Asia: Will Global Growth Engine Outperform?

28 May 2023 The IMF's recently released global forecast highlights that Asia will be the only region to experience stronger economic growth this year relative to 2022. Likewise, the Asian economy will outperform all other regions both this year and in 2024 (Chart above). Indeed, the following Chart indicates that Asia will account for over [...]

Asia: Bending, But Not Breaking

22 October 2019 The global economy is slowing. During previous bouts of world-wide economic weakness, Asia has been relied upon as an engine of growth. This time, however, Asian economic activity is also cooling, as the region (and individual countries within the area) confronts both external and domestic challenges. The deepening trade war, of course, [...]

Japanification: Has Europe Been Infected?

2 May 2019 The sharp decline in equity markets during Q4 2018, reflected the likelihood that global economic activity would decelerate in 2019. Some commentators went even further, coining a new phrase, and posing the question of whether a "Japanification" of the global economy was taking place. That is, even a decade after the Global [...]