Entries for the ‘Asia’ Category
Wed Mar 10, 2010 17:19 UTC |
China’s exports came in at US$94.5bn in February, up 45.6% y-o-y and higher than consensus estimates. The data shows a continued outperformance of exports to emerging markets relative to developed markets, with exports to emerging markets such as India (up 54%), and Brazil (up 92%) showing the most impressive gains.
On the imports side of the [Read more...]
Tags: China, rebalancing, surplus, Trade
Posted in: Asia, China
Mon Mar 1, 2010 10:35 UTC |
By now, regular readers should know that while I generally like India’s long-term macro story, New Delhi’s public finances leave a lot to be desired. After years of budgetary mismanagement, the country is a notable EM outlier in its fiscal/public debt dynamics, and for this reason, the FY2010/11 (April-March) budget, presented last Friday, was so [Read more...]
Tags: budget, fiscal deficit, India, public debt
Posted in: Asia
Wed Feb 17, 2010 16:29 UTC |
In 2009, companies around the world raised US$892bn in initial public offerings (IPOs), which was 41% higher than in 2008.
Of that amount, a sizeable US$314bn was raised in Q4 2009, creating the impression that the year-end momentum would likely spill over into the new year. Indeed, a variety of banks and analysts produced bullish [Read more...]
Tags: 2008, 2009, 2010, Asia, China, Initial public offerings, IPOs, private equity
Posted in: Asia, China, Equities, Financials, General
Mon Feb 1, 2010 16:48 UTC |
Few people would dispute that the relationship between the US and China is the most important in the world, so much so that the term ‘Chimerica’ is used often nowadays to refer to the two countries as a single economy. Both sides generally benefit, if you overlook the huge US trade deficit with China, and [Read more...]
Tags: arms sales, China, Geopolitics, navy, Taiwan, US
Posted in: Asia, China, General, Geopolitics, Political Risk, US
Wed Jan 20, 2010 12:56 UTC |
Having rung up over US$25bn in debts, and four state bailouts in the past decade, Japan Airlines – Asia’s largest airline – has finally filed for bankruptcy protection. The beleaguered company made the filing yesterday, and although the government has pledged to keep the carrier in the air, almost 16,000 jobs will be slashed in [Read more...]
Tags: CDS, Japan, Japan Airlines
Posted in: Asia, General, Inflation/Deflation
Tue Jan 19, 2010 15:58 UTC |
Most people are well aware that the BRIC (Brazil, Russia, India, China) countries are big recipients of foreign direct investment (FDI). But they are also big sources of FDI.
In 2009, for the first time, emerging market outbound mergers and acquisitions (M&A) flows outpaced inbound M&A flows, reaching US$131.8bn, according to Dealogic. Most of these [Read more...]
Tags: Brazil, BRICs, China, corporate finance, FDI, India, investment, M&A, mergers and acquisitions, Russia
Posted in: Asia, China, Financials, General, Latin America
Wed Jan 13, 2010 17:15 UTC |
This week the People’s Bank of China tried to send a clear signal that it is starting to tighten monetary conditions as the economic recovery takes hold. Stuart Allsopp, BMI China analyst, explains the significance of the bank’s move to raise its 3-month bill financing rate and reserve requirement ratios for the monetary policy outlook [Read more...]

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Tags: bill financing rate, Bubble, China, Economic Recovery, Hong Kong, housing market, inflation, monetary conditions, monetary tightening, PBoC, People's Bank of China, Real Estate, Reserve Requirement
Posted in: Asia, China, General, Inflation/Deflation, Podcast