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.
Only modest improvement in China's headline exports; imports rise in anticipation of stimulus impact; Japanese broad wages yet to turn around
In one line: Korean export recovery continues, thanks to resilient US and Chinese demand
In one line: Solid Korean 20-day export growth driven by chips demand
In one line: China's LPR remains unchanged in April; Solid Korean 20-day export growth driven by chips demand
In one line: Japanese exports grow sturdily in March, lifted by strong Chinese demand and a weak yen.
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
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
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,