Pantheon Macroeconomics
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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: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
Disappointing credit data point to undercooked domestic demand, despite fiscal stimulus
Korean exports propelled by resurgent semiconductor shipments
Post-holiday improvement in Caixin, Korean PMIs; Japanese Tankan fades; Korean exports sustain recovery trend
Japan's robust services sector contrasts with drab manufacturing activity; Exports still strong, despite headline dip
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
Fiscal stimulus likely to drive credit demand after the holiday period
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.
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
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
China's price data indicate still-weak domestic demand
Exports lifted by new markets, autos
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
China keeps lending rates steady; Japan's exports shrink for the first time in 3 months
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