Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Thematic (Sector/Industry)

-China and North Korea's favoured candidate, the left/liberal Moon Jae-in (who does not support the deployment of THAAD unless the DPRK undertakes a sixth nuclear test) retains a 10-percentage point lead in the presidential polls. Rationally, it is best for the PRC/DPRK to stay out of the fray and allow their best outcome to occur on 9 May. Ahn Cheol-soo (effectively the Emmanuel Macron of Korea) will have a chance only if the main conservative candidate fades. A victory for Ahn would be…

-China and North Korea's favoured candidate, the left/liberal Moon Jae-in (who does not support the deployment of THAAD unless the DPRK undertakes a sixth nuclear test) retains a 10-percentage point lead in the presidential polls. Rationally, it is best for the PRC/DPRK to stay out of the fray and allow their best outcome to occur on 9 May. Ahn Cheol-soo (effectively the Emmanuel Macron of Korea) will have a chance only if the main conservative candidate fades. A victory for Ahn would be…

RoK Electoral Politics, the USS Carl Vinson, THAAD and the Rising Risk of Insanity from the DPRK

Amareos

Ryan Shea

SummaryDeveloping market equities have gotten off to a flying start this year. What makes this performance all the more impressive is that it has occurred at a time when the Fed accelerated the pace of its monetary policy accommodation withdrawal. Some worry that Fed policy remains a key downside risk- as evidenced by yesterday’s reaction to the release of the minutes from the March FOMC meeting - but recent trends in our crowd-sourced sentiment indicators suggest otherwise. While this is good…

SummaryDeveloping market equities have gotten off to a flying start this year. What makes this performance all the more impressive is that it has occurred at a time when the Fed accelerated the pace of its monetary policy accommodation withdrawal. Some worry that Fed policy remains a key downside risk- as evidenced by yesterday’s reaction to the release of the minutes from the March FOMC meeting - but recent trends in our crowd-sourced sentiment indicators suggest otherwise. While this is good…

The Market Sentimentalist: Developing Markets: Too Good To Be True?

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

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Industrial production surged at its strongest annual pace since Jan 2013, growing 6.6% y/y in Feb 17 from 1.4% in Jan 17. Manufacturing output expanded 7.0% driven by electronic parts/components. Exports soared 13.7% in March, with strength in sectors as varied as semiconductors, flat screens, cosmetics and petrochemicals.</li>
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Durable goods underpin domestic trade growth: Retail sales expanded 0.5% y/y in Feb 17, down from 4.2% in Jan 17. However, retail sales of durable goods jumped 7.5% in Feb 17…</li>
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Industrial production surged at its strongest annual pace since Jan 2013, growing 6.6% y/y in Feb 17 from 1.4% in Jan 17. Manufacturing output expanded 7.0% driven by electronic parts/components. Exports soared 13.7% in March, with strength in sectors as varied as semiconductors, flat screens, cosmetics and petrochemicals.

Durable goods underpin domestic trade growth: Retail sales expanded 0.5% y/y in Feb 17, down from 4.2% in Jan 17. However, retail sales of durable goods jumped 7.5% in Feb 17…


Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

China's aggressive attitude towards South Korea over the latter's deployment of an advanced American anti-ballistic missile system to protect itself from its northern neighbor could turn out to be counter-productive.

China's aggressive attitude towards South Korea over the latter's deployment of an advanced American anti-ballistic missile system to protect itself from its northern neighbor could turn out to be counter-productive.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision. Most likely, the next South Korean Presidential election is likely to take place on May 9th. At this point, Moon Jae-In is the odds on favorite to become the next South Korean President, barring any major last minute catastrophes.Since late last year, the market has been pricing in both the official impeachment of President Park as well as who may…

The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision. Most likely, the next South Korean Presidential election is likely to take place on May 9th. At this point, Moon Jae-In is the odds on favorite to become the next South Korean President, barring any major last minute catastrophes.Since late last year, the market has been pricing in both the official impeachment of President Park as well as who may…

South Korea

iShares MSCI South Korea ETF is an exchange traded fund incorporated in the USA. The ETF tracks the performance of the MSCI Korea 25-50 USD Index. The fund holds companies of all market caps which are primarily traded on the Korean exchange. The ETF's holdings are primarily focused in the consumer discretionary, financial and information technology sectors.

iShares MSCI South Korea ETF (EWY US)

RoK Electoral Politics, the USS Carl Vinson, THAAD and the Rising Risk of Insanity from the DPRK

-China and North Korea's favoured candidate, the left/liberal Moon Jae-in (who does not support the deployment of THAAD unless the DPRK undertakes...

Prasenjit K. Basu

The Market Sentimentalist: Developing Markets: Too Good To Be True?

SummaryDeveloping market equities have gotten off to a flying start this year. What makes this performance all the more impressive is that it has...

Amareos

South Korea: Over the Worst

Industrial production surged at its strongest annual pace since Jan 2013, growing 6.6% y/y in Feb 17 from 1.4% in Jan 17. Manufacturing output...

Jason Tan

South Korea's Shrill Neighbor

China's aggressive attitude towards South Korea over the latter's deployment of an advanced American anti-ballistic missile system to protect...

Bixmoor

President Park Is Officially Impeached

The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....

Douglas Kim