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 20-Day Exports December

CHINA+ DATA WRAP 21 SEPTEMBER 2023

  • Korean exports still fell on a work-day adjusted basis, thanks to weak Chinese demand

Kelvin LamChina+

China+ Datanote: 20 Day Exports, Korea, September

  • Korean exports still fell on a work-day adjusted basis, thanks to weak Chinese demand

Kelvin LamChina+

CHINA+ DATA WRAP 20 SEPTEMBER 2023: Japanese exports continue to slide

Japanese exports continue to slide, despite semiconductor uptick
Chinese benchmark lending rates on hold this month

duncan wrigleyChina+

CHINA+ DATA WRAP 1 SEPTEMBER 2023: Manufacturing Weakens in Northeast Asia; Caixin PMI Signals Expansion

  • China’s Caixin manufacturing PMI signals activity expansion in August
  • Korean manufacturing weakens again in August
  • Japan’s manufacturing conditions deteriorate
  • Korean exports extend their decline

Kelvin LamChina+

China+ Datanote: BoK Policy Decision, Korea, August

  • The BoK keeps policy rate unchanged as inflation eases

Kelvin LamChina+

CHINA+ DATA WRAP 24 AUGUST 2023: The BoK Stands Pat in August


  • The BoK keeps policy rate unchanged as inflation eases

Kelvin LamChina+

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

  • Korean exports deteriorate further on poor Chinese demand

Kelvin LamChina+

CHINA+ DATA WRAP 8 AUGUST 2023: Chinese Exports are Hit by Waning Demand

Chinese Exports Decline, Hit by Waning Demand in Most Key Markets

duncan wrigleyChina+

PM Datanote: Exports, Korea, July

  • Korean exports extend their trend decline in July, facing weakness in all key markets 

duncan wrigleyChina+

CHINA+ DATA WRAP 1 AUGUST 2023: Manufacturing is Soft Across Northeast Asia

Manufacturing Remains Soft Across Northeast Asia, as Korean Exports Fall
July Caixin PMI concurs with official PMI in indicating a fall in Chinese manufacturing activity
Japanese manufacturing activity continues to fall  
Korean PMI offers a probably deceptive glimmer of hope in new export orders
Korean exports extend their trend decline in July, facing weakness in all key markets 

duncan wrigleyChina+

CHINA+ DATA WRAP 21 JULY 2023: Obstinate Inflation is Unlikely to Budge the BoJ

Stubbornly Elevated Inflation is Unlikely to Budge the BoJ
Korea exports extend a hefty decline

duncan wrigleyChina+

CHINA+ DATA WRAP 20 JULY 2023: Japan's Exports Remain Sluggish

Japan's Exports Remain Sluggish, as China Keeps Lending Rates on Hold

duncan wrigleyChina+

CHINA+ DATA WRAP 13 JULY 2023: China's Exports Steepen their Decline

Chinese exports fall faster than expected, though auto exports bucked the downtrend
The BoK keeps policy settings on hold for another month

duncan wrigleyChina+

PM Datanote: Exports, Korea, June

  • Korean exports continue their trend decline, despite moderation in the headline figure 

duncan wrigleyChina+

CHINA+ DATA WRAP 3 JULY 2023: Northeast Asian Manufacturing Activity is Dim

Northeast Asian PMIs Point to Dim Manufacturing Activity, While Korean Exports Decline
Caixin manufacturing PMI points to slowing growth in demand and supply
Dismal Japanese final PMI contrasts with apparent improvement in Q2 Tankan survey
Korean PMI indicates slowing economic growth and dissipating inflationary pressure
Korean exports continue their trend decline, despite moderation in the headline figure 

duncan wrigleyChina+

CHINA+ DATA WRAP 15 JUNE 2023: China's Recovery is Faltering

The PBoC Cuts the MLF Rate Amid Worries Over China's Faltering Recovery
Japanese exports cool in an indication of waning global demand

duncan wrigleyChina+

PM Datanote: Exports, Korea, May

  • Korean full-month exports confirm soggy global demand

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