Markets

21 June 2016

The Brexit’s Known Unknowns

The UK’s EU referendum is too tight to call, which will virtually ensure protracted economic uncertainty, market volatility and political risk. The worst has already happened. The UK’s EU referendum is too tight to call, which will virtually ensure protracted...

21 June 2016

Is India Getting in its Own Way and Hampering Growth?

Despite historical misadventures with socialism and recent positive experiences with liberalisation, India continues to regularly fight the market. The most recent example is the Delhi government’s move to ban Uber’s surge pricing, a regulation that can only result in a...

21 June 2016

Young and Old Weigh in on the Brexit

The betting and events markets have shifted more decisively than the polls in favor of the UK to remain in the EU.  Sterling extended its rally from $1.4010 last Thursday to nearly $1.4785 today, as the market participants adjust positions. ...

20 June 2016

Low Voter Turnout could Worry Japan’s LDP

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...

20 June 2016

India’s EOUs Flourished…So What Happened?

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...

20 June 2016

Is China Setting Up for Lower Growth in the Medium-Term?

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...

20 June 2016

Markets Undergo a Mild Psychology Shift

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...

17 June 2016

Who Will be Correct about Britain’s Economy?

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...

16 June 2016

HA/DR Lessons from Japan’s Private Sector Expertise

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...

16 June 2016

Hillary Plays Dangerous Game with Bill’s Legacy

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...

15 June 2016

Pro-Brexit Economists’ Plan is…Flawed

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...

15 June 2016

Evaluating Japan’s Evolving Disaster Response

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...

14 June 2016

India’s Services Growth is Great…too Great?

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....