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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
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In one line: Korea’s export momentum wanes in October amid despite semiconductor boost
In one line: Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
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
In one line: Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
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.
In one line: The Bank of Korea cuts rates for the first time in four and a half years
In one line: Korea’s resilient export growth continues on a working day adjusted basis in September.
In one line: The Bank of Korea cuts rates for the first time in four and a half years
In one line: Korea 20-day export growth remained resilient on a WDA basis
In one line: Korea 20-day export growth remained resilient on a WDA basis
In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.
BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services
In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4
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
In one line: Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US
Korea’s manufacturing activity continues to grow in July, but at a slower pace
In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: Strong AI-driven exports propel Korea’s early July trade figures
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