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Shock and Awe: Surprises That Could Stun Asia in 2018
January 11, 2018
Shock and Awe: Surprises That Could Stun Asia in 2018
From the Fed to housing bubbles to a Korea crisis: surprises that could set back Asia's economies.
Shock and Awe: Surprises That Could Stun Asia in 2018
China’s Central Bank Governor Warns About Financial Risks — Again
November 09, 2017
China’s Central Bank Governor Warns About Financial Risks — Again
Before his retirement, Zhou Xiaochuan has repeatedly sounded warnings about China’s economy.
China’s Central Bank Governor Warns About Financial Risks — Again
Can China Fix Its Debt Woes?
October 26, 2017
Can China Fix Its Debt Woes?
Some positive signals came out of the 19th Party Congress, but reform will be an uphill battle. 
Can China Fix Its Debt Woes?
Korean War Threat Fades as China Debt Fears Resurface
August 21, 2017
Korean War Threat Fades as China Debt Fears Resurface
Pyongyang's threats generate a sense of déjà vu, but China’s debt inspires more concrete worries.
Korean War Threat Fades as China Debt Fears Resurface
Why China’s Local Debt Policies May Spell Slower Growth
July 18, 2017
Why China’s Local Debt Policies May Spell Slower Growth
China’s government is cracking down on local level debt, and this may dampen GDP growth in the second half of 2017.
Why China’s Local Debt Policies May Spell Slower Growth
Tough Times for China's Real Estate Developers
June 28, 2017
Tough Times for China's Real Estate Developers
The struggles of developers are starting to impact China's economy.
Tough Times for China's Real Estate Developers
Asia’s Biggest Debtors Exposed To Rate Shock
June 26, 2017
Asia’s Biggest Debtors Exposed To Rate Shock
Rising debt levels put Asia's top economies in a precarious position should interest rates rise.
Asia’s Biggest Debtors Exposed To Rate Shock
Robert Mann on What to Expect From China's Economy
May 31, 2017
Robert Mann on What to Expect From China's Economy
An interview with Robert Mann, Senior Portfolio Manager at Nikko Asset Management.
Robert Mann on What to Expect From China's Economy
The Problem With China’s One Belt, One Road Strategy
May 24, 2017
The Problem With China’s One Belt, One Road Strategy
China has a mixed record with large infrastructure projects abroad, something OBOR host countries should keep in mind.
The Problem With China’s One Belt, One Road Strategy
The Trouble With China's Latest Subway-Building Binge
May 03, 2017
The Trouble With China's Latest Subway-Building Binge
 New models are necessary to avoid the mistakes of the past.
The Trouble With China's Latest Subway-Building Binge
Asia’s New Year Resolutions for 2017
January 03, 2017
Asia’s New Year Resolutions for 2017
Suggested goals for Asia's major economies in the new year.
Asia’s New Year Resolutions for 2017
Four Considerations on the Chinese Economy
August 28, 2016
Four Considerations on the Chinese Economy
Plenty is written about the Chinese economy; but plenty more needs to be understood.
Four Considerations on the Chinese Economy
China’s Economic Reforms: Global Outlook
July 29, 2016
China’s Economic Reforms: Global Outlook
Insights from Fabio Ghironi.
China’s Economic Reforms: Global Outlook
China’s On-Again, Off-Again P2P Lending
May 20, 2016
China’s On-Again, Off-Again P2P Lending
Activity in the peer-to-peer lending sector has surged at times, despite issues controlling risk.
China’s On-Again, Off-Again P2P Lending
A Threat to China’s Debt Ratings?
February 19, 2016
A Threat to China’s Debt Ratings?
How big a deal is China’s growing leverage?
A Threat to China’s Debt Ratings?
China's Premier Defends Economic Health at Global Meeting
September 10, 2015
China's Premier Defends Economic Health at Global Meeting
Li Keqiang used the Summer Davos to reassure the world that China's economy is going strong.
China's Premier Defends Economic Health at Global Meeting
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