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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
Please use the filters on the right to search for a specific date or topic.
PBoC prioritising RMB defence over rate cuts, after decent activity data in the first two months
Korean exports regain their vim after the holiday, led by semiconductor shipments
Japan’s consumer inflation slows as energy subsidies kick in
Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky
China's local governments get the memo on boosting domestic demand
Consumption makes modest improvements, as the trade storm looms
Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand
China's steps up fiscal support in a measured fashion; room for further easing
Caixin services activity improves
Korean manufacturing sentiment dented by sagging US and European orders
Manufacturing sentiment rebounds, despite the brewing trade war
Caixin PMI shows manufacturing sentiment rebound, despite the brewing trade war
Post-holiday activity rebound, but firms still wary ahead of the Two Sessions and tariff hikes
Construction activity rebound looks mainly seasonal; too soon to say if a real infrastructure push is coming
Outlook still gloomy, after sifting through the holiday data distortions
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
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
Japan’s flash manufacturing PMI shows activity spluttering
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
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