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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
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In one line: Korean PMI points to building inflation pressure
In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.
In one line: Property and construction weakness drags China’s non-manufacturing PMI below 50
In one line: China’s manufacturing PMI slips, as a larger-than-usual post-December festive and pre-LNY demand pullback exposes weak fundamentals.
In one line: Korea exports surge in full-month February on global AI investment boom
In one line: China's RatingDog services PMI posts a modest gain, largely reflecting pre-holiday seasonality
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries; Korean PMI lifted by AI-related chip sector
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
In one line: China's manufacturing and non-manufacturing PMIs rebound, but momentum looks fragile
In one line: Sentiment rose, despite slowing demand
In one line: Reviving manufacturing activity but mounting cost pressures
In one line: Bank of Korea stand pats on better growth prospects, higher inflation trend due to the weak won
In one line: Korea’s WDA 20 day export growth moderates in November despite headline rebound.
In one line: China’s RatingDog PMI slips as export orders fall sharply in October amid renewed US trade tensions
In one line: Renewed weakness in Korean manufacturing sector in October; Trade/ investment deal eases outlook risks
In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.
In one line: Korea’s resilient November exports powered by robust semiconductor demand
In one line: China’s official non-manufacturing PMI dips below 50 for the first time since Covid reopening
In one line: China’s NBS manufacturing PMI shows mild improvement, but core industries cherished by policymakers weakens in November.
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