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.

new 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: Money & Credit, China, March

Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus 

Duncan WrigleyChina+

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+ DATA WRAP 15 March 2024

PBoC stands pat on MLF rate; draining cash from banking system first time since end 2022

China’s property market rout continues, with prices falling further in February

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Money & Credit, China, February

Fiscal stimulus likely to drive credit demand after the holiday period

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+ 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: 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+

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+ Datanote: 20-Day Exports, Korea, December

Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 DECEMBER 2023

Korean 20-day exports accelerate on the back of base effects and lumpy shipments of hi-tech vessels and semiconductors

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+

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Keywords for: China+ Documents

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