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North East Asia

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Japan: Inflation

How Severe Is Deflation in Japan?

Hong Kong: Domestic Politics

Will Mass Resignations Bring Democratic Reforms to Hong Kong?

South Korea: Economic Profile

South Korea’s Growth Slowed to 0.2% q/q in Q4 2009: Is the Momentum Waning?

Macro View

South Korea: Monetary Policy

South Korea Keeps Interest Rate on Hold in March: Is a Hike Still Far Away?

South Korea’s Inflation Eased in February: Are Inflation Risks Fading?

North East Asia : South Korea : Asia/Pacific : Macro View : Monetary Policy and Inflation :

China: Inflation and Monetary Policy

How High Will China’s Inflation Go?

China Hikes Reserve Requirements Again: How Tight Is Monetary Policy?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : Monetary Policy and Inflation : Money Markets :

China: Fiscal Policy

How Stable Is China's Fiscal Position?

Crouching Local Debts, Hidden Risks

China : North East Asia : Asia/Pacific : Macro View : Markets : Fiscal Policy : Government Bonds :

China: Economic Profile

How Strong is China's Recovery?

Could China Face a ‘Minsky Moment’?

China : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle : Sectors and Industries :

Japan: Monetary Policy

How and When Will Japan Exit from Monetary Easing?

Quantitative Easing Returns to Japan: A Losing Battle against Deflation?

Japan : North East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

China: Consumption

Will Chinese Auto Sales Still Lead the World in 2010?

Chinese Retail Sales: Heating Up?

China : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle :

Japan: Inflation

How Severe Is Deflation in Japan?

How Vulnerable Is Japan's Economy to High Oil Prices?

Japan : North East Asia : Advanced Economies : Asia/Pacific : Macro View : Inflation Targeting : Monetary Policy and Inflation :

South Korea: External Accounts

South Korea’s Exports Continue to Expand in February: How Strong Is the Export Recovery?

What are the Risks to South Korea’s Current Account Surplus in 2010?

North East Asia : South Korea : Asia/Pacific : Macro View : External Balance : International Trade and Globalization :

China: FX Reserves

Will China Keep Buying U.S. Assets?

China and the Euro: Should China Buy Greek Debt?

China : North East Asia : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth : Reserve Diversification :

China: Property Market

Will the Chinese Property Bubble Burst in 2010?

What Might be the Macro Effects of a Chinese Asset Market Crash?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

China: Export Sector

Chinese Exports Jump in February: How Much Will They Grow in 2010?

Chinese PMI Slows: Holiday Effect or Slower Growth for Chinese Manufacturing?

China : North East Asia : Asia/Pacific : Macro View : Current Account : International Trade and Globalization :

China: Labor Market

Where Have the Migrants Gone? Economics of Migration in China

Will the Chinese Labor Market Continue to Improve?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity :

South Korea: Fiscal Policy

South Korea’s Sovereign Debt Continues to Increase: Is the Fiscal Condition Becoming Unsustainable?

How Has the South Korean Government Responded to the Crisis?

North East Asia : South Korea : Asia/Pacific : Macro View : Fiscal Policy :

China: Manufacturing and Industrial Production

Will 'Indigenous Innovation' Policies Hamper Chinese Efficiency?

How Effective is China's Science and Technology Policy?

China : North East Asia : Asia/Pacific : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries : Technological Change :

Japan: Fiscal Policy

How Can Japan Close Its Budget Gap?

Is Japan's Large Public Debt Burden Sustainable?

Japan : North East Asia : Asia/Pacific : Macro View : Fiscal Policy :

The Group of Eight (G8)

G7 Ministers Focus on Financial Reform, Not Currencies

Has the G20 Superseded the G7/G8?

Canada : France : Germany : Italy : Japan : North East Asia : Russia : Russia and CIS : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View :

Economics of the Olympics and Other Major Sporting Events

The Economic Costs and Legacy of the Vancouver Olympics

Rio's Olympic Win: How much Economic Boost from the Olympics?

Brazil : Canada : China : North East Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macro View :

China: Sectors

Chinese Shipbuilders Benefiting From Government Guarantees

Chinese Airplane Manufacturing: Poised for Global Competition?

China : North East Asia : Asia/Pacific : Macro View : Sectors and Industries :

Taiwan: Economic Profile

Is Taiwan's Recovery Strengthening?

Taiwan Exits Recession: What’s the Outlook for 2010?

North East Asia : Taiwan : Asia/Pacific : Macro View : Growth Outlook and Business Cycle :

Hong Kong: Property Market

Will the Hong Kong Government Prevent a Property Bubble?

Hong Kong and Macau : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

Hong Kong: Economic Profile

Will Hong Kong's Recovery Accelerate in 2010?

Will Hong Kong's Inflation Accelerate?

Hong Kong and Macau : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle :

Hong Kong: Fiscal Policy

Will Hong Kong's FY2010 Budget Bolster the Recovery?

Hong Kong and Macau : North East Asia : Asia/Pacific : Macro View : Fiscal Policy :

The G20's Role in Economic Policymaking

Canada's G8/G20 Agenda

G20 Finance Ministers: Is the Agenda too Broad?

Argentina : Australia : Brazil : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia and CIS : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations :

Taiwan: Domestic Consumption

Will Taiwan's Unemployment Rate Keep Falling?

North East Asia : Taiwan : Asia/Pacific : Macro View :

Japan: Economic Profile

Japan's Recovery Stalls: GDP Growth of 1.1% q/q in Q4

DPJ's new economic strategy: will the strategy work?

Growth Outlook and Business Cycle : Technological Change : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View :

Japan's Lost Decade

U.S. Today Versus Japan's Lost Decade

Lessons from Japan's Crisis

Japan : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

China Investment Corporation

What Do We Know About the Strategy of the China Investment Corporation?

SAFE and CIC: How Are China's Foreign Assets Managed?

China : North East Asia : Asia/Pacific : Macro View : Markets : FX Reserves and Sovereign Wealth : Oil and Energy : Reserve Diversification :

South Korea: Economic Profile

South Korea’s Growth Slowed to 0.2% q/q in Q4 2009: Is the Momentum Waning?

Is South Korea Losing Its Competitiveness?

North East Asia : South Korea : Asia/Pacific : Macro View : Growth Outlook and Business Cycle :

China: Trade Politics

Is the Cost of Doing Business in China Rising for Foreign Companies?

Are U.S.-China Trade Tensions Worsening in 2010?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Foreign Policy and Geostrategic Risks : International Trade and Globalization :

China: Current Account

China's Current Account Narrowed in 2009

Foreign Direct Investment Strengthens in China

China : North East Asia : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance :

China: Fiscal Stimulus

How Much Should We Worry About Overcapacity in China?

Will China Rebalance its Fading Stimulus?

China : North East Asia : Asia/Pacific : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles :

China: Economic Statistics

Chinese Data Discrepancies Exacerbated During Global Downturn?

China : North East Asia : Asia/Pacific : Macro View :

Taiwan: Monetary Policy

Inflation Up in Taiwan: A Spike or a Trend?

When Will Interest Rate Hikes Begin in Taiwan?

North East Asia : Taiwan : Asia/Pacific : Macro View : Monetary Policy and Inflation :

North Korea: Economic Profile

Could North Korea’s Economy Collapse after Currency Reform?

Who Has Economic Leverage On North Korea?

North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle : Nuclear Proliferation : Terrorism, Civil Strife and Security :

Asia: Economic Integration

The China-ASEAN FTA Seals Greater Regional Integration: Are Benefits from the FTA Overstated?

ASEAN+3 to Begin Operating the Multilateral Reserve Pool: Signs of Greater Regional Integration and Reduced External Vulnerability?

