Pantheon Macroeconomics

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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

Exports

CHINA+ DATA WRAP 7 June 2024: China's export growth picks up

China's robust May export growth largely propelled by shipments to ASEAN

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, May

In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 May 2024: Japan's exports maintain steady growth

Japan's exports maintain steady growth, led by cars and chips

Duncan WrigleyChina+

China+ Datanote: 20-Day Exports, Korea, May

In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 May 2024: Korea's 20-day exports hit hard by fewer working days

In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 9 May 2024: China's exports see only modest improvement

Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 May 2024

In one line: Korean export recovery continues, thanks to resilient US and Chinese demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, April

In one line: Solid Korean 20-day export growth driven by chips demand 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 22 April 2024

In one line: China's LPR remains unchanged in April;  Solid Korean 20-day export growth driven by chips demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, March

In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, March

Korean exports propelled by resurgent semiconductor shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 2 April 2024: Post-holiday bump in Caixin and Korean PMIs

Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 March 2024: Flash PMIs points to improved activity

Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip

Duncan WrigleyChina+

China+ Datanote: Exports, China, January-February

In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, February

In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, February

In one line: Korean WDA exports are rebounding strongly in early February, led by semiconductor shipments

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 February 2024

Korean WDA exports rebound strongly; Japan stages double-digit export growth

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, January

In one line: Korea export growth remains resilient even on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, January

Korean exports are stuttering, hit by slowing shipments to the US

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 JANUARY 2024: Korean exports stutter

Korean exports stutter in January; China's LPR is kept on hold

Duncan WrigleyChina+

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,