BrainCan - macro economy

standing firm against recession

Amid optimism about the strong performance of the US economy,it is worth noting that moment-quarter...

final thoughts on secular stagnation

Joseph Stiglitz,Roger Farmer, and I are now and have long been in agreement on what are probably the...

china social security reform may drag consumption

China is preparing to overtake the mechanism for collecting social insurance levies,a move that...

hk home prices: why it s time for caution

Two original housing projects in Hong Kong’s Tsuen Wan district maintain seen potential buyers...

the future of economic growth

Last month,I wrote about the growing divide between economic theory and genuine-world economic...

li: china eyeing rates, other policy steps to help...

China can spend reserve requirements and interest rates to support economic growth,Premier Li...

us dollar may stage a comeback next year

This is the second portion of my 2018 forecast series. Basically,I see a stronger greenback, rising...

china meeting hints at policy fine tuning after...

The Chinese Communist Party’s Politburo meeting final week delivered several famous messages to...

china: new foreign investment law to foster fair...

China’s new foreign investment law will help foster “unbiased competition” and create a...

fed signals end to balance sheet unwind

The US Federal Reserve on Wednesday signaled it will soon lay out a intention to cease letting...

china: time to open the monetary tool box

The swift move in CSI 300 shares year to date appears to maintain improper-footed investors,given...

battling eight giants with basic income

In 1942,William Beveridge issued an epoch-defining report that established a model for welfare...

many fed policymakers urged patience on rate...

Several Federal Reserve policymakers said last month they could be patient approximately future...

china factory growth stalls as orders shrink

Growth in China’s vast manufacturing sector stalled for the first time in over two years in...

be prepared for 20 years of china us trade war:...

Chinese commerce tycoon Jack Ma,the co-founder of e-commerce giant Alibaba Group, said on Thursday...

the global economy ten years after

Much will be said approximately the tenth anniversary of the 2008 financial crisis,so I will focus...

trump vows to help zte get back into business

US President Donald Trump promised to help ZTE Corp. “pick up back into commerce,fast” after his...

post davos depression

I’ve been attending the World Economic Forum’s annual conference in Davos,Switzerland – where...

s p downgrades china s credit rating

Standard & destitute’s slice its sovereign credit rating on China,fitting the last of the three...

china s crackdown on overseas investment spree not...

Hollywood was hurt badly by the credit crunch during the 2008 financial crisis. Then,online...

apple joins other firms in urging us to drop china...

Apple Inc.,Keurig Dr. Pepper Inc. and Fitbit Inc. possess joined other companies in filing letters...

europe must unite on china

When seeking investment capital and seemingly lucrative commercial deals,EU member-state governments...

is the decade long credit bubble ready to burst?

Over a 10-week period ending November 16,investors have withdrawn as much as US$24.8 billion from...

why the china spy chip report is not totally...

US Vice President Mike Pence delivered a wide-ranging speech to step up attack on China last...

universal basic income or universal living wage?

A universal basic income (UBI) would be both regressive and prohibitively expensive. Yet the...

the turkish emerging market timebomb

Turkey’s falling currency and deteriorating financial conditions lend credence,at least for some...

why we may enter a period of halting rates

As genuine-estate analysts and investors,we track developments in the interest rate regimes. We note...

japanese equities: some good news, some bad news

Just as things are finally starting to move good for Japan’s economy,a new risk appears that could...

party and the board: who is the boss?

A growing number of Chinese state-owned enterprises (SOEs) believe redrafted their by-laws to put...

us calls for changes in imf, world bank policies

The US urged the International Monetary Fund to back hasten trading powers away from large trade...

how reverse mentoring helps to connect with young...

Many universities and substantial corporations have mentoring schemes,matching junior students with...

correlation does not equal causation

How dangerous is the discontinuance of quantitative easing (QE)? Some argue that central bank...

how to revive northeastern china s economy

Most people would immediately think of the Pearl River Delta and Yangtze River Delta as China’s...

can mixed ownership truly transform state owned...

In a landmark initiative recently,China United Network Communications (600050.CN), the parent of...

is policy tightening bringing an end to china s...