Asia/Pacific : Macro View : North East Asia : South East Asia :

Hong Kong: Consumption

How Low Can Hong Kong's Unemployment Go?

Will Hong Kong's Recovery Accelerate in 2010?

Hong Kong and Macau : North East Asia : Asia/Pacific : Macro View : Labor Markets and Productivity :

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

Will the Second Fiscal Stimulus Boost Job Creation?

North East Asia : Pacific : South East Asia : South Korea : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions : International Financial Institutions :

Hong Kong: External Accounts

Can Asian Demand Continue to Drive Hong Kong's Export Rebound?

Hong Kong and Macau : North East Asia : Asia/Pacific : Macro View : External Balance : International Trade and Globalization :

South Korea: Labor Market

South Korea’s Unemployment Rate Rose in January: Will the Labor Market Remain Weak in 2010?

Does South Korean Labor Market Show Duality between a Rigid Sector and a Flexible Sector?

North East Asia : South Korea : Asia/Pacific : Macro View : Labor Markets and Productivity :

The Renminbi as a Reserve Currency

How Significant Are Chinese Steps Towards Internationalization of the Renminbi?

Panda Bonds: Will China Allow More RMB Bonds?

China : North East Asia : Asia/Pacific : Macro View : Markets : Currencies : Current Account : FX Reserves and Sovereign Wealth : Reserve Diversification :

The BRICs and Reserve Currency Alternatives

China's Super-Sovereign Reserve Currency Idea: Could the SDR Be a Reserve Currency?

North East Asia : Russia : South Asia : Asia/Pacific : Europe : Latin America : Macro View : FX Reserves and Sovereign Wealth : Reserve Diversification :

Macau: Economic Profile

Will Macau's Gaming Sector Revival Lead to Economic Growth?

Hong Kong and Macau : North East Asia : Asia/Pacific : Macro View : Sectors and Industries :

South Korea: Manufacturing Sector

South Korea’s Industrial Production Sustained Double-Digit Growth in January: Will the Strong Momentum Continue?

Facilities Investment Rebounded in South Korea: How Strong it Will Be in 2010?

North East Asia : South Korea : Asia/Pacific : Macro View :

China: Social Safety Net

How Will China Finance Its Extended Health Care Coverage?

Cracks in China's Pension System

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Development Challenges : Labor Markets and Productivity : Poverty Reduction :

Japan: External Accounts

Will Japan's Export Machine Sputter Out as Inventory Restocking Ends?

Will Japan's Current Account Surplus Continue to Shrink?

Japan : North East Asia : Asia/Pacific : Macro View : External Balance : International Trade and Globalization :

South Korea: Key Sectors

Will South Korean Automakers Continue to Grab Global Market Share?

Are South Korean Shipbuilders Losing Their Competitiveness Amid the Global Financial Crisis?

North East Asia : South Korea : Asia/Pacific : Macro View : Sectors and Industries : Technological Change :

Taiwan: Electronics Sector

Is Taiwan's Electronics Sector Consolidating?

Is Taiwan's Manufacturing Sector Recovery Sustainable?

North East Asia : Taiwan : Asia/Pacific : Macro View : Sectors and Industries : Technological Change :

Japan: Industrial Production

Is the Japanese Manufacturing Sector Reviving?

Japan's Tanking Tankan: When Will Capex Revive?

Japan : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle :

Taiwan: Fiscal Policy

Is Taiwan's Fiscal Policy Sustainable?

Will Ballooning Debt Worries Pose Risks to Taiwan's Credit Rating?

North East Asia : Taiwan : Asia/Pacific : Macro View : Fiscal Policy :

Japan: Domestic Demand

Are Japanese Consumers Shopping Yet?

Will Domestic Demand Ever Contribute More to Japanese Growth?

Japan : North East Asia : Asia/Pacific : Macro View :

Japan: Real Estate Sector

Is Japan on the Verge of a Mortgage Crisis?

Japanese Regional Banks and Property Developers in Vicious Circle

Japan : North East Asia : Asia/Pacific : Macro View : Real Estate Sector :

South Korea: Domestic Consumption

Does Reviving Sentiment in South Korean Consumption Signal Springtime Already?

South Korea’s Unemployment Rate Rose in January: Will the Labor Market Remain Weak in 2010?

North East Asia : South Korea : Asia/Pacific : Macro View : Growth Outlook and Business Cycle : Labor Markets and Productivity :

South Korea: Sovereign Wealth Fund

Will the Korea Investment Corporation Become Aggressive in Managing Reserves?

North East Asia : South Korea : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth :

South Korea: Real Estate Sector

Is South Korea Forming Its Own Property bubble?

North East Asia : South Korea : Asia/Pacific : Macro View : Real Estate Sector :

Asia: Sovereign Wealth Funds and State Holding Companies

Will the Korea Investment Corporation Become Aggressive in Managing Reserves?

Singapore's Government Investment Corporation (GIC): 25% Losses?

North East Asia : South East Asia : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth :

Markets

Taiwan: The New Taiwan Dollar

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

Will Taiwan Introduce De Facto Capital Control Measures to Curb Currency Appreciation?

North East Asia : Taiwan : Asia/Pacific : Markets : Currencies :

China: The Renminbi

How Undervalued, If at All, Is the Renminbi?

Renminbi: How Soon Might a Move From the Peg Come?

China : North East Asia : Asia/Pacific : Markets : Currencies :

China: Fiscal Policy

How Stable Is China's Fiscal Position?

Crouching Local Debts, Hidden Risks

China : North East Asia : Asia/Pacific : Macro View : Markets : Fiscal Policy : Government Bonds :

China: Property Market

Will the Chinese Property Bubble Burst in 2010?

What Might be the Macro Effects of a Chinese Asset Market Crash?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

Japan: Equities

Japan's Commodity Exchanges

Japan: Long-Term Outlook for Equities

Japan : North East Asia : Asia/Pacific : Markets : Equities :

China: Manufacturing and Industrial Production

Will 'Indigenous Innovation' Policies Hamper Chinese Efficiency?

How Effective is China's Science and Technology Policy?

China : North East Asia : Asia/Pacific : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries : Technological Change :

China: Equity Markets

How Will the Year of the Tiger Affect Global Markets?

Is this the Start of a Bear Market for Chinese Equities?

China : North East Asia : Asia/Pacific : Emerging Markets : Markets :

Hong Kong: Property Market

Will the Hong Kong Government Prevent a Property Bubble?

Hong Kong and Macau : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

China Investment Corporation

What Do We Know About the Strategy of the China Investment Corporation?

SAFE and CIC: How Are China's Foreign Assets Managed?

China : North East Asia : Asia/Pacific : Macro View : Markets : FX Reserves and Sovereign Wealth : Oil and Energy : Reserve Diversification :

China: Commodity Imports

Is Chinese Commodity Demand Softening?

Will Chinese Policies Curb the Steel Glut?

China : North East Asia : Asia/Pacific : Markets : Base Metals : Natural Gas : Oil : Oil and Energy : Other Commodities :

South Korea: Asset Markets

Will the South Korean Bond Market Continue to See a Flattening Bias?

Is South Korea’s Stock Market Rally Sustainable in 2010?

North East Asia : South Korea : Asia/Pacific : Markets : Currencies : Equities : Government Bonds :

Hong Kong: The Hong Kong Dollar

Pressure Off the Hong Kong Dollar as Inflows Wane?

Hong Kong Exchange Fund Posts Gain in 2009

Hong Kong and Macau : North East Asia : Asia/Pacific : Markets : Currencies :

The Renminbi as a Reserve Currency

How Significant Are Chinese Steps Towards Internationalization of the Renminbi?

Panda Bonds: Will China Allow More RMB Bonds?

