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.

Duncan Wrigley

CHINA+ DATA WRAP 2 October 2024: Korean manufacturing PMI plunges

Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut

Duncan WrigleyChina+

CHINA+ DATA WRAP 1 October 2024: Steady sentiment among Japanese large manufacturers

Japanese manufacturers' sentiment is steady

Korean underlying export growth remains strong

Duncan WrigleyChina+

2 October 2024 China+ Monitor Korean export growth in good shape, as BoK faces tricky decision

  • Korean working-day-adjusted export growth remained robust in September, slowing only a little.
  • Semiconductor shipments drove over 60% of the headline export growth.
  • The BoK is likely to cut the policy rate this month, despite worries over rising household-debt risks.

Duncan WrigleyChina+

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Keywords for: China+ Documents

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