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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: 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: Korea’s 20-day export growth fueled by lumpy ship exports and renewed EU demand.
Korea’s export rebound disappoints markets, likely due to deeper-than-expected fall in car shipments to the US
Korea’s manufacturing activity continues to grow in July, but at a slower pace
In one line: Adverse weather shrinks China’s manufacturing activity; Korea’s WDA export growth slowdown likely temporary
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: Strong AI-driven exports propel Korea’s early July trade figures
The BoK keeps the policy rate on hold, likely to make first cut in October
The BoK keeps the policy rate on hold, likely to make first cut in October
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
In one line: Korea’s export recovery continues, led by strong ICT demand and lumpy ship exports
China's Caixin PMI rises, thanks to robust consumer goods output
Korean manufacturing PMI hits a two-year high
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