The bad news is that growth is slowing for domestic and external reasons. The good news (if you can call it that) is that Japan is not the only large… This deal is really about implementing the Asian ‘pivot’ since China is not included purposely. There are 12 countries that represent 40% of world GDP, with the US and Japan… The economy has declined by 2.5 to 3 % of GDP according to most estimates. Next year will also see a decline of over 1% of GDP. The slowdown in… The expected September rate hike did not happen as we predicted in August. This was due mostly to turmoil in the financial markets as a result of the Chinese slowdown… India and US Pivot against China The recent election of Mr. Modi in India has sped up strategic relations with the US. In short, India sees benefits in the form… South China Sea Tensions Rise In the South China Sea, the geopolitical game is becoming more dangerous. Tensions are higher since China has been constructing more artificial islands around the…
Japan – BOJ Stimulus is it Yes or No?
TPP – A Geopolitical Trade Deal for US and Asia
Brazil – Policy Challenges and Very Negative Outlook
FED – Diminished Chance of 2015 Rate Hike
India – Pivot Strategy against China
China and US Asian Pivot
14Oct 15
14Oct 15
13Oct 15
13Oct 15
12Oct 15
12Oct 15
