Pantheon Macroeconomics

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China+ Publications

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

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

Exports

China+ Datanote: 20-day Exports, Korea, March

Korean exports regain their vim after the holiday, led by semiconductor shipments

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 March 2025: Japan's inflation slows on energy subsidies

Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, February

Outlook still gloomy, after sifting through the holiday data distortions

Duncan WrigleyChina+

China+ Datanote: 20-day Exports, Korea, February

Korean working-day exports fell due to holiday effects; surging auto exports points to front-loading

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 February 2025: Japan's consumer inflation surges

Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge

Duncan WrigleyChina+

CHINA+ DATA WRAP 19 February 2025: Japan's real export growth below headline

China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, January

In much better shape than the headline suggests

Duncan WrigleyChina+

CHINA+ DATA WRAP 3 February 2025: Caixin PMI holds up better than official PMI

China's Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape

Duncan WrigleyChina+

CHINA+ DATA WRAP 23 January 2025: Japan's export growth rebounds m/m SA

Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US

Duncan WrigleyChina+

China+ Datanote: Exports, China, December

In one line: China's 2024 export value surpasses Covid peak, trade surplus hits record high

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, December

In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty 

Kelvin Lam (Senior China+ Economist)China+

CHINA+ DATA WRAP 23 December 2024

Korea’s WDA 20-day exports remain steady ahead of Trump inauguration

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Japan, November

In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, November

In one line: China’s export growth weakens amid slowing global demand

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, Korea, November

In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: Exports, China, October

In one line: One month’s data can be misleading; China's quarterly export growth has, in fact, decelerated.

Kelvin Lam (Senior China+ Economist)China+

China+ Datanote: 20-Day Exports, Korea, November

Korean export growth picks up a notch, as chip shipments roar

Duncan WrigleyChina+

CHINA+ DATA WRAP 21 November 2024: Korean export growth picks up a notch

Korean export growth picks up a notch, as chip shipments roar

Duncan WrigleyChina+

CHINA+ DATA WRAP 20 November 2024: China's LPRs on hold this month

China's LPRs on hold as regulators judge impact of earlier easing
Japan's export growth picks up modestly

Duncan WrigleyChina+

China+ Datanote: Exports, Korea, October

In one line: Korea’s export momentum wanes in October amid despite semiconductor boost

Kelvin Lam (Senior China+ Economist)China+

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