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Below is a list of our China+ Publications for the last 5 months. If you are looking for reports older than 5 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: Korea’s chip export boom masks the underlying K-shaped recovery
In one line: BoK stays put, leaving canvas blank for incoming Shin amid war-induced growth and inflation risks.
In one line: Korea exports surge on higher chip prices and post-LNY boost; the BoK turns cautious
In one line: Korea exports still strong in early April, led by semiconductors.
In one line: Bank of Korea hold rates at 2.50%; Adding Fed-style dot plot to anchor market expectations, signals six months hold
In one line: Korea’s 20-day exports surge in February on semiconductors, despite fewer working days, as DRAM prices soar in Q1
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Korea exports surge in full-month February on global AI investment boom
In one line: Korea’s 20-day exports rebound buoyed by base effects; monthly momentum actually slowed in January.
In one line: Bank of Korea drops its easing bias as currency stability takes priority
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