Germany is experiencing a slowdown in exports thanks to weakness in emerging markets, especially China which accounts for 6.5% of German exports. The slowdown in China could be more than… 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…
ECB – Weak Data and German Slowdown
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
14Oct 15
