Economics

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  • Pessimism reigns over Japanese businesses and the China connection.

    Japanese Businesses Express Concern about the Chinese Relationship Direction

    The Japanese business community is increasingly pessimistic about the Japan–China relationship. For the past three years the US-based Center for Strategic and International Studies (CSIS) and the Japan-based Nihon Keizai Shimbun (Nikkei) have surveyed Japanese business people about their attitudes to the bilateral relationship with China.

    Results from the most recent 2016 survey, released in July, reflect a Japan that has grave fears about the political, security and economic dimensions of the relationship with its most important neighbour.

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  • It is now very unlikely that the TPP will pass in a lame duck session.

    TPP Passage Less Likely

    When President Barack Obama said, ‘The TPP means that America will write the rules of the road in the 21st century’, he was not speaking metaphorically. Large passages in the final text were lifted verbatim, sometimes en masse, from past US free trade agreements (FTAs).

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  • The dollar is in a range, moved about by country-specific risk.

    Idiosyncratic Risk and Dollar Movement

    The US dollar is narrowly mixed.  The euro, yen and Swiss franc are higher, while the dollar-bloc and sterling are softer.  The moving element here is not so much the greenback, which serving more as a fulcrum, but idiosyncratic, country-level developments. 

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  • Political developments are pushing aside market news.

    Global Political Developments Take Center Stage

    The major central banks have placed down their markers and have moved to stage left.  There are the late-month high frequency data, which pose some headline risks in the week ahead.  The focus for most investors will be on several political developments.

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  • Response to natural disasters has become a contentious ASEAN issue.

    Natural Disasters could Trash ASEAN

    The recently concluded 28th and 29th ASEAN Summits in Vientiane, Laos again saw ASEAN give a muted response to the more contentious issues facing member states. This is largely a result of conflicting national interests between members in the absence of a cohesive framework to deal with such issues.

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