Posts From Erik French
Risks to China’s housing markets return
China’s economic and monetary policies are overheating property markets in China’s tier-one cities. Investors should be wary of the potential for asset bubbles to form in local housing markets in
China faces rising risks from labor unrest
Labor unrest is on the rise in China, driven by its economic slowdown and rising expectations for wages and labor rights, and exacerbated by problems in both local governance and
Japan’s opposition unifies, bringing risks for investors in the 2018 elections
Japan’s opposition have pledged to work closely to counter the ruling LDP coalition in upcoming elections. What do these developments mean for investors in Japan? On February 26, two of
Jin Liqun’s Asia Infrastructure Investment Bank
A GRI Power Brokers feature on Jin Liqun. Jin Liqun has been adeptly managing the development of the new Asia Infrastructure Investment Bank (AIIB). In this issue of GRI’s “power
Unraveling the China-India conflict risk
India and China held their first joint military exercise along their contested border in Aksai Chin in early February. Is this a sign of warming ties? What are the prospects
Peace postponed in the Philippines
The peace process in the Philippines has undergone a significant setback with the failure of Congress to approve a major bill strengthening the autonomy of the Bangsamoro region in Mindanao.
The decline of “One Country, Two Systems” in Hong Kong
January has seen a series of student protests throughout Hong Kong, driven by concerns over Beijing’s growing influence in Hong Kong’s domestic affairs. These political developments create several risks for
Is China drilling for oil in Vietnamese waters?
China’s Haiyang Shiyou 981 oil rig is reportedly once again operating in waters contested by Vietnam. The rig’s return creates a number of risks for investors operating in Vietnam and
Risks loom for Myanmar’s Kyaukphyu Economic Zone
The end of 2015 saw a series of major announcements and decisions regarding Myanmar’s latest special economic zone (SEZ) in Kyaukphyu township of Rakhine State. In late December, Myanmar’s government
