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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: 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.
Efficiency gains help profits but hurt labour demand
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: Bank of Korea hold rates in October as Seoul housing surges
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
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