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 Exports

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, 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+ DATA WRAP 21 March 2024: Flash PMIs points to improved activity

Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip

Duncan WrigleyChina+

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+ 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: 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: Exports, Korea, January

In one line: Korea export growth remains resilient even on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

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+ DATA WRAP 12 JANUARY 2024: China's price data indicate still-weak demand

China's price data indicate still-weak domestic demand
Exports lifted by new markets, autos

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