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Nov 11, 2024
Chinese currency has weakened since Trump’s election win and if he actually makes good on 60% tariff threat the drop could be resounding
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Nov 6, 2024
Tariffs get the headlines, but Asia’s equally concerned about the Fed, protector of the globe’s top reserve currency
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Oct 23, 2024
Western-led order’s unraveling on full display as BRICS gathering in Russia gives IMF meet in US an economic reality check
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Oct 7, 2024
Short-lived 2015 rally showed liquidity is no substitute for supply-side reform. Will Xi’s team repeat history or correct past mistakes?
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Sep 24, 2024
Local authorities appear to be soft-pedaling Beijing’s central command to buy up excess housing supplies
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Sep 5, 2024
Wall Street retreat spreads to Asian bourses while China slowdown, yen turbulence and US easing threaten even stormier days ahead
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Aug 14, 2024
As Fumio Kishida bows out of Japanese leadership, let’s first dispense with the spin about why.
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Jul 31, 2024
By now, it’s painfully clear that China is asking the wrong question about the deflation it’s exporting to Asian neighbors.
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Jul 25, 2024
Japan, China, S Korea and Taiwan could all lose more than they gain under a tariff-prone Trump 2.0 administration
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Jun 28, 2024
Southeast Asia’s sudden pivot toward the BRICS nations is a global game-changer that few in Washington saw coming.
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May 23, 2024
‘Higher for longer’ US rates keep capital zooming out of the region, depriving markets of funds and putting pressure on currencies
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May 14, 2024
As Joe Biden throws down the gauntlet in his bid to defeat Donald Trump, the US president risks repeating one of his predecessor’s biggest blunders.
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Mar 5, 2024
Sometimes, good news on China’s economy is actually bad news for the broader global economy and financial system. The reference here is to the suspense surrounding...
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Feb 14, 2024
Among the wackiest things to come from Donald Trump’s mouth recently is the former US president trying to take credit for China’s US$7 trillion stock reckoning.
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Feb 8, 2024
Author of ‘The Black Swan: The Impact of the Highly Improbable’ isn’t alone in warning of a coming US debt spiral
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Jan 30, 2024
On Monday, many investors couldn’t help but wonder if the liquidation order China Evergrande Group received from a Hong Kong court was a “Lehman moment.”
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Jan 23, 2024
China’s slowing growth and unresolved property crisis are putting wider Asia-Pacific at risk as contagion fears spread
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Jan 5, 2024
Biden and Trump both under political pressure to get tough on China in what will be a rough and raucous presidential race
Jun 28, 2024Southeast Asia’s sudden pivot toward the BRICS nations is a global game-changer that few in Washington saw coming. 
May 23, 2024‘Higher for longer’ US rates keep capital zooming out of the region, depriving markets of funds and putting pressure on currencies 
May 14, 2024As Joe Biden throws down the gauntlet in his bid to defeat Donald Trump, the US president risks repeating one of his predecessor’s biggest blunders. 
Mar 5, 2024Sometimes, good news on China’s economy is actually bad news for the broader global economy and financial system. The reference here is to the suspense surrounding...
Feb 14, 2024Among the wackiest things to come from Donald Trump’s mouth recently is the former US president trying to take credit for China’s US$7 trillion stock reckoning. 
Feb 8, 2024Author of ‘The Black Swan: The Impact of the Highly Improbable’ isn’t alone in warning of a coming US debt spiral 
Jan 30, 2024On Monday, many investors couldn’t help but wonder if the liquidation order China Evergrande Group received from a Hong Kong court was a “Lehman moment.” 
Jan 23, 2024China’s slowing growth and unresolved property crisis are putting wider Asia-Pacific at risk as contagion fears spread 
Jan 5, 2024Biden and Trump both under political pressure to get tough on China in what will be a rough and raucous presidential race 