China : North East Asia : Asia/Pacific : Macro View : Markets : Currencies : Current Account : FX Reserves and Sovereign Wealth : Reserve Diversification :

Hong Kong: Equity Markets

Is Hong Kong's Liquidity Luring Foreign Listings?

Hong Kong Equities: Hang Seng Boosted By China

Hong Kong and Macau : North East Asia : Asia/Pacific : Markets : Equities :

China: Credit Markets

Panda Bonds: Will China Allow More RMB Bonds?

Will Stimulus Breathe New Life into Chinese Corporate Bond Market?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Government Bonds : Money Markets :

China: Derivatives Regulation

Will Chinese State-Owned Enterprises Break Their Derivatives Contracts?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Derivatives : Financial Systems and Regulation : Options and Futures :

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

China Locking Up Energy Supplies? Adding Fuel Assets and Loans to Oil-Rich Nations

Oil and Energy : China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Natural Gas :

South Korea: The Won (currency)

Will the South Korean Won Continue to Appreciate?

Will the South Korean Government Curb Further Currency Appreciation?

North East Asia : South Korea : Asia/Pacific : Markets : Currencies :

Taiwan: Asset Markets

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

Is Taiwan's Equity Market Rally Coming to An End?

North East Asia : Taiwan : Asia/Pacific : Markets : Currencies : Equities : Government Bonds :

Emerging Markets: Economic Profile

Turkish Stock Market: Will 2010 Be Another Strong Performance Year?

Emerging Market Interest Rate Policy: Has Easing Ended?

North East Asia : Peru : Russia : Russia and CIS : South Africa : South East Asia : Taiwan : Thailand : Asia/Pacific : Emerging Markets : Latin America : Middle East and Africa : Markets : Equities : Andean : Brazil : China : Colombia : Mexico :

Japan: The Yen

Yen Outlook: Will Quantitative Easing Depress the Yen?

Will Japan Intervene to Stop the Surging Yen?

Japan : North East Asia : Asia/Pacific : Markets : Currencies :

Japan: Government Bonds

Is Japan's Large Public Debt Burden Sustainable?

Will the Year-End Asset Shortage Boost JGBs?

Japan : North East Asia : Asia/Pacific : Markets : Government Bonds :

South Korea: Non-Bank Financial Sector

Will South Korea's Derivatives Market Continue to Grow Robustly?

Will the Financial Crisis Continue to Hit South Korea's Securities Market Hard?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Markets :

Finance & Banking

China: Inflation and Monetary Policy

How High Will China’s Inflation Go?

China Hikes Reserve Requirements Again: How Tight Is Monetary Policy?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : Monetary Policy and Inflation : Money Markets :

China: Banking Sector

Does Chinese Bank Lending Pose Future Risks?

How Solid Are Chinese Banks?

China : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

China: Property Market

Will the Chinese Property Bubble Burst in 2010?

What Might be the Macro Effects of a Chinese Asset Market Crash?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

Hong Kong: Property Market

Will the Hong Kong Government Prevent a Property Bubble?

Hong Kong and Macau : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

Japan's Lost Decade

U.S. Today Versus Japan's Lost Decade

Lessons from Japan's Crisis

Japan : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

China: Corporate Finance

How Will the Improved Outlook for Chinese Corporate Profits Affect Capex?

Private Equity in China: Local Players and Joint Ventures

China : North East Asia : Asia/Pacific : Finance and Banking : Corporate Bonds and Leveraged Loans : Corporate Finance : Hedge Funds and Private Equity :

Japan: Banking Sector

Should Japanese Banks Bail Out Ailing Companies?

Japanese Moratorium on Loan Repayments: Will It Ease the Hurt From Ongoing Asset Collapse?

Japan : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management :

China: Credit Markets

Panda Bonds: Will China Allow More RMB Bonds?

Will Stimulus Breathe New Life into Chinese Corporate Bond Market?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Government Bonds : Money Markets :

China: Derivatives Regulation

Will Chinese State-Owned Enterprises Break Their Derivatives Contracts?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Derivatives : Financial Systems and Regulation : Options and Futures :

South Korea: Banking Sector

Is South Korea's Banking Sector Well-Equipped to Weather the Global Financial Crisis?

How Will the Korea Development Bank Be Privatized?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Banks and Risk Management :

South Korea: Corporate Sector

Is South Korean Corporate Sector Healthy?

Facilities Investment Rebounded in South Korea: How Strong it Will Be in 2010?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Corporate Finance :

Taiwan: Banking Sector

How Are Taiwan's Banks Weathering the Global Financial Crisis?

North East Asia : Taiwan : Asia/Pacific : Finance and Banking : Banks and Risk Management :

Hong Kong as China's Financial Center

Is the Outlook Improving for Hong Kong's Banks?

China : Hong Kong and Macau : North East Asia : Asia/Pacific : Finance and Banking :

Japan: Corporate Finance

Are Poison Pills and Protectionism Passe in Japan?

Bank of Japan Takes on Role of Corporate Financier

Japan : North East Asia : Asia/Pacific : Finance and Banking : Corporate Finance :

Japan: Non-Bank Financial Institutions

Will Tokyo Become the London of the East?

Japan Post Privatization Halted

Japan : North East Asia : Asia/Pacific : Finance and Banking :

South Korea: Non-Bank Financial Sector

Will South Korea's Derivatives Market Continue to Grow Robustly?

Will the Financial Crisis Continue to Hit South Korea's Securities Market Hard?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Markets :

Geostrategic & Long Term Issues

Biofuel

Greening Transport: Can Biofuels Challenge U.S. Oil Dependence?

What is the Current State of the Ethanol Market?

Brazil : China : North East Asia : United States : Asia/Pacific : Latin America : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources :

China: Labor Market

Where Have the Migrants Gone? Economics of Migration in China

Will the Chinese Labor Market Continue to Improve?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity :

China: Defense and Security Policy

Is China's Military Spending Really Slowing?

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

China : North East Asia : Pacific : South Asia : United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

Japan: Demographics

How Can Japan Stop Its Demographic Trainwreck?

Japan: Economic Impact of an Aging Population

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care :

U.S.-China Relations

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

Will Obama's Visit Spark Closer Economic Relations with China?

China : North East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Trade and Globalization :

China: Foreign Policy

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

Is China’s Influence Growing in Southeast Asia?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

The G20's Role in Economic Policymaking

Canada's G8/G20 Agenda

G20 Finance Ministers: Is the Agenda too Broad?

Argentina : Australia : Brazil : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia and CIS : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations :

China: Domestic Politics

China's New Leaders: A Look at the 'Fifth Generation'

Is China Really Cracking Down on Corruption?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Japan: Economic Profile

Japan's Recovery Stalls: GDP Growth of 1.1% q/q in Q4

DPJ's new economic strategy: will the strategy work?

Growth Outlook and Business Cycle : Technological Change : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View :

Hong Kong: Domestic Politics

Will Mass Resignations Bring Democratic Reforms to Hong Kong?

Hong Kong and Macau : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

China: Trade Politics

Is the Cost of Doing Business in China Rising for Foreign Companies?

Are U.S.-China Trade Tensions Worsening in 2010?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Foreign Policy and Geostrategic Risks : International Trade and Globalization :

U.S. Defense Policy and Spending

Military Spending and the U.S. Budget

New Focus on Cybersecurity: How Real is the Threat?

Iraq : North East Asia : United States : Asia/Pacific : Middle East and Africa : North America : Geostrategic and Long Term Issues : Foreign Aid : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security :

North Korea: Economic Profile

Could North Korea’s Economy Collapse after Currency Reform?

Who Has Economic Leverage On North Korea?

North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle : Nuclear Proliferation : Terrorism, Civil Strife and Security :

China: Ethnic and Territorial Disputes

Can China Win Tibetan Loyalties with New Policies?

Xinjiang: Ethnic Tensions Threatening the Chinese Goverment?

