Markets

On 12 November 2014, ASEAN leaders will gather in Naypyidaw, Myanmar’s new capital, for their twice-yearly summit.High on the ASEAN agenda for this November’s summit is, of course, the South China Sea. Failure to achieve consensus on the subject in...

On 10 November 2014 a summit of the Asia-Pacific Economic Cooperation (APEC) forum will convene in Beijing, followed in rapid succession by the East Asia Summit in Naypyidaw and the G20 in Brisbane.Much of what will be said and done...

APEC leaders will meet in Beijing in November, 25 years after the APEC process was launched in Canberra in 1989. Some early hopes have been met, while others have been dashed. APEC leaders will meet in Beijing in November, 25...

1) The won-yen story is back after Vice Finance Minister Hwan stated that authorities will manage won moves in line with the yen2) Poland unexpectedly paused its easing cycle; separately, Poland wants to reduce the size of its Monetary Policy...

The race is on between the United States and China to dominate the rules-setting game for trade by being the first to be able to announce plans for a free trade area in the Pacific Rim. China hopes to use...

If the APEC meeting can agree on the proposed regional free trade plan and a reasonable implementation schedule, it would take a leap into faster regional growth and prosperity.The Asia-Pacific Economic Cooperation (APEC) forum on November 10-11 will take place...

Since taking office, Prime Minister Narendra Modi has made efforts to entice foreign investment into India and to establish closer ties with Japan. Warm diplomatic gestures between Modi and Japanese Prime Minister Shinzo Abe have garnered considerable attention, with some...

Foreign policy is a search for and an attempt to impose order on an unruly world. That task has become more difficult in recent years, with an ever-lengthening list of threats, challenges and destabilising factors. The rise of Asia in...

Three companions enjoyed a midday meal.  The first says, “I’m satiated.  The food and drink have done the trick.  I'm ready to return to work."  The second says he still has room for a dessert to top off the wonderful...

The drop in oil prices since mid-year has been a significant development even though the broader ramifications for world growth, prices and policy are only now being worked out.  Just as the inflation predicated in the US as a consequence...

Xi Jinping has tackled serious domestic and foreign policy challenges since he assumed leadership in November 2012. He has put great effort into an astonishingly large-scale domestic anti-corruption campaign and has invested diplomatically in enhancing China’s image as a major...

There is good news and bad news about the recent string of victories of the ‘Red and White’ coalition in the Indonesian parliament. The good news is that unlike previous Indonesian presidents, President Joko Widodo — popularly known as Jokowi...

Overall, the investment climate for EM is likely to remain negative in this strong dollar environment.  A weaker than expected official China PMI over the weekend didn't help matters. Indeed, most of the Asian PMI readings out already came in...

There are three elements to the investment climate:  The divergence between the US on one hand and Europe and Japan on the other, the drop in many commodity prices, including oil, and the slowing of the Chinese economy.  Last week,...

Regional economic cooperation in Asia and across the Pacific was developed around the idea of open regionalism and building the capacity for regional development in the global, multilateral trading system. Global institutions — the GATT and then the WTO —...