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, [...]
President Trump will use his Asia trip to discuss America's swollen trade deficits with the region. Trade imbalances are caused by macro factors: America saves too little, Asia saves too much. This Chart, however, does indicate that America's penetration of some key Asian markets is far lower than their access to the US market. China [...]
2 November 2017 Despite the flare up of dangerous geopolitical risks, Asian assets have performed exceptionally well in 2017. Indeed, after years of underperformance, the 28% gain in Asian equity markets is twice that of the S&P500. Likewise, shrugging off initial concerns after last year’s US election, most of the region’s currencies have appreciated handsomely [...]
This analysis of the recent events on the Korean peninsula from the Perterson Institute is well worth considering. https://piie.com/blogs/north-korea-witness-transformation/signals-galore-true-meaning-last-week-peninsula?platform=hootsuite