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 Kelvin Lam (Senior China+ Economist)

China+ Datanote: BoK Decision, Korea, April

In one line: The BoK stays put as inflation remains elevated, no surprise to the market.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 4 March 2024

In one line: Korean PMI reports softer expansion in manufacturing activities

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+ DATA WRAP 2 JANUARY 2024

The volatile Caixin PMI is more optimistic than the official measure again

Korea’s manufacturing activities steady in December

Korean export growth accelerates on a WDA basis 

Kelvin Lam (Senior China+ Economist)China+

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

Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 DECEMBER 2023

Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, November

  • In one line: Korea’s chip export values grow for the first time in 13 months 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 NOVEMBER 2023

  • Korea's Semiconductor Exports Rise for the First Time in 13 Months

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote : Exports, Korea, October

  • Korean exports rise in October for the first time in 12 months

Kelvin Lam (Senior China+ Economist)China+

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

  • Korea 20 day exports indicate improvments in regional trade activity

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 October 2023

  • Korea 20 day exports indicate improvments in regional trade activity

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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