Markets

11 March 2016

Lower Your Expectations for Thai Democracy

On 29 January, the latest draft of what may become Thailand’s 20th constitution was released. The draft was not the first since security forces seized power in May 2014 — an earlier draft, by a different body, was rejected in...

10 March 2016

Japan’s New Foreign Aid Policy Breaks with Tradition

The usage of aid solely to support economic development and not for strategic reasons has been the bedrock principle of Japan’s aid policy since the country first began providing foreign aid to developing countries in 1954. Japan’s Official Development Assistance...

9 March 2016

Hitting a New Growth Target

China’s new growth target of 6.5-7% will ensure more flexibility amid deceleration at home and stagnation in the West. It is a balancing act between reforms and deleveraging.               China’s new growth target of 6.5-7% will ensure more flexibility amid deceleration...

9 March 2016

Forces Impacting Chinese Trade Figures

Investors are skeptical of Chinese economic data.  However, news yesterday that Chinese exports fell by a quarter in February shocked investors.  Many worry about the implications not just for China, but also for world growth.  It comes as the IMF...

8 March 2016

China’s ‘Market Economy Status’

The future of the EU–China trade relationship — one of the largest in the world — will be substantially impacted by a debate over whether China should be granted ‘market economy status’ (MES) this year. Under the terms of China’s...

7 March 2016

Japan’s Slow Motion Crisis Response

In the face of the 2011 triple disaster, the residents of Fukushima banded together to manage the crisis. The word kizuna has become widely used to describe the people-to-people bonds underpinning the remarkable endurance displayed by the residents of Fukushima....

7 March 2016

Do You Want to Bet Against another Japanese Rate Cut?

Early Tuesday in Tokyo, Japan will announce revisions to Q4 GDP.  A downward revision to business spending risks will shave the initial estimate from a contraction of 1.4% at an annualized rate to 1.5%.  Regardless, the key takeaway is that...

4 March 2016

India Manages to Strengthen Ties with ASEAN

The India–ASEAN relationship received a shot in the arm with the conclusion of the 8th Delhi Dialogue on 17–19 February 2016. Since 1991, India has been aggressively pursuing increased trade and strategic relations with Southeast Asian Countries as a part...

2 March 2016

Japan Faces the Long-Term Consequences of the Tsunami

The stillness is most overwhelming. The rubble has been cleared away. The grass has grown back. However, along much of the coastal strip devastated by the tsunami that struck Japan on 11 March 2011, a silence remains. The stillness is...

1 March 2016

We All Live in an Expensive Submarine

Australia’s future submarine program is the largest and most complex defence procurement in the nation’s history. While technical issues to establish the ‘best’ submarine remain important, strategic, political and economic factors are key to Australia’s decision. The deal could have...

29 February 2016

IS in Indonesia Could Create Economic Chaos

Those behind the attacks in Jakarta on 14 January desperately hoped to emulate the 13 November attacks in Paris. This time they fell far short. The attackers, contrary to initial impressions, were entirely locally organised and failed at almost every...

29 February 2016

Here is Your Brexit Primer

What is the issue?  The UK has long had a strained relationship with the EU and has never been comfortable with the ever-increasing drive for greater integration and harmonization of rules and regulations coming from Brussels.  As the EU has...