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.

Korea Duncan Wrigley

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+ Datanote: BoK Policy Decision, Korea, February

  • The BoK stays put, but changing voting pattern hints at future policy shift

Duncan WrigleyChina+

CHINA+ DATA WRAP 22 February 2024: BoK on hold; Japanese flash PMIs

BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness

Duncan WrigleyChina+

CHINA+ WRAP: Caixin PMI still relatively strong; Korean manufacturers buoyed by new product launches, high-end chip exports

Caixin PMI still relatively strong

Korean manufacturers buoyed by new product launches, high-end chip exports

Japan PMI still weak

Duncan WrigleyChina+

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+

China+ Datanote: Exports, Korea, November

Korean trade is weaker than the headline export growth figure suggests

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 DECEMBER 2023: Caixin PMI rises

China's erratic Caixin PMI rises
Korean exports are weaker than the headline figure
Japanese manufacturing falters 

Duncan WrigleyChina+

CHINA+ DATA WRAP 30 NOVEMBER 2023

China's manufacturing PMI is hit by falling demand; the BoK keeps rates on hold

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 NOVEMBER 2023

  • China’s manufacturing sector hit a soft patch in October
  • Japan’s final PMI points to moderate activity decline
  • Korean manufacturing PMI shows leading signs of stabilising demand
  • Korean exports rise in October for the first time in 12 months, owing to base effects

Duncan WrigleyChina+

PM Datanote: BoK Policy Decision, Korea, October

  • The BoK keeps rates steady again: between a rock and a hard place 

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 OCTOBER 2023: The BoK holds fast

  • The BoK holds fast
  • Japanese exports rebound
  • Chinese home price fall continues

Duncan WrigleyChina+

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Keywords for: China+ Documents

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