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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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Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky
Outlook still gloomy, after sifting through the holiday data distortions
Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading
Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge
China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline
China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape
Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US
In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high
In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
In one line: China’s export growth weakens amid slowing global demand
In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.
In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.
China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly
In one line: Korea’s export momentum wanes in October amid despite semiconductor boost
China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
Korea’s export momentum wanes in October amid despite semiconductor boost
Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
In one line: Japan's Exports Fall Unexpectedly in September on Weaker Asian Shipments
In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
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