Despite fears of heightened trade protectionism emanating from Donald Trump’s America, Asia’s exports are showing signs of a strong recovery. How sustainable is this turnaround and should CFOs factor it in as they refine their forecasting?
It was China’s fastest quarterly GDP growth in two years as a recovery in exports and strong real estate activity combined with rapid credit growth to boost the economy – but the failure to curb off-balance-sheet lending remains a big problem
Assessing the prospects for Asia-Pacific currencies, an economist forecasts continued depreciation versus the US dollar in the short run. The yen is closer to fair value, while the while currencies of Hong Kong, Singapore and Taiwan, are undervalued
The markets have not been spooked by the noticeable depreciation of the renminbi in recent months, largely because net financial outflows from China have subsided. Expect modest further weakening before a gradual trend appreciation resumes
At the opening of China’s National People’s Congress, Premier Li Keqiang presented a work report that retained growth targets set five years ago in different circumstances. Keeping to those ambitious goals could hinder badly needed changes
The implosion in China’s financial markets will have no major impact on the real economy, nor is it a reflection of a rapid deterioration in economic fundamentals. The issue is how the tension between reforms and party control is resolved
The drivers and speed of China’s economic growth in 2016 and beyond will impact the forecasts and strategies of many companies in Asia. One leading economist sees continued economic slowdown -- but solid growth in light industry and services
China’s ambitious 2011-15 five-year plan is ending and the outline of the next program for 2016-21 has been made public. There is promising language in the new plan on contentious areas such as state-owned enterprises and fiscal reform