Both China’s nominal (insignificant, trifling) GDP and corporate earnings saw double-digit...

moody s downgrades china rating amid debt worries

morose (gloomy or sullen)’s Investors Service downgraded Chinas sovereign rating for the first...

why singapore doesn t want to see a hk asean free...

Following the handover by Britain in 1997,Hong Kong has been seeking free-trade agreements (FTAs)...

trump says he can fire fed s powell; it s not that...

US President Donald Trump accused Federal Reserve Chairman Jerome Powell of doing a “bad job”...

us and china play cat and mouse, europe caught in...

Donald Trump loves a good deal. Xi Jinping also likes a firm handshake. Yet both presidents are...

leave the renminbi out of us china trade talks

Will a possibly imminent US-China trade agreement exacerbate global trade cycles or even plant the...

the blind spot in the trade debate

Negotiations to resolve the Sino-American trade conflict acquire so far centered on...

powell: fed to stop shrinking portfolio this year

The US Federal Reserve will stop shrinking its US$4 trillion balance sheet later this year,the...

fed says will be patient on future rate hikes

The US Federal Reserve on Wednesday dropped its pledge of “further gradual increases” in...

south korea economy gets lift from government...

South Korea’s economy expanded at the fastest pace in three quarters in the last three months of...

year end economic lyric

Europe: Political changes leave their stamp on the European economy as institutional uncertainty...

us trade war prompts taiwan firms in china to look...

The worsening Sino-US trade war is driving Taiwan firms out of mainland China. Fear of losing access...

talks with us critical but china s own reform the...

In the Trump-Xi meeting at the G20 summit in Argentina late final week,the atmosphere was far less...

imf s lagarde says trade wars to hurt innocent...

International Monetary Fund Managing Director Christine Lagarde warned countries of the perils of a...

looking beyond the headlines in emerging markets

There’s no denying the fact that emerging markets (EM) contain faced a perfect storm of external...

us firms in china feeling adverse impact of trade...

American companies in China are being distress by tariffs in the growing trade war between...

us business readies public fight against trump...

After months of waging a behind-the-scenes war against President Donald Trump’s trade tariffs that...

why traditional workplace recovery strategies are...

Hong Kong continues to shine as one of the most vibrant and vital business hubs in the world,with a...

boj takes steps to make policy flexible, vows to...

The Bank of Japan on Tuesday took measures to invent its massive stimulus program more flexible and...

china to test new development model in xiong an

The China-US trade row is still evolving,casting a shadow over foreign trade and the manufacturing...

rising chance of fiscal reform in china

The National People’s Congress concluded final month and among the many historic changes,it’s...

china: tighter policy and stable growth?

China kicked off its annual liang hui this week,the twin meetings of the Chinese People’s...

is cdr route the best way for china to bring home...

Securities regulators in China are reportedly considering a intention to allow overseas-listed...

the global aging population megatrend as an...

“Megatrends” are powerful forces that can change the global economy,commerce and society, and...

is another debt crisis on the way?

Economic growth is accelerating across most of the world. Yet the world’s total shameful...

surveying the damage of low interest rates

For years after the 2008 financial crisis,policymakers congratulated themselves for having averted a...

positive economic data sets stage for 2018

Global economic data continues to impress,US consumer confidence has hit fresh highs, Chinas economy...

china accelerates financial market liberalization

China has accelerated the opening up of its financial sector,announcing last Friday that it will...

ecb minutes tend to favor upward trend of the euro

The major headline for the market from the ECB minutes was the comment about the euro exchange rate....

the outlook for global central bank policy

Since the discontinuance of 2009 and the conclusion to the global financial crisis,the world’s...

fed calls for easing of rate hikes amid weak...

Federal Reserve policymakers appeared increasingly wary approximately recent weak inflation and some...

trump orders probe into china s ip practices

President Donald Trump has authorized an inquiry into China’s alleged theft of intellectual...

china july factory growth cools slightly as export...

Growth in China’s manufacturing sector slowed marginally in July,reinforcing expectations the...

what the family feuds in hong kong and singapore...

A local genuine estate clan has come under highlight recently after the matriarch filed a suit...

fed minutes signal officials ready to raise rates...

