China’s Global South exports surge in 1st 2 months
(Note: This report is a preview of the Asia Times Global Risk/Reward Monitor issue of March 13, 2024.)
William Pesek in asian news
China’s outbound investment reshaping the global economy
As economists obsess over plunging foreign direct investment into China, they risk missing a far more important trend: the giant waves of capital zooming in the other direction.
China: What Li did and didn’t say at the NPC
Investors already seem unimpressed by China’s pledge to grow around 5% this year. It’s not because of what Premier Li Qiang said about Asia’s biggest economy but rather what his National People’s Congress report failed to address.
Time for China to move past GDP growth targets
Sometimes, good news on China’s economy is actually bad news for the broader global economy and financial system. The reference here is to the suspense surrounding Beijing’s highly anticipated annual gross domestic product (GDP) target.
China’s got a fixable lost-in-translation problem
As Xi Jinping’s regulators tighten their grip on quantitative trading, they are inadvertently giving global investors another reason to make ill-timed comparisons to 2007.
Why the BOJ won’t rain on the Nikkei’s parade
TOKYO — With the Nikkei 225 surging to 34-year highs, the conventional wisdom is that the Bank of Japan (BOJ) now has greater confidence — and political cover — to raise interest rates and end decades of quantitative easing (QE).
New Nikkei 225 high should be an unmissable cue for Kishida
William Pesek is an award-winning Tokyo-based journalist and author of "Japanization: What the World Can Learn from Japan's Lost Decades."
China bond outperformance tells a bigger story
China’s stock investors could be excused for feeling like President Xi Jinping is disinterested in their plight as market valuation losses mount.