China : North East Asia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks :

Asia's Natural Disaster Preparation

Taiwan's President Shuffles Cabinet In the Wake of Typhoon Morakot

China's Emergency Response to Natural Disasters: Who Will Bear the Rebuilding Cost?

China : North East Asia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources : Diseases and Natural Disasters :

Developing Countries and Climate Change

China's Environmental Woes: The Great Leap Backward

Brazil and Climate Change

China : India : North East Asia : South Asia : Asia/Pacific : Latin America : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources :

Taiwan: Ties with China

Will Increasing Ties with China Boost Taiwan's Growth?

Will Taiwan’s Local Election Results Slow Integration with China?

China : North East Asia : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

Taiwan: Domestic Politics

Will Taiwan’s Local Election Results Slow Integration with China?

Is Typhoon Morakot Becoming a Political Storm in Taiwan?

North East Asia : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Copenhagen Climate Change Summit

Developing Countries Oppose New Global Deal on Climate Change

Can the U.S. and China Initiate a Global Climate Change Agreement?

China : North East Asia : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources :

Sino-Japanese Relations

Will China Save Japan or Seize Economic Leadership of Asia?

Can China Learn from the Experiences of Japan and Other Asian Countries?

China : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

China Locking Up Energy Supplies? Adding Fuel Assets and Loans to Oil-Rich Nations

Oil and Energy : China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Natural Gas :

Shanghai Cooperation Organization

Shanghai Cooperation Organization: NATO of the East?

Central Asia : China : Kazakhstan : North East Asia : Russia : Russia and CIS : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : International Organizations : Terrorism, Civil Strife and Security :

China: Social Safety Net

How Will China Finance Its Extended Health Care Coverage?

Cracks in China's Pension System

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Development Challenges : Labor Markets and Productivity : Poverty Reduction :

South Korea: Domestic Politics

How Has the South Korean Government Responded to the Crisis?

Is Former President Roh's Suicide Posing Challenges to South Korean Government?

North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

South Korea: National Pension Service

Will South Korea's Pension Fund Be Successful in Chasing Higher Yields to Boost Returns?

North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care :

Sino-Russian Relations

What Role Does Oil Play in China-Russia Ties?

China : North East Asia : Russia : Russia and CIS : Asia/Pacific : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Oil :

APEC's Growing Profile

APEC's November Meeting Pushes for Regional Integration and Rebalancing

The APEC Summit: Are Bilateral Trade Arrangements the New Trend?

Malaysia : Mexico : North East Asia : Pacific : Peru : Philippines : Singapore : South East Asia : South Korea : Thailand : Vietnam, Cambodia, Laos : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Organizations : Andean : Australia : Canada : Chile : China : Hong Kong and Macau : Indonesia : Japan :

Food Supply

Famine Looms Across the Horns of Africa

Chinese Drought Threatening Food Supply?

China : North East Asia : Sub-Saharan Africa : Advanced Economies : Asia/Pacific : Emerging Markets : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Food and Water Supply :

Japan: Domestic Politics

DPJ's new economic strategy: will the strategy work?

Who Will Win Japan's Upper House Elections July 2010?

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

The Group of Seven (G-7)

Has the G20 Superseded the G7/G8?

Canada : Japan : North East Asia : United Kingdom : United States : Asia/Pacific : Europe : North America : Geostrategic and Long Term Issues : International Organizations :

Japan: Foreign Policy

What Does a DPJ Win Mean for Domestic and Foreign Politics?

Could Japan Be a White Knight in Time of Crisis?

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

The Asia-Pacific Strategic Balance

Will Rising North-South Korea Tensions Harm Economic Development?

Fragile Domestic Politics within Pakistan

Australia : China : Japan : North East Asia : Pacific : South Asia : South Korea : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

Asian Development Bank (ADB)

Will ADB's Capital Increase Provide Vital Support for Countries Affected by the Global Downturn?

Indonesia : Malaysia : North East Asia : Pacific : Philippines : South East Asia : Thailand : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Financial Institutions : International Organizations : International Trade and Globalization :

North East Asia Country Pages: China | Hong Kong and Macau | South Korea | Taiwan | Japan

RGE Analysis

What is China's Exit Strategy?

Adam Wolfe and Rachel Ziemba Nov 16, 2009

Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble

Adam Wolfe and Rachel Ziemba Oct 21, 2009

The Rising Sun also Sets

Michael Moran Oct 07, 2009

CNBC Squawk Box Interviews with RGE's Rachel Ziemba, Jim Rogers and others Discussing China at 60

Rachel Ziemba Oct 07, 2009

A New Deal

Mikka Pineda Aug 08, 2009

Six Crises, 2009: A Half-Dozen Ways Geopolitics Could Upset Global Recovery

Michael Moran Jul 31, 2009

East Asian Bank Sector Reform Since 1997

Mikka Pineda Jul 22, 2009

Can Japan Avoid Another Lost Decade?

Mikka Pineda Jul 22, 2009

BRICs in the Monitor

RGE Analyst Team Jun 16, 2009

Brazil and China: Moves Towards a New Economic Order?

Rachel Ziemba May 18, 2009

The D-Word Pops Up Again in Japan: How Temporary?

Mary Stokes Dec 08, 2008

More on the Chinese Fiscal Stimulus

Rachel Ziemba Nov 15, 2008

Why Japan's Downturn May Not Be So Mild After All

Mary Stokes Sep 02, 2008

One Year Later, Still Crunch Time

Christian Menegatti, Elisa Parisi-Capone and Rachel Ziemba Aug 22, 2008

As 08.08.08 Approaches

Rachel Ziemba and Kavitha Cherian Aug 07, 2008

Is China Suffering an Olympic Shock?

Rachel Ziemba Aug 05, 2008

Japense Inflation: The Good, the Bad and the Ugly

Mary Stokes Jun 30, 2008

Natural Gas; Asian Equities; Japanese Exports; U.S. Inequality; Bolivian Referendum

Christian Menegatti Apr 24, 2008

ECB, BoT, BoK, BoE, BoJ; China; Mexico; Iceland

Christian Menegatti Apr 10, 2008

Editor's Pick: Rising Tigers of the Chinese Banking Sector

Rachel Ziemba Mar 31, 2008

Iceland: Crisis Ahead?; Egypt's Inflation Troubles; Japan's Political Standoff; Argentina's Rural Strike

Christian Menegatti Mar 27, 2008

Still Buying Treasuries

Rachel Ziemba Mar 17, 2008

U.S. Retail Sales Drop; Eurozone; BoJ Standoff; Iran Elections

Christian Menegatti Mar 13, 2008

South Korea on the Cusp of its Own Credit Crunch?

Mikka Pineda Dec 11, 2007

Responses to Sovereign Wealth Funds: Are 'Draconian' Measures on the Way?

Rachel Ziemba Nov 15, 2007

Accrual Accounting for Governments

Mikka Pineda Oct 16, 2007

Estimating the Currency Composition of China's Reserves

Brad Setser May 15, 2007

Why China Should Abandon Its Dollar Peg

Nouriel Roubini Jan 14, 2007

How Will an RMB Revaluation Affect Other Asian Currencies?

Nouriel Roubini May 03, 2006

The Chinese Conundrum: External Financial Strength, Domestic Financial Weakness

Brad Setser Apr 15, 2006

EconoMonitors

Emerging Markets Monitor

China's Reserves - What Are They Good For - Not As Much As You Think

China Economist Mar 9, 2010

Global Macro EconoMonitor

Vola-geddon

Models & Agents Mar 9, 2010

Nouriel Roubini's EconoMonitor

Bloomberg Reports Roubini Says Cautious China to Limit Yuan Gain to 4%

Nouriel Roubini Mar 8, 2010

Global Macro EconoMonitor

2010: BRICs, PIIGS and the G-5 Countries

Antonio Carlos Lemgruber Mar 7, 2010

Emerging Markets Monitor

Stuck in Neutral – What Japan’s Rebalancing Can Teach Us

Michael Pettis Mar 4, 2010

Global Macro EconoMonitor

The Greek Job

Satyajit Das Mar 4, 2010

Asia EconoMonitor

What’s on the Agenda at China’s National People’s Congress?