Federal Reserve officials expected at their policy assembly this month that it would “soon be...

china wants revamp of dumping rules

China is proposing tighter rules on when countries can impose anti-dumping and anti-subsidy...

xiongan potential could take years to realize

China recently announced its Xiongan novel Area development plan and policymakers described it as...

what does the us treasury yield slide tell us?

US Treasury yields have fallen sharply in recent months,which is a rare scenario in recent years....

over 600 us firms urge trump to resolve trade...

Walmart,Target and more than 600 other companies own urged US President Donald Trump to resolve the...

pentagon seeks funds to cut us reliance on china...

The US Defense Department is seeking modern federal funds to bolster domestic production of rare...

china considering us rare earth export curbs:...

Beijing is “seriously considering” restricting exports of rare earths to the United States amid...

us fed sees no strong case for hiking or cutting...

The US Federal Reserve held interest rates regular and signaled little appetite to adjust them any...

xi says belt and road must be green, sustainable

China’s Belt and Road initiative must be green and sustainable,President Xi Jinping said at the...

india: what its general election means for...

India’s general election is shaping up to be a vote on whether the right-leaning Bharatiya Janata...

china makes some good policy moves, but more...

China’s late paramount leader Deng Xiaoping keep in spot a pragmatic reform and opening-up...

us, china to establish trade deal enforcement...

US Treasury Secretary Steven Mnuchin said the United States and China believe largely agreed on a...

the new old globalization

Once upon a time,everyone assumed that there was a single phenomenon called globalization, whereby...

fed rate cut seen nearer as yield curves invert

The Federal Reserve’s stunning about-face on rate increases along with feeble economic data has...

foreign business skeptical as china approves new...

China’s parliament approved a current foreign investment law on Friday that promises to create a...

ecb pushes back rate hike, offers cheap cash to...

The European Central Bank changed tack on its tightening plan,pushing back the timing of its first...

us opens anti dumping probe into steel imports

The US Commerce Department said it will open a new anti-dumping probe to determine whether...

greater bay area plan: who s in and who s out

The long-awaited Guangdong-Hong Kong-Macao Greater Bay Area development design was unveiled on...

china to cut banks reserve requirements and taxes

China will slash banks’ reserve requirement ratios (RRRs),taxes and fees, Premier Li Keqiang said...

pacific trade pact takes off with tariffs cut in...

A landmark 11-country trade deal,a revamped version of the Trans-Pacific Partnership (TPP), came...

japan quarterly gdp contracts at fastest pace...

The Japanese economy contracted the most in over four years in the third quarter as capital...

trump says china trade deal close, but not sure he...

US President Donald Trump has sent mixed signals approximately the prospects for a trade deal with...

trump open to deal with xi at g20 dinner: kudlow

US President Donald Trump is open to reaching a deal on US-China trade irritants over dinner on...

fed leaves rates unchanged for now; dec hike...

The US Federal Reserve held interest rates regular on Thursday following a policy assembly,but...

brexit: different interest rate paths under...

Ever since the ‘Brexit’ vote there have been concerns approximately the potential negative...

why us tariffs may only disrupt china economy in...

As we went to press,we heard US President Donald Trump’s announcement imposing a 10 percent import...

sustained tourist gains to boost japan s economic...

From its peak in January,the Hang Seng Index has retracted by about 20 percent this year. Year to...

the makings of a 2020 recession and financial...

As we designate the decennial of the collapse of Lehman Brothers,there are still ongoing debates...

tough decisions ahead for japan

Japan’s economy is in pretty good shape – second-quarter GDP growth jumped 1.9 percent from the...

why pboc research head is criticizing china s...

Xu Zhong,chief of the research department at the People’s Bank of China, final week wrote an...

trump defends decision to revisit zte ban

US President Donald Trump on Monday defended his decision to try and benefit ZTE Corp “obtain back...

why rampant copying hasn t stopped shenzhen s...

Shenzhen is known as the capital of knockoffs. whether a company wants to leverage on Shenzhen’s...

is china s economy really rebalancing?

Amid the media attention to a potential trade war,a new debate is emerging over whether China’s...

us economic growth on track despite tariff...

Robust business borrowing,rising consumer spending, and tight labor markets indicate the US economy...

us seeks china trade moves on autos,...

