Pantheon Macroeconomics
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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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Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
Japanese headline exports continue to rise, despite auto shipment disruptions
The BoK keeps the policy rate on hold, likely to make first cut in October
The BoK keeps the policy rate on hold, likely to make first cut in October
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU
China's robust May export growth largely propelled by shipments to ASEAN
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
Japan's exports maintain steady growth, led by cars and chips
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
Korean manufacturers are highly bullish, despite mounting cost pressures
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,