East Asia Update: China's Policy Direction, Korea's Political Woes and Taiwan's Economic Momentum
China: Policy direction has long-term consequences Industrial profits accelerated6% y/y in Oct 16 year-to-date, up from 8.4% in Sep 16. The coal...
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New Capital Controls Highlight Policy Concerns and Growing Contradictions
China's monetary expansion in 2003-2011 was underpinned by massive balance of payments surpluses (of 5-12% of GDP annually). Those surpluses shrank...
207 Views
The Decline of China's North-Eastern Regions
China's old heavy-industrial north-eastern regions are in decline, as is their population. Recent figures presage a more general decline in China's...
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Inflation Outlook: Watch for Upside Surprises in Asia
Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these...
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The Trillions Trilogy - Part 3 China's Missing Trillions – Load up the Truck
The final part of our dive into the current economic situation in China looks at the external accounts and China's missing Trillions. Capital is...
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