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

Taiwan: Manufacturing Still Rules the Roost

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>Taiwan is an extremely sensitive subject for Mainland leaders and the current relationship is perhaps the worst in over 20 years. As China becomes ever more assertive in the region the ambiguous position of the Republic of China is an increasingly sore thorn in its side. How is the Mainland reacting to Taiwan's DPP president and the first woman elected to that office? With all the bullying and bribery that it is famous for when things are not going its way.</p><p>The Korean peninsula may have taken all the attention of the international press (and Donald Trump) in the last few months but the cross-Straits flashpoint is firmly in Beijing's sights as the Xi era moves into its next phase of regional expansion. Jane Rickards, a freelance journalist in Taipei, explores the current relations between the DPP-led government in Taipei and Beijing's communist leadership. </p>

Taiwan is an extremely sensitive subject for Mainland leaders and the current relationship is perhaps the worst in over 20 years. As China becomes ever more assertive in the region the ambiguous position of the Republic of China is an increasingly sore thorn in its side. How is the Mainland reacting to Taiwan's DPP president and the first woman elected to that office? With all the bullying and bribery that it is famous for when things are not going its way.The Korean peninsula may have taken all the attention of the international press (and Donald Trump) in the last few months but the cross-Straits flashpoint is firmly in Beijing's sights as the Xi era moves into its next phase of regional expansion. Jane Rickards, a freelance journalist in Taipei, explores the current relations between the DPP-led government in Taipei and Beijing's communist leadership. 

Taiwan Politics: Bullied and Bribed by the Mainland