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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 export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: The Bank of Korea cuts rates for the first time in four and a half years
In one line: Korea’s resilient export growth continues on a working day adjusted basis in September.
In one line: The Bank of Korea cuts rates for the first time in four and a half years
In one line: Korea 20-day export growth remained resilient on a WDA basis
In one line: Korea 20-day export growth remained resilient on a WDA basis
Weaker car shipments and US demand drag Japan’s exports in August.
Weaker car shipments and US demand drag Japan’s exports in August.
Plunge in Korean manufacturing PMI raises the likelihood of earlier BoK cut
Japanese manufacturers' sentiment is steady
Korean underlying export growth remains strong
In one line: China's exports buoyed by strong BRICS and EU demand
In one line: China's exports buoyed by strong BRICS and EU demand
Caixin manufacturing index still at low level, despite modest uptick
Korea's manufacturing index robust, but export orders slip
In one line: Korea’s exports rebound on a WDA basis despite slowing headline growth in August.
BoK holds rate steady on financial stability worries; Japan's flash PMIs indicate better growth momentum in August, especially in services
In one line: The Bank of Korea is in no rush to cut rates, likely to start its easing cycle in Q4
Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
Japan’s July export growth boosted by semiconductors gains and mixed regional demand
In one line: Japan’s July export growth boosted by semiconductors gains and mixed regional demand
In one line: Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
In one line: China's July exports disappoint market expectations
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