Chief Economist, Aletheia Capital

Dr. Jim Walker

Jim Walker is the chief economist at Aletheia Analyst Network Limited, an independent research platform for the Asia Pacific region. Prior to joining Aletheia he was the founder and chief economist at Asianomics Group an economics and strategy research consultancy company formed in late 2007. 

Before establishing Asianomics he was the chief economist at CLSA Asia-Pacific Markets. He joined CLSA in late 1991. Over the years Dr Jim achieved numerous ‘best economist’ rankings in the Asiamoney, Institutional Investor and Greenwich surveys of fund managers. In 1995 he wrote about the prospect of Asia being forced off its de facto dollar peg “within the next two-three years”. The Asian Crisis, precipitated by the Thai baht devaluation, began in July 1997.

In recent years he is best known for forecasting the US 2007 downturn and financial sector meltdown in his series of ‘Apocalypse’ reports. He remains deeply sceptical of the prevailing wisdom in central banks’ approach to monetary policy.

Over the years he has also developed an approach to analysing Asian economies based on profit and credit cycles where the importance of investment spending as the driver of economic activity is explained.

Early in his career he worked in his native Scotland as a research fellow at the Fraser of Allander Institute for Research on the Scottish Economy, and then at The Royal Bank of Scotland’s Edinburgh headquarters. He holds a Bachelor of Arts Honours degree and a doctorate in economics from the University of Strathclyde, Glasgow.

Chief Economist

Covid-19/ Economic Impact/ Propaganda/ US-China/ Driverless Cars

COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk

COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>The Year of the Rat certainly hasn’t made an auspicious debut. Much of China is in lockdown, panic is spreading across Asia and the rest of the world and the fog of uncertainty that always surrounds the shifting Lunar New Year holiday is now a typhoon of worry. What will be the impact of the coronavirus on global demand? Which countries will be worst hit? Will it trigger the recession in the US that some had predicted for this year? How long will it last? All good questions but, as we write, there are no good answers. We will continue to monitor the numbers but, always difficult to interpret in the first quarter, they will be particularly meaningless this year.  </p>

The Year of the Rat certainly hasn’t made an auspicious debut. Much of China is in lockdown, panic is spreading across Asia and the rest of the world and the fog of uncertainty that always surrounds the shifting Lunar New Year holiday is now a typhoon of worry. What will be the impact of the coronavirus on global demand? Which countries will be worst hit? Will it trigger the recession in the US that some had predicted for this year? How long will it last? All good questions but, as we write, there are no good answers. We will continue to monitor the numbers but, always difficult to interpret in the first quarter, they will be particularly meaningless this year.  

China Dominates Asian Trade: The Elephant In The Room