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

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 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+

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+

PM Datanote: 20 Day Exports, Korea, July

  • Korea exports extend their hefty decline

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 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+

PM Datanote: 20 Day Exports, Korea, June

  • Korean exports show misleading improvement 

duncan wrigleyChina+

PM Datanote: Exports, Korea, May

  • Korean full-month exports confirm soggy global demand

duncan wrigleyChina+

CHINA+ DATA WRAP 1 JUNE 2023: Caixin PMI Points to China's Fragile Recovery

Caixin PMI indicates manufacturing growth, but only in certain sectors
Japanese final PMI confirms manufacturing revival, despite falling export orders
Korean manufacturing activity remains sluggish
Korean full-month exports confirm soggy global demand

duncan wrigleyChina+

PM Datanote: BoK Policy Decision, Korea, May

  • The BoK Keeps Rates on Hold While Striking a Tough Stance

duncan wrigleyChina+

CHINA+ DATA WRAP 25 MAY 2023: The BoK Strikes a Tough Stance

The BoK Keeps Rates on Hold While Striking a Tough Stance

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