US officials are asking China to cut tariffs on imported cars,allow foreign majority ownership of...

fed lifts rates, signals tougher stance as economy...

The US Federal Reserve raised interest rates and forecast at least two more hikes for...

trump s china tariffs may be unveiled by friday:...

The Trump administration is expected to unveil up to US$60 billion in novel tariffs on Chinese...

year of the dog looks promising for chinese...

In this Lunar original Year,the stars seem to be aligning for China. President Xi Jinping is...

the year of the dog: will china lead the pack...

Although China is a market many commentators love to hate,it was anything but a dog final year. Most...

what companies must do to sustain long term growth

It is perhaps time for corporations and their shareholders to design a more sustainable long-term...

politics and trade to shape emerging markets in...

While we are broadly optimistic approximately the outlook for emerging market (EM) economies –...

senate confirms powell to succeed yellen as fed...

The US Senate confirmed Federal Reserve governor Jerome Powell as the next head of the central...

china vows easier market access for foreign...

China will make it easier for foreign investors to access the country’s markets,the nation’s...

venezuela to launch oil backed cryptocurrency:...

Venezuela plans to launch a cryptocurrency backed by oil reserves and gold in a bid to shore up its...

why politics will be even more pervasive after...

A friend of mine recently raised a question approximately the implications of the 19th National...

greater bay area plan: how to ensure its success

With China’s unprecedented economic growth and urbanization that began nearly 40 years ago,the...

humanitarian crisis in myanmar and hk asean trade...

final Saturday,the Hong Kong SAR government announced that it will officially conclude a free trade...

ecb expected to start laying groundwork for...

The European Central Bank (ECB) is expected to start laying the groundwork for stimulus reduction...

china s economy holds up in may but investment...

China’s economy generally remained on solid footing in May,but tighter monetary policy, a cooling...

china factories hum amid debt risk, moody s lifts...

China’s industrial engine cranked up again in May,reassuring investors worried approximately...

belt and road initiative is not just about...

Nearly 30 world leaders will be attending the Belt and Road Summit in Beijing on May 14-15. Chinese...

china tax cuts to inject new energy into equity...

Hong Kong’s stock market regained its momentum last week after consolidating for a while in...

world bank group, aiib agree to deepen cooperation

The World Bank Group and the China-led Asian Infrastructure Investment Bank believe agreed to deepen...

mnuchin s mission

US Treasury Secretary Steven Mnuchin is hemmed in on all sides. Domestically,he is trapped between...

china macro outlook improving

China is aiming to expand its economy by approximately 6.5 percent in 2017 compared with the goal of...

china s personal income not as high as national...

China’s per-capita gross national income (GNI) soared over 10 percent to US$9732 final year,higher...

us might be the biggest loser in the tech war

US Treasury Secretary Steven Mnuchin said on Wednesday that the United States and China were close...

fed sees case building for rate cuts this year

The US Federal Reserve on Wednesday expressed concern about growing global and domestic economic...

economics and pop culture

Are economists experiencing their 15 minutes of fame? Long derided as the dismal science,the...

us unlikely to suffer big damage from china trade...

Trade tensions with China need to linger for an extended period to cause genuine damage to the...

g24 ministers seek collective solution to trade...

Top finance officials from emerging market economies on Thursday called for a collective global...

china producer inflation picks up for first time...

China’s factory-gate inflation picked up for the first time in nine months in March,edging absent...

china: looking at growth past the trade war

Despite decelerating growth,high debt and a trade war with the United States, China’s economy is...

market concentration is threatening the us economy

The world’s advanced economies are suffering from a number of deep-seated problems. In the United...

us economy expands 2.9% in 2018, just shy of trump...

The US economy expanded 2.9 percent in 2018,falling short of the Trump administration’s 3 percent...

china consumers squeezed as income gains slow,...

Growth in disposable income slowed in China last year while living costs rose,highlighting the...

china factory activity at 3 year low, export...

Factory activity in China contracted to a three-year low in February as export orders fell at the...

a mixed economic bag in 2019

After the synchronized global economic expansion of 2017 came the asynchronous growth of 2018,when...

china has ample room for policy support:...

