China
Macro
North Korea
Report
South Korea
United States

Korean Peninsula: Rapprochement?

In the latest in our series of reports on politics in Asia, we take a look at recent events on the Korean Peninsula....
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China
Macro
Report

China: Cometh The Man

Xi Jinping is president for life, if he wants the job. In our China: Cometh The Man, Dr John Lee of Washington’s Hudson...
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Asia
China
Global
Macro
Report
South Korea
United States

US protectionism: Fears overblown

The US-China trade war is set to escalate. In a follow up to the decision to impose tariffs on Chinese imports, the US...
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China
EU
Japan
United Kingdom
United States

China: Deleveraging Delusions

The Chinese government takeover of Anbang Insurance rekindled gross misunderstandings regarding deleveraging in China. The media fired off proclamations regarding “confirmation about China’s determination to rein...
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Asia
China
Macro
Report

China Myths: Dispelling The Bear

We are constantly warned that the Chinese debt build up constitutes a risk to the global system. How much truth is there to...
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Asia
China
Japan
Macro
Malaysia
Report
Vietnam

Profits, Investment and Lending Rates

Where did last year’s surprise global recovery come from and, more importantly, how long will it last? It came from where it always...
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Asia
China
Macro
Report
Uncategorized

The Jinping Plan: East Wind-win, West Wind-lose

Beijing has spotted a once-in-a-lifetime opportunity to increase its economic and political footprint in the extended Eurasia space and that is precisely what...
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