Adam Wolfe Mar 3, 2010

Asia EconoMonitor

Japan: GDP - Exports - Manufacturing - Autos - Toyota

Rebecca Wilder Feb 24, 2010

Nouriel Roubini's EconoMonitor

RGE’s Wednesday Note: Still No Tightening in China

Adam Wolfe and Rachel Ziemba Feb 24, 2010

Emerging Markets Monitor

What the PBoC Cannot Do with Its Reserves

Michael Pettis Feb 22, 2010

Emerging Markets Monitor

Stopping the Leakages in China

Models & Agents Feb 22, 2010

Finance & Markets Monitor

The Swedish Banking Crisis Response or the Bailout Hustle?

Edward Harrison Feb 22, 2010

US EconoMonitor

Foreign Holdings of U.S. Treasuries: Was It Really That Bad? No.

Rebecca Wilder Feb 17, 2010

Global Macro EconoMonitor

Unwinding Global Imbalances

Yves Smith Feb 17, 2010

Asia EconoMonitor

Rising Wages in China are a Good Thing

Michael Pettis Feb 16, 2010

Emerging Markets Monitor

China, China, China!

Rebecca Wilder Feb 16, 2010

Emerging Markets Monitor

Emerging Market Bubbles are Essential for Global Stabilization

Arun Motianey Feb 16, 2010

RGE Analysts' EconoMonitor

Will the Year of the Tiger Drive Markets?

Rachel Ziemba Feb 15, 2010

Nouriel Roubini's EconoMonitor

Roubini CNBC Squawk Box Interviews and Report on Sovereign Debt and Global Growth

Nouriel Roubini Feb 13, 2010

Emerging Markets Monitor

Looming Problem of Local Debt in China-- 1.6 Trillion Dollars and Rising

Victor Shih Feb 10, 2010

Nouriel Roubini's EconoMonitor

RGE's Wednesday Note - Global Trade in Recovery Mode

Arpitha Bykere Feb 10, 2010

Emerging Markets Monitor

I have to Side with China on this One

Rebecca Wilder Feb 8, 2010

RGE Analysts' EconoMonitor

A Glimpse Inside the CIC’s Portfolio

Rachel Ziemba Feb 7, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Interview on Sovereign Debt and U.S. Outlook

Nouriel Roubini Feb 6, 2010

Emerging Markets Monitor

Chanos: “We’re Not Calling for an Impending Crash of China”

Edward Harrison Feb 4, 2010

Emerging Markets Monitor

Never Short a Country with $2Trillion in Reserves?

Michael Pettis Feb 3, 2010

Global Macro EconoMonitor

Despite Strong GDP Growth Energy Prices Sink Lower

Darrell Delamaide Feb 1, 2010

RGE Analysts' EconoMonitor

Bremmer-Roubini 2010 Global Forecast

Nouriel Roubini Jan 28, 2010

RGE Analysts' EconoMonitor

Could the Next Credit Crisis Start in Shanghai?

Adam Wolfe Jan 28, 2010

Emerging Markets Monitor

The Myth of China's Blithe Consensus

Michael Pettis Jan 26, 2010

Peterson Institute for International Economics Monitor

Does Russia Belong in the BRICs?

Anders Aslund Jan 25, 2010

Global Macro EconoMonitor

Botox Cures – Part 1

Satyajit Das Jan 25, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Video and Report from the Asian Financial Forum in Hong Kong

Nouriel Roubini Jan 22, 2010

Emerging Markets Monitor

Good Numbers? Or Bad Numbers?

Michael Pettis Jan 21, 2010

Emerging Markets Monitor

Manipulation or Recovery

China Economist Jan 20, 2010

Nouriel Roubini's EconoMonitor

The Risky Rich

Nouriel Roubini Jan 18, 2010

RGE Analysts' EconoMonitor

China’s Reserves: The Challenges of US$2.4 Trillion

Rachel Ziemba Jan 15, 2010

US EconoMonitor

It's Not about Interest Rates Yet

Tim Duy Jan 15, 2010

Peterson Institute for International Economics Monitor

A Growing US-China Rift

Nicholas R. Lardy and Steve Weisman Jan 14, 2010

Global Macro EconoMonitor

Double-Dip Worries In Japan and Germany

Edward Hugh Jan 14, 2010

RGE Analysts' EconoMonitor

Risk of a Chinese Bust?

Rachel Ziemba Jan 14, 2010

Emerging Markets Monitor

In Praise of Roads

Walter Molano Jan 14, 2010

RGE Analysts' EconoMonitor

Nigeria’s Presidency: Fallout Scenarios from Yar’Adua Health Scare?

Lee Hudson Teslik Jan 13, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Sovereign Debt: The Developed World’s Next Big Problem?

Arpitha Bykere Jan 13, 2010

Emerging Markets Monitor

China's Trade Balance Points to Inflation

Rebecca Wilder Jan 11, 2010

Emerging Markets Monitor

East vs. West

Walter Molano Jan 11, 2010

Emerging Markets Monitor

Everyone Wants to Talk about Currencies

Michael Pettis Jan 11, 2010

Asia EconoMonitor

The Chinese Bubble Economy

Edward Harrison Jan 11, 2010

Emerging Markets Monitor

Two BRICs: India vs. Brazil

Rebecca Wilder Jan 10, 2010

Global Macro EconoMonitor

The Myth of Nabucco: Greed, Delusion, and Geopolitics

John Daly Jan 7, 2010

RGE Analysts' EconoMonitor

Could Capital Inflows to EM be Slowing?

Rachel Ziemba and Christian Menegatti Jan 5, 2010

Europe EconoMonitor

A Decade to Tip the World to the East

David Smith Jan 5, 2010

US EconoMonitor

Out of the Gate with a Bang

Tim Duy Jan 5, 2010

Emerging Markets Monitor

China and Metal - Playing the Long Game

China Economist Jan 4, 2010

Emerging Markets Monitor

Inflation in China

James Hamilton Jan 4, 2010

Global Macro EconoMonitor

Asia Tells the West to Get Off its High Horse

Edward Harrison Jan 4, 2010

Emerging Markets Monitor

China New Year, and One More Vote for GDP-Adjusted Bonds

Michael Pettis Jan 4, 2010

Nouriel Roubini's EconoMonitor

Why Japan Needs a 'Hatobama'

Nouriel Roubini Dec 31, 2009

RGE Analysts' EconoMonitor

Canadian Housing Worries?

Rachel Ziemba Dec 30, 2009

Emerging Markets Monitor

Is China Going off the Rails?

China Economist Dec 29, 2009

Global Macro EconoMonitor

The Prospects for Global Imbalances: A View from the IMF

Menzie Chinn Dec 28, 2009

Emerging Markets Monitor

The Pace of Change

Michael Pettis Dec 28, 2009

Emerging Markets Monitor

China Secures Gas Supply From Turkmenistan: Who’s the True Winner?

Philip H. de Leon Dec 23, 2009

US EconoMonitor

Gravity will Drag the $U.S.

Rebecca Wilder Dec 23, 2009

RGE Analysts' EconoMonitor

Collateral Damage

Nouriel Roubini and Arpitha Bykere Dec 23, 2009

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Energy Insecurity in 2010 and Beyond?

