Markets

On 10 July, Japan will hold its upper house elections with half of its seats to be contested. This will be the first time that 18 and 19 year-old citizens will be able to cast a vote in a national...

The export-oriented unit (EOU) scheme was launched in India in 1980 to boost exports and increase production. Under the scheme, Indian companies that produce goods solely for export can register as ‘export-oriented units’. In doing so, these producers become exempt...

Recently in London, where I was analyzing the Eurozone and UK economies, I also had the opportunity to conduct a fairly holistic analysis of China’s real economy and existing imbalances in its financial sector. Recently in London, where I was...

Since the murder of UK MP Cox last week, the mood in the markets shifted.  Today is the continuation what was seen in the last two sessions last week.  The difference is that participants seem more confident, as the polls...

Campaigners for both the UK leaving and remaining in the EU have made claims regarding how a Brexit will affect the country’s finances. Campaigners for both the UK leaving and remaining in the EU have made claims regarding how a...

Humanitarian assistance and disaster relief (HA/DR) are on the rise as new forms of security cooperation in the Asia Pacific. The Japanese government has recognised the importance of HA/DR capacity building for a stable regional security environment through relevant legislation...

The slowdown in growth in China is a familiar story. Annual GDP growth has fallen from an average of 10 percent to less than 7 percent. While Chinese growth is still significant in absolute terms, slower growth combined with rising...

In trying to associate herself with her husband Bill Clinton’s economic legacy, Hillary Clinton is in danger of making herself look vulnerable and weak.  With opinion polls showing a clear lead for Hillary Clinton over Donald Trump, especially among female...

There are numerous studies showing the economic costs of Brexit and the weight of academic opinion backs these estimates. However, the Vote Leave campaign does have a small group of economists who claim that the UK can be better off if it leaves...

On the night of 14 April 2016, five years after the devastating 3/11 triple disaster, a magnitude 6.5 earthquake struck the Kumamoto region on the Japanese island of Kyushu. It was caused by a vertical strike-slip fault that runs underneath...

India is one of the fastest growing economies in the world and the services sector is the largest contributor to the country’s GDP. In 2015–16, the services sector accounted for 53.3 percent of India’s gross value added at current prices....

Australians will go to a federal election on 2 July 2016. At first glance the 19 seats in the House of Representatives that the Labor Party — the current Opposition — needs to win to take government seems a heroic...

India’s real GDP growth increased by 0.7 percent from the last quarter of 2015 to the first quarter of 2016, rising from 7.2 percent to 7.9 percent. While both foreign and national media view this as a leap forward, the...

This infographic was in the Wall Street Journal on the US election.  It is important to remember that the US does not elect the President by direct popular vote.  This makes the national polls a bit misleading.  There are 538...

EM ended last week under pressure.  With two potentially disruptive events (FOMC meeting and Brexit vote) still in play, we think that EM softness should carry over into this week.  Markets remain jittery about the June 23 Brexit vote, as...