Tag "China"
Midterm Series: What will it mean for energy markets?
Results of the midterm elections and local state races and the ensuing hydraulic fracturing and coal policies will affect international energy markets. Former US Secretary of State Hillary Clinton, with strong ties
Japan de-escalates the Senkaku-Diaoyu dispute
Japan seeks to improve the tense situation in the run-up to the APEC meeting in December. Prime Minister Shinzo Abe cannot afford risking trade relations with China. Japanese Prime Minister
3 things to watch in emerging market currencies
The US dollar has been on a tear since July, and its effect are beginning to hit emerging markets. First there was the taper tantrum, then another, then another. Emerging markets
Modi’s policies are more continuity than change
Despite Modi’s promises of change and reform, there is a remarkable continuity in India’s public policies. Since the late nineties, political consensus on economic reform pathways and foreign policy orientations has
Protests jeopardise Hong Kong’s leverage with Beijing
Hong Kong protestors demand that Chief Executive Leung Chun-ying step down and for Beijing to allow free elections in 2017. Yet, volatile financial markets undermine some of the city’s leverage with Beijing.
Unrest threatens Hong Kong’s status as Asia’s financial hub
Known for its capitalistic free economy advocating no barriers to trade and a low corporate tax rate, Hong Kong as entrepôt offers vital strategic importance to Beijing’s trade with the
Investors underestimating risk in emerging market stocks
Despite political turmoil, investors remain bullish on emerging market equities. Is this because of improved understanding of risk, or complete misunderstanding? When the ‘taper tantrum’ hit for a second time
Four places that could become water conflict zones
Water is the single most important resource on the planet but human consumption is already beginning to outpace growth of the global water supply. As a result, tensions over shared water
India begins to address energy security
How India chooses to address its energy security concerns will offer clues towards Modi’s foreign policy plans and the kind of power India will be in the next century. Loosely
Is China’s economy too big to transform?
China’s growing debt-to-GDP ratio raises concerns for investors. Investment in traditional pollution-heavy and overcapacity-ridden industries is strong, despite many policy tools that help finance more lucrative sectors. Inertia has been haunting China ever
