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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: 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
China's Caixin PMI shows slowing growth
Korean manufacturing sentiment takes a nosedive
In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.
China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks
BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks
Korean export growth picks up a notch, as chip shipments roar
Korean export growth picks up a notch, as chip shipments roar
In one line: Korea’s export momentum wanes in October amid despite semiconductor boost
In one line: Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
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: The Bank of Korea cuts rates for the first time in four and a half years
In one line: Korea’s resilient export growth continues on a working day adjusted basis in September.
In one line: The Bank of Korea cuts rates for the first time in four and a half years
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
Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut
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