By RGE's Asia Analyst Team
Sep 23, 2010
8:13:00 PM
| Last Updated
EXECUTIVE SUMMARY
Economic and strategic ties will force Japan and China to smooth over recent political tensions. Inflation looks to have eased in Thailand, but higher food and core prices have heightened inflationary pressures in Indonesia and South Korea. Next week's data should show that intra-Asia trade kept Hong Kong's and Indonesia's exports from slowing significantly in August. Better-than-expected export orders and labor market data suggest that Taiwan will hike rates at the Q3 monetary policy meeting.
Japan-China Relations: Strategic Competition and Currency Frictions
Access to this content is restricted to RGE clients.
If you have a client code, please enter it here to activate your client account.
Click here for a free trial.
Learn About Our Services:
Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.
Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:
• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio
Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.
Learn More »