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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
Please use the filters on the right to search for a specific date or topic.
In one line: The BoK stays put as inflation remains elevated, no surprise to the market.
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
In one line: Korean PMI reports softer expansion in manufacturing activities
In one line: Ignore the headline export slowdown; Korean working-day adjusted export growth is vigorous
In one line: Korean WDA exports are rebounding strongly in early February, led by semiconductor shipments
Korean WDA exports rebound strongly; Japan stages double-digit export growth
BoK on hold, but hinting at future easing; Japan's flash PMIs indicate continued sluggishness
Caixin PMI still relatively strong
Korean manufacturers buoyed by new product launches, high-end chip exports
Japan PMI still weak
In one line: Korea export growth remains resilient even on a WDA basis
Korean exports are stuttering, hit by slowing shipments to the US
Korean exports stutter in January; China's LPR is kept on hold
The BoK keeps rates unchanged, hinting at easing
BoK keeps policy rate on hold, hinting at easing
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
Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors
Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors
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