Rachel Ziemba Dec 23, 2009

Emerging Markets Monitor

More Evidence of Froth in China's Housing Market

Yves Smith Dec 22, 2009

RGE Analysts' EconoMonitor

China’s Globetrotting Xi

Adam Wolfe Dec 21, 2009

Global Macro EconoMonitor

Economy Slowly Improving but Risks Posed by Weak Employment and Tight Credit Remain

John Graham and Kate O'Sullivan Dec 18, 2009

Emerging Markets Monitor

China Bank Fraud Shock - Not

China Economist Dec 16, 2009

Asia EconoMonitor

Is Urban Migration the Solution to China’s Problems?

Michael Pettis Dec 15, 2009

Asia EconoMonitor

Japan’s Growth Embarrassingly Revised Down by 3.5%

Edward Harrison Dec 9, 2009

Global Macro EconoMonitor

Double Dip Alert in Japan

Edward Hugh Dec 9, 2009

Global Macro EconoMonitor

Global Growth Forecasts - Seeing is Believing?

Claus Vistesen Dec 9, 2009

Emerging Markets Monitor

The Difficult Arithmetic of Chinese Consumption

Michael Pettis Dec 7, 2009

Global Macro EconoMonitor

Savings Gluts and Bubbles

Mark Thoma Dec 4, 2009

Europe EconoMonitor

Quantitative Easing is Not the Cure to What Ails Europe

Edward Harrison Dec 3, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 3 - How Long Can China Go On?

Satyajit Das Dec 3, 2009

Emerging Markets Monitor

What’s on the Agenda at China’s Central Economic Work Conference?

Adam Wolfe Dec 2, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 2 - Rescuing the Dragon

Satyajit Das Dec 2, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 1 - The Basis of China's Growth

Satyajit Das Dec 1, 2009

Emerging Markets Monitor

Repairing China’s Financial System

Michael Pettis Nov 30, 2009

Emerging Markets Monitor

More on China's Faux GDP Data

Barry Ritholtz Nov 20, 2009

Emerging Markets Monitor

Property: The Bubble that Keeps on Inflating

China Economist Nov 19, 2009

Emerging Markets Monitor

Pictures of Pollution in China

China Economist Nov 18, 2009

Emerging Markets Monitor

Lecturing Each Other on Trade

Michael Pettis Nov 18, 2009

RGE Analysts' EconoMonitor

Obama Tours Asia with a Full Agenda

RGE Analyst Team Nov 18, 2009

Emerging Markets Monitor

China and the American Jobs Machine

Mark Thoma Nov 17, 2009

Emerging Markets Monitor

China Lambastes Dollar “Carry Trade,” Diverting Attention from Its Currency Manipulation

Yves Smith Nov 16, 2009

Global Macro EconoMonitor

Who’s Afraid of a Falling Dollar?

Simon Johnson Nov 16, 2009

RGE Analysts' EconoMonitor

What is China's Exit Strategy?

Adam Wolfe and Rachel Ziemba Nov 16, 2009

Emerging Markets Monitor

China Slams U.S. for Inflating Global Asset Prices Via Carry Trade

Edward Harrison Nov 15, 2009

Global Macro EconoMonitor

Parallels Between US and Japanese Economies

Edward Harrison Nov 12, 2009

US EconoMonitor

If the Fed is Looking to Inflate Away Problems, What Should Asia Do?

Edward Harrison Nov 11, 2009

Emerging Markets Monitor

The IMF on Asia's Recovery and its Sustainability

Claus Vistesen Nov 9, 2009

Emerging Markets Monitor

Asia's Corporate Saving Mystery

Anoop Singh Nov 9, 2009

Emerging Markets Monitor

What Rebalancing of Chinese and American Consumption?

Michael Pettis Nov 5, 2009

Emerging Markets Monitor

Chinese Railways and Speculating Pig Farmers

Michael Pettis Oct 26, 2009

Global Macro EconoMonitor

The Dragon in the Alphabet Soup

Rumi Malott Morales Oct 26, 2009

Peterson Institute for International Economics Monitor

A US-China Trade Blowout Over Tires

Nicholas R. Lardy and Steve Weisman Oct 22, 2009

Emerging Markets Monitor

Who Believes China’s ‘Bernie Madoff’ Data?

Barry Ritholtz Oct 22, 2009

Emerging Markets Monitor

Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble

Adam Wolfe and Rachel Ziemba Oct 21, 2009

Emerging Markets Monitor

China’s September Data Suggest that the Long-Term Overcapacity Problem is only Intensifying

Michael Pettis Oct 21, 2009

Global Macro EconoMonitor

Cognitive Dissonance and Global Macroeconomics

James Kwak Oct 19, 2009

Peterson Institute for International Economics Monitor

The United States–China Economic Relationship and the Strategic and Economic Dialogue

C. Fred Bergsten Oct 16, 2009

Emerging Markets Monitor

US Angling to get Chinese to Revalue Renminbi

Edward Harrison Oct 16, 2009

Emerging Markets Monitor

Currency Depreciation and Global Imbalances

Michael Pettis Oct 12, 2009

RGE Analysts' EconoMonitor

CNBC Squawk Box Interviews with RGE's Rachel Ziemba, Jim Rogers and others Discussing China at 60

Rachel Ziemba Oct 7, 2009

US EconoMonitor

The Rising Sun also Sets

Michael Moran Oct 7, 2009

Emerging Markets Monitor

Overcapacity to be Curbed

China Economist Oct 6, 2009

Emerging Markets Monitor

The IMF Warns about Surplus Countries and Global Imbalances

Michael Pettis Oct 6, 2009

Emerging Markets Monitor

More Trade Tensions, and the Very Limited Advantage of Relative Poverty

Michael Pettis Oct 1, 2009

Asia EconoMonitor

The People’s Republic Turns 60: A New Era for China?

Adam Wolfe Sep 30, 2009

Emerging Markets Monitor

How Should China Finance the Growth of its Housing Market?: Europe’s Experience with Covered Bonds

Alicia Garcia Herrero Sep 29, 2009

Emerging Markets Monitor

Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?

Adam Wolfe and Rachel Ziemba Sep 29, 2009

Asia EconoMonitor

SEAsia: Turning a Corner or Turning Away?

Rumi Malott Morales Sep 24, 2009

Emerging Markets Monitor

The Coming Clash in Savings

Michael Pettis Sep 22, 2009

US EconoMonitor

On the G20 Agenda

Tim Duy Sep 22, 2009

RGE Analysts' EconoMonitor

The July TIC Data: In for the Long Term?

Rachel Ziemba Sep 16, 2009

Emerging Markets Monitor

China’s Retail Sales Growth Figures are not Consumption Growth Figures

Michael Pettis Sep 16, 2009

Emerging Markets Monitor

China’s August Data Confirms both Optimists and Pessimists

Michael Pettis Sep 16, 2009

RGE Analysts' EconoMonitor

What do Istithmar’s Troubles Signal for other Sovereign Investors?

Rachel Ziemba Sep 14, 2009

Emerging Markets Monitor

Will China Control the World’s Rare Metals?

Monika Brown Sep 14, 2009

Peterson Institute for International Economics Monitor

America Cannot Resolve Global Imbalances on Its Own

C. Fred Bergsten and Arvind Subramanian Sep 9, 2009

Peterson Institute for International Economics Monitor

Is There an Economic Alternative?

Adam S. Posen Sep 8, 2009

Emerging Markets Monitor

How China Cooks its Books

Yves Smith Sep 8, 2009

Emerging Markets Monitor

The Shanghai Market Calls the Tune

Michael Pettis Sep 8, 2009

Global Macro EconoMonitor

Gold Passes $1,000

Barry Ritholtz Sep 8, 2009

Emerging Markets Monitor

China to Diversify out of U.S. Dollars

Edward Harrison Sep 6, 2009

Nouriel Roubini's EconoMonitor

CNBC Fast Money Roubini Interview

Nouriel Roubini Sep 2, 2009

Emerging Markets Monitor

Shanghai Cracks

Prieur du Plessis Sep 1, 2009

Global Macro EconoMonitor

Industrial Production Coming Back, But....

