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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: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
Mixed picture for China's manufacturers
Japanese and Korean firms hit by mounting import costs
Korean exports lifted by AI-chip demand
Korean exports power ahead thanks to AI-chip shipments
Korean WDA 20-day exports forge ahead, thanks to AI chip boom
Japan's consumer inflation ticks up, despite softening flash PMI readings
Japan's exports buoyed by US and Chinese demand, despite falling shipments to the EU
China's robust May export growth largely propelled by shipments to ASEAN
In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports
Japan's exports maintain steady growth, led by cars and chips
In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.
In one line: Korea's 20-day exports hit hard by May’s fewer working days but underlying momentum was improving on a WDA basis.
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.
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