Tariffs add to existing drags on Chinese growth

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“The US has slapped a 10 per cent tariff on US$200 billion of Chinese goods, threatening to increase this to 25 per cent in 2019 in the absence of a... Read more continue reading

Making China great again 

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Principal Global Investors’ Chief Global Economist, Bob Baur, Ph.D., weighs in on the 19th National Congress of the Communist Party of China. President Xi Jinping’s opening session speech “In his three-and-a-half-hour, 32,000-word... Read more continue reading

The Asian century

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In December 2006, at the London School of Economics Asia Forum, former Indian PM Manmohan Singh said[1]: “The most important development, I believe, of the 21st century will be the... Read more continue reading

India Undergoing Modi-fications: Putting “Demonetisation” in Perspective

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The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, examines the changes underway in India and explores the consequences of the ‘Modi-nisation’ of the... Read more continue reading

All aboard the new Silk Road

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If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape... Read more continue reading

Japan in motion: What does the future hold?

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We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his election in... Read more continue reading

Japanese investors key to global real assets funding

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Investors from Japan are primed to play a key funding role for global infrastructure and real estate, according to analysis from AMP Capital. With assets under management approaching ¥500 trillion... Read more continue reading

CommSec Research. China: Trade surplus but exports slide

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China trade China trade data: The trade surplus narrowed from US$44.61 billion to US$40.82 billion in December (forecast US$46.5 billion). Exports were down 6.1 per cent over the year (forecast:... Read more continue reading

Inside the tiger’s den

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In our last Global Matters paper, Young tiger stalks ageing dragon, we compared the current position and prospects of the world’s two most populous nations: China and India. We concluded... Read more continue reading

Is Japan investable through a cash flow prism?

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There are so many ways companies, sectors and economies can be viewed: many investors study traditional accounting metrics such as price/earnings (P/E) and price/book value (P/BV) ratios of companies and... Read more continue reading