Chief Economist, Aletheia Capital

Dr. Jim Walker

Chief Economist

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<ul>
<li>China: Monetary &amp; Trade Indicators Strengthen: September data show broad-based monetary growth</li>
<li>Korea: Early Signs of Trade Softness: The first 10 days of October show exports down 15% YoY, imports down 22.8%.</li>
<li>India: Inflation Trends Favor Rate Cuts: Wholesale prices up just 0.1% YoY in September — a stark contrast to &gt;10% in 2022 and flat in 2023.</li>
</ul>


China: Monetary &amp; Trade Indicators Strengthen: September data show broad-based monetary growth
Korea: Early Signs of Trade Softness: The first 10 days of October show exports down 15% YoY, imports down 22.8%.
India: Inflation Trends Favor Rate Cuts: Wholesale prices up just 0.1% YoY in September — a stark contrast to &gt;10% in 2022 and flat in 2023.


Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 October 2025

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

Cross Asset Strategy

<ul><li>Direct Reduced Iron (DRI) is playing a significant role in India's steel industry, accounting for 33% of total steel output</li><li>India's DRI market is characterized by rapid growth driven by steel production targets and sustainable steel making practices</li><li>DRI production is concentrated in central and eastern parts of India, with states like Chhattisgarh and Odisha being prominent producers and trade hubs.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Direct Reduced Iron (DRI) is playing a significant role in India's steel industry, accounting for 33% of total steel outputIndia's DRI market is characterized by rapid growth driven by steel production targets and sustainable steel making practicesDRI production is concentrated in central and eastern parts of India, with states like Chhattisgarh and Odisha being prominent producers and trade hubs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Direct-reduced iron: India carving its path to meet 'green' steel ambitions

Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

<ul><li>Guest is Saurabh Mukherjeeya, founder of Marcellus Investment Managers and advocate for investing in India</li><li>Contrasts India and China, highlighting India's better performance over the years</li><li>Discusses the reasons behind India not receiving as much attention in terms of foreign investment compared to China, with recent shift towards investing in India</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Guest is Saurabh Mukherjeeya, founder of Marcellus Investment Managers and advocate for investing in IndiaContrasts India and China, highlighting India's better performance over the yearsDiscusses the reasons behind India not receiving as much attention in terms of foreign investment compared to China, with recent shift towards investing in IndiaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42]

<ul><li>Sajeet Pai, a VC at Bloom Ventures, provides insights on the Indian market, discussing unique features like low levels of debt and lack of trust.</li><li>India's massive population presents challenges and opportunities for investors, with a large segment of the population having low per capita income.</li><li>Cultural differences, such as the prevalence of cash on delivery in e-commerce, highlight the need for a nuanced approach when entering the Indian market.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Sajeet Pai, a VC at Bloom Ventures, provides insights on the Indian market, discussing unique features like low levels of debt and lack of trust.India's massive population presents challenges and opportunities for investors, with a large segment of the population having low per capita income.Cultural differences, such as the prevalence of cash on delivery in e-commerce, highlight the need for a nuanced approach when entering the Indian market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Sajith Pai: Unpacking India - [Making Markets, EP.40]

Podcast by Ted Seides on Capital Allocators, Capital Allocators

Capital Allocators

Podcast by Ted Seides on Capital Allocators

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors.

<ul><li>Dan Taniba moved to India 25 years ago, transitioning from the startup and venture capital world to public equities in 2007</li><li>Discussion covers challenges of venture capital, investing in India, and the case for public equities</li><li>Conversation delves into India capital's perspective on various aspects of investing, with examples and personal anecdotes interwoven throughout.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dan Taniba moved to India 25 years ago, transitioning from the startup and venture capital world to public equities in 2007Discussion covers challenges of venture capital, investing in India, and the case for public equitiesConversation delves into India capital's perspective on various aspects of investing, with examples and personal anecdotes interwoven throughout.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dan Tennebaum - The Case for India at India Capital (EP.387)

India

iShares MSCI India Index ETF is an exchange-traded fund registered in Singapore. The Fund seeks to provide investment results that, before expenses, closely correspond to the performance of the MSCI India Index. The Fund invests all or substantially all of its assets in shares comprising the MSCI India Index in substantially the same weightings as constituted in the underlying index.

iShares MSCI India Index ETF (INDIA SP)

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 October 2025

China: Monetary & Trade Indicators Strengthen: September data show broad-based monetary growth Korea: Early Signs of Trade Softness: The first...

Dr. Jim Walker

Direct-reduced iron: India carving its path to meet 'green' steel ambitions

The discussion with Rohan Somanshi, Fred Wong, and Sumita Laik on the Asian metals markets, particularly DRI in India, highlighted the growing...

Commodities Focus

Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42]

Saurabh Mukherjeeya from Marcellus Investment Managers explains why investing in India may be a better choice than China, citing consistent double...

Web3 Breakdowns

Sajith Pai: Unpacking India - [Making Markets, EP.40]

The podcast episode with Sajeet Pai from Bloom Ventures discusses the opportunities and challenges of investing in India, highlighting the...

Web3 Breakdowns

Dan Tennebaum - The Case for India at India Capital (EP.387)

Dan moved to India 25 years ago, transitioning from startups and venture capital to public markets, sharing insights on his journey and experiences...

Capital Allocators