Rebecca Wilder Sep 1, 2009

Nouriel Roubini's EconoMonitor

Ian Bremmer and Nouriel Roubini: Don’t Expect the U.S. and China to Form a ‘Strategic Alliance’ Anytime Soon - WSJ.com

Nouriel Roubini Sep 1, 2009

Emerging Markets Monitor

It’s Not Yet the End of China’s Massive Stimulus

Michael Pettis Aug 31, 2009

Emerging Markets Monitor

The Credibility of Farmers, Priests and Prostitutes – and Bankers?

Michael Pettis Aug 27, 2009

Emerging Markets Monitor

China Cutting Overcapacity

Edward Harrison Aug 27, 2009

Asia EconoMonitor

The China Effect

Rachel Ziemba Aug 26, 2009

Emerging Markets Monitor

China Cuts Holding of U.S. Treasury Securities

Edward Harrison Aug 19, 2009

Emerging Markets Monitor

A Revolution is Not a Dinner Party. Thoughts about the Future of China

Fabius Maximus Aug 19, 2009

Asia EconoMonitor

Japan Emerges From Recession, but the Slump Continues

Edward Hugh Aug 18, 2009

Emerging Markets Monitor

Beijing Car Sales Tick to 1,200/Day

Paul Kedrosky Aug 17, 2009

US EconoMonitor

Leading Indicators: Key Economies and the BRICs

Menzie Chinn Aug 17, 2009

US EconoMonitor

Weak Consumer Spending Will Last for Years

Edward Harrison Aug 17, 2009

Peterson Institute for International Economics Monitor

Escalating Tensions with North Korea

Marcus Noland and Steve Weisman Aug 12, 2009

Emerging Markets Monitor

China Rising, Rent-Seeking Version

Simon Johnson Aug 12, 2009

Emerging Markets Monitor

What Should have been Discussed During the SED Meetings (Part 2)

Michael Pettis Aug 12, 2009

Peterson Institute for International Economics Monitor

China’s Undervalued Currency

Nicholas R. Lardy and Steve Weisman Aug 11, 2009

Emerging Markets Monitor

What Should Have Been Discussed During the SED Meetings (Part 1)

Michael Pettis Aug 10, 2009

Emerging Markets Monitor

Will China Collapse?

Fabius Maximus Aug 7, 2009

RGE Analysts' EconoMonitor

Inflation Pressures Emerging Asia

Christian Menegatti May 6, 2008

Daily Digest

News

Chinese Leader Firmly Defends Currency and Trade Policies

New York Times  Michael Wines Mar 14, 2010

News

China Higher-Than-Expected CPI Hasn’t Altered Policy

Bloomberg  Mar 14, 2010

Blogs

Are Shipping Numbers Masking A Stealth Commodities Selloff?

Business Insider  Mar 12, 2010

News

China Hits Back at U.S. on Yuan, Rights

Wall Street Journal  Aaron Back and Sky Canaves Mar 13, 2010

Analysis

China-ASEAN Free Trade Area (CAFTA) – Implications for Hong Kong’s Merchandise Exports

HKTDC  Mar 8, 2010

Analysis

Mainland China's Economy Facing Short- and Long-Term Challenges

Hang Seng Bank  Mar 9, 2010

Blogs

Rajin-Sonbong: North Korea’s (New?) Strategy to Attract Foreign Investment

Asia Unbound, Council on Foreign Relations  Scott A. Snyder Mar 11, 2010

Blogs

The NPC…Not Entirely a Snoozefest

Asia Unbound, Council on Foreign Relations  Elizabeth Economy Mar 11, 2010

Analysis

False Hopes

National Interest  Ted Galen Carpenter Mar 11, 2010

Analysis

Dry Bulk Shipping, Chinese Power Demand growth may slow down in February

UOB Kay Hian  Mar 10, 2010

Analysis

China: Hearty Appetite ≠ Overweight: Putting China's ‘Over-Investment' in Context

Morgan Stanley  Qing Wang Mar 9, 2010

Analysis

Watch China Auto Subsidies

UBS  Mar 11, 2010

News

World trade heading for double-digit growth in 2010

Deutsche Bank Research  Jochen Möbert Mar 11, 2010

News

China's Major Economic Indicators in the First Two Months

National Bureau of Statistics  Mar 10, 2010

News

China keen to invest in SAfrica mines

Reuters  James Macharia Mar 10, 2010

Analysis

Smart grid spending powers ahead in Asia

Reuters  Cho Mee-young and Leonora Walet Mar 8, 2010

Blogs

Smart Grid Arms Race? U.S., China Face Very Different Challenges

Solve Climate  Ann Danylkiw Mar 8, 2010

Analysis

Confronting some of the major criticisms of contemporary Sino-African ties

Standard Bank  Mar 5, 2010

News

China’s Exports, Property Prices Add Pressure to Pare Stimulus

Bloomberg  Jan 1, 1900

Analysis

Abu Dhabi, South Korea to boost ties

Emirates Business  Abdel Hai Mohamed Mar 9, 2010

Analysis

Japan edges from America towards China

Financial Times  Gideon Rachman Mar 9, 2010

News

The new face of cleantech in China

Cleantech Group  Emma Ritch Feb 25, 2010

Analysis

The emerging economies of East Asia and the G-20 process

Friedrich Ebert Stiftung  Norbert von Hofmann Feb 1, 2010

News

China May Start Its First City-Wide Carbon Market

Bloomberg  Mar 5, 2010

News

Highlights of Wen's government work report

China Daily  Mar 5, 2010

Analysis

Intellectual Property and Developing Countries

Rand Corporation  Emmanuel Hassan, Ohid Yaqub and Stephanie Diepeveen Mar 1, 2010

Analysis

The rise of cleantech in South Korea

Cleantech Group  Mar 3, 2010

Analysis

Iran Sanctions

Economist  Feb 25, 2010

Analysis

Asia Leads as Global Property Market Shows Improving Health

CB Richard Ellis  Mar 3, 2010

Blogs

China’s staggering appetite for coal imports, illustrated

FT Energy Source  Mar 3, 2010

News

Middle East: Chinese year of caution begins to pay off

Financial Times  Andrew England Feb 24, 2010

Analysis

Money in Socialist Economies: The Case of North Korea

The Asia-Pacific Journal  Ruediger Frank Feb 22, 2010

News

Are America’s Fears of a Greentech Race with China Unfounded?

The Green Economy Post  Feb 22, 2010

Analysis

China Formulates 10-Year Plan for Green Energy Future

IHS Global Insight  Mar 2, 2010

News

Vehicle Emission Tax Considered as Part of New Environmental Tax

Economic Observer  Tang Xiangyang Feb 28, 2010

Analysis

Strongest rise in export sales since May 2004 supported further growth in output during February

Nomura and Markit  Feb 25, 2010

Analysis

Inconvenient Carbon Truths About China

Greentech Media  Eric Wesoff Feb 26, 2010

News

China says moving to enforce greenhouse gas goals

Reuters  Mar 1, 2010

Analysis

Statistical Communiqué of the People's Republic of China on the 2009 National Economic and Social Development

National Bureau of Statistics  Feb 25, 2010

Analysis

Russia: January economic numbers offer little optimism, China: Land deals highly profitable for the state

Bank of Finland  Feb 26, 2010

Analysis

Regional Monitoring of Capital Flows and Coordination of Financial Regulation: Stakes and Options for Asia

ADBI  Michael Plummer Feb 25, 2010

Analysis

Marked growth of output and new business led to solid improvement in overall operating conditions

HSBC  Mar 1, 2010

Analysis

Chinese PMI declined to 52.0% in February

Li and Fung  Mar 1, 2010

Opinions

U.S. China: The Tension is Overrated

Carnegie Endowment for International Peace  Minxin Pei Feb 16, 2010

Analysis

U.S.-China Trade Relations—The Next Dispute?

