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.

20 Days Exports Kelvin Lam (Senior China+ Economist)

China+ Datanote: Exports, Korea, November

In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, October

In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, October

In one line: Korea’s export momentum wanes in October amid despite semiconductor boost

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 1 November 2024

China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect

Korea’s export momentum wanes in October amid despite semiconductor boost

Korea’s manufacturing sector sees mixed signals as PMI holds steady in October

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, October

In one line: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 October 2024

Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers

Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 17 October 2024

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, September

In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, September

In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, September

In one line: Korea’s resilient export growth continues on a working day adjusted basis in September. 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 September 2024

In one line: Korea 20-day export growth remained resilient on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, September

In one line: Korea 20-day export growth remained resilient on a WDA basis

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 18 September 2024

Weaker car shipments and US demand drag Japan’s exports in August.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, August

Weaker car shipments and US demand drag Japan’s exports in August.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 10 September 2024

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, August

In one line: China's exports buoyed by strong BRICS and EU demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, August

In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 21 August 2024

Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.

Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, July

In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20 Day Exports, Korea, August

In one line: Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.

Kelvin Lam (Senior China+ Economist)China+

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Keywords for: China+ Documents

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