February 10 marks the beginning of the Lunar New Year in China. The festive season, however, has been overshadowed by growing fears of economic downturn and deflation. This Lunar New Year, also known as Spring...
Inflation is back. Some warn of a return to the 1970s, while others downplay recent upticks, arguing outdated myths are being used to drive opposition to stimulus plans. The truth lies somewhere, as ever, in...
Only 3 business days to go, in what has been a challenging Q3! Take profits or put more money on the table? It could go either way, with a hangover in Q4. In July, I...
Deflation is portrayed as the great economic scourge. It exacerbates debt servicing costs and encourages consumers to defer purchases. Central banks in Japan and Europe have responded with aggressive, unorthodox measures, often combining asset purchase...
The cabinet of Japanese Prime Minister Shinzo Abe has approved economic reforms aimed at making companies more competitive. The move follows huge fiscal stimulus by Tokyo to overcome two decades of sluggish growth. The reform...
The Bank of Japan has announced plans to stimulate the sputtering economy with new quantitative easing. Under new leadership, the central bank plans to double the country’s money supply by the end of next year....