Carnegie Endowment for International Peace  Michael Pettis Feb 17, 2010

News

Defying Global Slump, China Has Labor Shortage

New York Times  Keith Bradsher Feb 26, 2010

News

China's Wen Vows Inflation Focus in Chat

Wall Street Journal  Feb 27, 2010

Analysis

Inflationary Pressure Rising with Economic Recovery - Whither the "exit strategy" from the ultra-loose monetary policy? -

Research Institute for Economy, Trade and Industry  Feb 1, 2010

Analysis

Chinese make up 45 per cent of Algeria's foreign labour force

Gulf News  Habib Toumi Feb 18, 2010

News

China’s ‘Overcrowded’ Solar Sector Faces Lower Demand, More M&A

Bloomberg  Regina Tan Feb 26, 2010

Analysis

Chinese Solar Firms Eye Fast-Growing Japanese Market

Solve Climate  Stacy Feldman Feb 25, 2010

News

Moody’s says Japan’s rating dependent on reforms

Oanda Forex Blog  Feb 25, 2010

Analysis

China's provinces: Digging one layer deeper

Deutsche Bank Research  Steffen Dyck and Hannah Levinger Feb 25, 2010

News

U.S. Envoy ‘Confident’ North Korea Talks to Resume

Bloomberg  Feb 25, 2010

Analysis

Asia Pacific Real Estate Investment Market Bulletin 2009

Colliers International  Feb 22, 2010

Analysis

Pension Markets 2010

International Financial Services London  Feb 22, 2010

Analysis

Chemicals industry – China’s growth changing commodities mix

Deutsche Bank Research  Oliver Rakau Feb 19, 2010

News

Fed Discount-Rate Move May Help Asian Economies, ADB’s Nag Says

Bloomberg  Feb 19, 2010

News

Spain Approves Carbon Offset Projects in China, India, Peru

Bloomberg Business Week  Ben Sills Feb 17, 2010

Analysis

Life After Kim

Foreign Policy  Sung-Yoon Lee Feb 16, 2010

Blogs

North Korea after He's gone

The Economist (Banyan)  Feb 17, 2010

News

UN Emission Board Split on Approval of Chinese Renewable-Energy Projects

Bloomberg  Mathew Carr Feb 17, 2010

News

Hillary Clinton claims Iran is becoming 'military dictatorship'

Telegraph  Adrian Blomfield Feb 16, 2010

Opinions

The year China showed its claws

Financial Times  David Shambaugh Feb 16, 2010

Analysis

DPR Korea 2008 Population Census

Central Bureau of Statistics  Feb 1, 2010

Analysis

Global Production Sharing, Trade Patterns, and Determinants of Trade Flows in East Asia

ADB  Jayant Menon and Prema–Chandra Athukorala Jan 1, 2010

Analysis

China: Further Moderate Pick-up in Line with ‘Goldilocks' Scenario

Morgan Stanley  Qing Wang, Denise Yam and Katherine Tai Feb 12, 2010

News

China orders banks to raise reserve ratios

Financial Times  Feb 12, 2010

Analysis

Demonizing China: Pundits Get its Role in Africa Wrong

Global Arab Network  Barry Sautman and Yan Hairong Feb 11, 2010

Analysis

Asia Market Strategy: Sentiments affected by China’s credit tightening

DBS Research  Joanne Goh Feb 5, 2010

Analysis

China's New Free-Market Energy Policies

Foreign Policy  Stephen Glain Feb 10, 2010

News

North Korea's regime stumbles

The Economist  Feb 10, 2010

Opinions

North Korea politics: Outlook for 2010-11

EIU  Feb 10, 2010

News

China overtakes EU as Iran’s top trade partner

Financial Times  Geoff Dyer and Najmeh Bozorgmehr Feb 8, 2010

News

Asia Sails Smoothly Through Debt Waters

New York Times  Keith Bradsher and Vikas Bajaj Feb 7, 2010

Analysis

LI & FUNG China Trade Quarterly Q4 2009

Li and Fung  Feb 8, 2010

Opinions

Banyan: Asia's never-closer union

The Economist  Feb 4, 2010

Analysis

North Korea Faces Chaos Following Currency Reform

Institute for Far Eastern Studies  Feb 8, 2010

Analysis

China Enters Asia’s ‘Great Game’

The Diplomat  Joshua Kucera Feb 8, 2010

Blogs

Making Progress BIT By BIT On A U.S.-China Bilateral Investment Treaty

China Trade Law Blog  Michael S. Snarr Feb 2, 2010

News

G2 in G20: China, the United States and the World after the Global Financial Crisis

Unversity of Sydney  Geoffrey and Garrett Jan 7, 2010

Blogs

The mystery of Chinese savings

VoxEU  Feb 6, 2010

Analysis

Inside China: Overheating risk

BNP Paribas  Isaac Meng and Chen Xingdong Feb 5, 2010

Analysis

16th CLSA Feng Shui Index - Expect the Year of the Golden Tiger to roar

CLSA  Feb 3, 2010

News

China Renews Opposition to Iran Sanctions

New York Times  Alan Cowell Feb 4, 2010

Analysis

Global: Asian Amplification

Morgan Stanley  Joachim Fels Feb 5, 2010

Analysis

Country Stock Market Performance

Bespoke Investment Group  Feb 4, 2010

Analysis

The Winter of Their Discontent: Pyongyang Attacks the Market

Peterson Institute for International Economics  Marcus Noland and Stephan Haggard Feb 1, 2010

Analysis

Asian Intelligence: consumer spending recovery could catch some Asian companies unawares

John Hancock Investment  Jan 1, 2010

Analysis

It is the poor who pay for the weak renminbi

Financial Times  Arvind Subramanian Feb 3, 2010

Analysis

The Real Lessons from the Google-China Spat

Carnegie Endowment  Minxin Pei Feb 3, 2010

Analysis

Regional Trade Policy Cooperation and Architecture in East Asia

ADBI  Siow Yue Chia Feb 2, 2010

News

N. Korean currency crackdown fuels inflation, food shortages

Washington Post  Blaine Harden Feb 2, 2010

News

'N.K. economy seems bordering on shutdown'

Korea Herald  Feb 1, 2010

North East Asia Country Pages:

China | Hong Kong and Macau | South Korea | Taiwan | Japan

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

Economic Outlooks:
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Germany | France | UK | India | Brazil

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

Featured Issue

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Featured Analysis

Housing Starts: No Reason to Expect a Strong Recovery in 2010

Prajakta Bhide Jan 20, 2010

“On a nationwide basis, the inventory overhang will impede a sharp rebound in residential investment.”

Featured EconoMonitor Post

Nouriel Roubini's EconoMonitor

The Rise of Sovereign Risk in Advanced Economies

Nouriel Roubini Mar 12, 2010

The Great Recession of 2008-09 was triggered by

[...]

FEATURED @ RGE

Taiwan: The New Taiwan Dollar

Will Capital Outflows Take Appreciation Pressure off the Taiwan Dollar?

Canada: Energy Sector

Will Changes in Alberta's Royalty Regime Prompt Energy Investment?

Indonesia: Asset Markets

S&P Upgrades Indonesia’s Sovereign Rating: Is the Debt Market Set for Another Strong Year?

United States: Consumption

Will the Improvement in U.S. Retail Sales Continue?

Greece: Fiscal Policy and Public Finances

Overview of Solutions: Wolfgang Schaeuble Proposes EMU Exit as Last Resort

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