China MSCI/ZTE/PBoC/Japan Ties/Technology Push

Deputy Chief Economist

Sharmila Whelan

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>China, Korea and Japan, met in Tokyo this week for a trilateral business summit, the first since 2015, to discuss regional trade and North Korea. Following the summit, China the new champion of global free trade, urged Japan and Korea to stand firmly together with it in resisting the rising wave of protectionism while deepening intra-regional trade by accelerating talks on a China-Japan-Korea free trade area and the completion of the Regional Comprehensive Economic Partnership (RCEP). Mr Trump…</p>

China, Korea and Japan, met in Tokyo this week for a trilateral business summit, the first since 2015, to discuss regional trade and North Korea. Following the summit, China the new champion of global free trade, urged Japan and Korea to stand firmly together with it in resisting the rising wave of protectionism while deepening intra-regional trade by accelerating talks on a China-Japan-Korea free trade area and the completion of the Regional Comprehensive Economic Partnership (RCEP). Mr Trump…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

China-Korea-Japan Trade: Thank You Mr Trump!