Bonds and Banks/Swine Fever/Asian Free Trade/London Stock Connect/Commodity Futures

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

Japan-China trade relations – Reaching a pivoting pointMr Trump’s trade war on the rest of the world is uniting friends and foes. This week Japan and the EU signed the world’s largest bilateral trade pact, creating a trade zone covering almost a third of global GDP. Japan like the EU is realising that the US under the leadership of the maverick Mr Trump is no longer a reliable trading partner. The EU-Japan bilateral trade agreement (which still needs to be ratified) is potentially interesting…

Japan-China trade relations – Reaching a pivoting pointMr Trump’s trade war on the rest of the world is uniting friends and foes. This week Japan and the EU signed the world’s largest bilateral trade pact, creating a trade zone covering almost a third of global GDP. Japan like the EU is realising that the US under the leadership of the maverick Mr Trump is no longer a reliable trading partner. The EU-Japan bilateral trade agreement (which still needs to be ratified) is potentially interesting…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Japan- China Relations - At Pivot Point?