Pantheon Macroeconomics
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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: 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.
In one line: Korean manufacturing activity surged in September on stronger orders and output.
In one line: Manufacturing sector improved ahead of investment stimulus
In one line: Korea’s September WDA exports plunge, led by US and China.
Japan's flash PMIs reveal divergence between weakening manufacturing sector and resilient services activity
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.

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