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Asia ‘ex-China’ investment will struggle for traction

Location:

ASIA

There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…

Mexico will be a key player in US-China trade tensions

Location:

MEXICO

However, it appears to have done so in no small part due to geopolitics rather than the strength of its own economy. Chinese investments and Mexican imports of Chinese products…

End of post-1945 economic order bodes ill for growth

Location:

INTERNATIONAL

The system of international institutions to promote cooperation and open trade was built on the political preferences of a group of the world's wealthiest states. Over time, the…

Brazil-France alliance may boost Amazon efforts

Location:

BRAZIL

The four-year investment plan aims to support bio-economy initiatives, the creation of a carbon market and the preservation of Amazon indigenous communities and their knowledge…

Japan will be a policy pioneer for advanced nations

Location:

INTERNATIONAL

It took policymakers decades to tackle the consequences of the market crash, partly due to conservative caution; this experience has encouraged other states to be more…

Immigration is key to US job market and economic plans

Location:

UNITED STATES

Behind this workforce expansion is higher immigration that has allowed considerably more new jobs without raising real wages. Immigration explains some of the strength in…

EU/UK financial trading risks need close monitoring

Location:

EU/UK

Hedge funds are systemically important participants in financial markets and their preference for leverage amplifies their impact, especially when interest rate changes prompt…

Tough economic challenges await Taiwan president-elect

Location:

TAIWAN

The election in January of Lai Ching-te as president signalled continuity in economic policy, and economic pressure from Beijing has to date had limited effect. However, Lai faces…

China’s energy policy will be both clean and dirty

Location:

CHINA

For several years, China has been the world’s leading manufacturer, installer and user of renewable energy. However, investment in coal mining and coal-fired power continues apace…

Low savings limit Japanese spending and GDP growth

Location:

JAPAN

The economy slowed sharply in the second half of 2023. Consumption is lower than a decade ago, as a consequence of population ageing and insufficient savings, which reflects a…