Tag "China"
Is China’s era as the world’s factory coming to an end?
A Chinese economic slowdown is a growing fear. January’s purchasing managers’ index (PMI) of 50.5 seems to confirm such fears, as China’s manufacturing sector now comes dangerously close to not
Why emerging markets are not collapsing
The recent rout of emerging markets prompt worries over a new emerging market crisis like those of the 1990s and early 2000s. While significant downside risks exist, differentiation is likely
Escalating tensions over Senkaku/Diaoyu islands underestimated
The political risks of the Senkaku/Diaoyu island dispute are heavily mispriced in global markets. Conflict is still on the table. For more than a year now Japan and China have
Diaoyu Islands may be China’s Islas Malvinas
China’s combative strategy, which is not supported by its actual military capabilities, risks more than it is likely to gain. It does not matter how slowly you go as long
U.S. Fed holds the fuse to Singapore’s bubble time bomb
The United States’ monetary policy has far-reaching, sometimes unintended consequences, and these past few years have seen unprecedented liquidity injections from the Fed. One way the stimulus manifests itself is
China’s territorial sovereignty dispute is all about energy
China seeks energy security through its territorial claim to the possibly ‘natural resource rich’ areas of the South China Sea, jeopardising diplomatic relations with the remaining five countries, who also
Growth prospects are strong for Australia
Despite discouraging news towards the end of 2013, the prospects for the Australian economy are strong for 2014. However, dependence on continued Chinese growth and a potential housing bubble may
For soft landing, China must tackle debt-to-GDP ratio
China passed multiple economic hurdles in 2013, but there are more challenges to come. A sustainable debt-to-growth ratio will be the key issue to tackle in 2014. China showed the
Russia invests in Far East to prevent Chinese influence
Russian President Vladimir Putin decided to celebrate the New Year in the Russian Far East. Fear of Chinese influence has prompted another sign of the “Pivot Eastward” that Putin has pledged
South Sudan risk threatens FDI
Embroiled in conflict, South Sudan’s presents an high-risk investment environment. The conflict threatens FDI in its oil industry and its overall economic development. The end of 2013 saw growing conflict within
