Pantheon Macroeconomics

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China+ Publications

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

Please use the filters on the right to search for a specific date or topic.

20-day exports

CHINA+ DATA WRAP 1 May 2026: Tokyo inflation subdued; Korea exports surging

In one line: Tokyo inflation subdued thanks to expanded childcare subsidies;
Korean exports buoyed by robust chip sales

PM Datanote: Exports, Japan, March

In one line: Japan exports rebound in March on post-LNY China demand; BoJ hike likely delayed to June after media leak

CHINA+ DATA WRAP 18 March 2026: Japan's exports slow due to holiday effects

Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise

PM Datanote: Exports, Japan, January

In one line: Japan exports spike on Lunar New Year boost, strong momentum unlikely to last.

PM Datanote: Exports, Korea, January

In one line: Korea’s export jump exaggerated by LNY timing; semiconductors still underpin growth.

PM Datanote: Exports, Korea, February

In one line: Korea exports surge in full-month February on global AI investment boom

CHINA+ DATA WRAP 22 January 2026: Japan's steady export rebound

In one line: Japan's overall exports rise, despite falling shipments to the US

China+ Datanote: Exports, China, December

In one line: Diversification keeps China exports float in 2025; December export upticks largely support by ASEAN & BRICS demand

CHINA+ DATA WRAP 8 December 2025: Politburo signals urgency to stabilise demand

Politburo signals urgency to stabilise domestic demand
Chinese exports resume solid growth to non-US markets
Japanese wages lifted by bonuses

PM Datanote: Exports, China, October

In one line: China’s export reversal led by weaker shipments to non-US markets, notably the EU. 

PM Datanote: Exports, Korea, October

In one line: Semiconductors and South America shipments drive Korea’s WDA export rebound.

China+ Datanote: Exports, Korea, November

In one line: Korea’s resilient November exports powered by robust semiconductor demand

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Keywords for: China+ Documents

independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,