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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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Korean exports regain their vim after the holiday, led by semiconductor shipments
Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky
Korean manufacturing sentiment dented by sagging US and European orders
Outlook still gloomy, after sifting through the holiday data distortions
Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today
Governor Rhee signals one or two additional rate cuts this year after BoK's easing move today
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 Caixin PMI holds up better than official index
Korean PMI rebounds with underlying export growth in decent shape
In one line: Despite upside surprises on headline numbers, Korean WDA exports weakened in December amid regional demand slowdown and political uncertainty
Korea’s WDA 20-day exports remain steady ahead of Trump inauguration
China's Caixin PMI shows slowing growth
Korean manufacturing sentiment takes a nosedive
In one line: Korea’s WDA exports rebound in November, but looming protectionist risks loom over growth.
China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks
BoK makes surprise rate cut to bolster Korean growth, amid looming trade protectionism risks
Korean export growth picks up a notch, as chip shipments roar
Korean export growth picks up a notch, as chip shipments roar
In one line: Korea’s export momentum wanes in October amid despite semiconductor boost
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