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 Kelvin Lam (Senior China+ Economist)

CHINA+ DATA WRAP 22 April 2024

In one line: China's LPR remains unchanged in April;  Solid Korean 20-day export growth driven by chips demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, March

In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.

Kelvin Lam (Senior China+ Economist)China+

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+ Datanote: Exports, China, January-February

In one line: China exports to emerging markets rise strongly in Jan-Feb; the jump in the year-to-date headline was due partly to base effects.

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+ 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 5 JANUARY 2024

Japan's Services PMI Reports Higher Domestic Demand in December

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Caixin Manufacturing PMI, China, December

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

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+ DATA WRAP 20 DECEMBER 2023

China keeps lending rates steady; Japan's exports shrink for the first time in 3 months

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 16 NOVEMBER 2023

  • Japan’s export growth moderated in October on softer demand from key markets
  • China’s house price fall steepened in October, with renewed price fall observed in tier-one cities

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 7 NOVEMBER 2023: Chinese exports continue to fall

  • Falling Chinese exports indicate weak global demand; Japanese wages pick up slightly

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+

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Keywords for: China+ Documents

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