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

A Secular Slowdown in Global Growth? The Survival Instinct Is in Asia

Investing in a Zombie World: Long-Term Strategy

The US and Developed Countries: Bump in the Road or Cliff Edge?

The Backlash Spreads: Investors Need to Prepare for More Disruption

The Global Outlook: Was 2019 that Bad, Really?

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

Anyone with a television will be well aware of the zombie epidemic that has hit our screens over the last ten years. The TV adaptation of the comic book series, The Walking Dead, is perhaps the best known but a multitude of post-apocalyptic movies and series have filled the airwaves. And maybe it is having an effect on the collective behaviour of parts of society. It is hard not to believe that some sort of infection is spreading around the world when we see news pictures of the chaos on the streets of Hong Kong, Beirut, Santiago, Caracas, Paris and Barcelona. Zombie infection, plastic pollution, climate change or whatever, something seems badly awry with the existing world order.

Anyone with a television will be well aware of the zombie epidemic that has hit our screens over the last ten years. The TV adaptation of the comic book series, The Walking Dead, is perhaps the best known but a multitude of post-apocalyptic movies and series have filled the airwaves. And maybe it is having an effect on the collective behaviour of parts of society. It is hard not to believe that some sort of infection is spreading around the world when we see news pictures of the chaos on the streets of Hong Kong, Beirut, Santiago, Caracas, Paris and Barcelona. Zombie infection, plastic pollution, climate change or whatever, something seems badly awry with the existing world order.

The Walking Dead: Zombie Epidemic