar
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: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers
Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
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.
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
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