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

South Korea

The KOSPI Index is a capitalization-weighted index of all common shares on the Korean Stock Exchanges. The Index was developed with a base value of 100 as of January 4, 1980. Note: The preferred shares are excluded in calculating the KOSPI Index from June 14, 2002. 

Korea Stock Exchange Kospi Index (KOSPI INDEX)

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