China has ample room for macro policy support,Ning Jizhe, head of the National Bureau of Statistics...

risks to the global economy in 2019

As price Twain never said,“It ain’t what you don’t know that gets you into trouble. It’s...

high debt levels, fed tightening may trigger...

Global stock markets possess rebounded substantially amid signs that US-China trade talks are...

one trump xi meeting, two versions of the...

The long-awaited assembly between US President Donald Trump and Chinese President Xi Jinping at the...

deleveraging: china should learn from the us...

China has started deleveraging since the beginning of this year,which is considered as tapering by...

trump says he expects to raise china tariffs: wsj

US President Donald Trump said he expected to lunge ahead with raising tariffs on US$200 billion in...

food security rests on trade

From farm to fork,the international community is facing growing challenges in eradicating hunger and...

money supply holds sway in hong kong housing...

Ray Dalio,founder of the world’s largest hedge fund Bridgewater, believes that credit cycle is...

china gets prepared for a long drawn out trade war...

It has been less than a month since I came back from meeting clients in Hong Kong and Singapore. The...

china to direct more bank lending to private firms

The Chinese government has been rolling out supportive measures for the private sector. One of its...

pacific trade pact to start at end 2018

A landmark 11-member deal that will slash tariffs across much of the Asia-Pacific will come into...

china gdp growth slows to weakest pace since q1...

China’s economy grew 6.5 percent in the third quarter from a year earlier,falling short of market...

fed sees need for more rate hikes despite trump...

US Federal Reserve officials are largely united on the need to raise interest rates further,despite...

the new and not improved nafta

US President Donald Trump acts as if he has pulled off a smashing victory by replacing the North...

trump s currency confusion continues

Next month,the US Department of the Treasury is due to submit to Congress its biannual report...

world cup elimination could wipe billions from...

Stock markets could be impacted by the World Cup match results,according to a study led by Alex...

china second quarter gdp growth cools as factory...

China’s economic growth slowed as expected in the moment quarter as the government’s efforts to...

trade conflicts - one round… or many?

We continue to disappear in circles on trade policy. Following the initial 301 tariff threat,ZTE...

pboc moves don t mean halt of deleveraging policy

The People’s Bank of China (PBoC) has chop the reserve requirement ratio in a targeted way, and...

how might us sanctions on iran impact oil prices?

How might US President Donald Trump’s decision to pull out of the Iran nuclear deal,also known as...

us trade team arrives in beijing for talks, china...

A US trade delegation arrived in Beijing on Thursday for key talks over tariffs,with Chinese state...

us trade groups urge trump to avoid tariffs...

Forty-five trade associations representing some of the largest firms in the United States acquire...

jobless rate to carry more weight in china...

Unlike most developed countries,China does not publish its jobless rate on a regular basis. Although...

emerging markets review: differentiation but few...

Emerging markets in 2017 were marked by relatively fewer surprises compared with recent years. The...

how the startup ecosystem is set up to thrive

Startups tell attractive and compelling stories that inspire a sense of endeavour and individual...

what investors can take away from xi jinping s...

Chinese President Xi Jinping delivered a three-and-a-half hour speech at the opening of the 19th...

investing is a marathon, not a sprint — even...

We live in revolutionary times with powerful implications of tech disruption,a shift to quantitative...

asia flexes muscles post 1997 crisis

This past July marked the 20th anniversary of the Asian financial crisis,which sent shockwaves...

us set to probe china on ip theft, eyes punitive...

US President Donald Trump’s administration plans to investigate China over what it perceives to...

china spending spree abroad grinds to a halt as...

China’s abroad direct investment (ODI) plunged in the first half of this year as government...

hong kong no.1 in world competitiveness for second...

Hong Kong has been crowned as the world’s most competitive economy for the moment consecutive...

hong kong disagrees with moody s downgrade

Hong Kong’s finance chief said on Thursday that he strongly disagrees with Moody’s decision to...

us, china reach deals on access for beef,...

The United States and China will expand trade in beef and chicken and increase access for financial...

china s april exports, imports rise less than...

China’s exports and imports rose in April but missed analysts’ expectations,as domestic and...

the role of china s demonstration zones

China has a large number of old cities that are struggling to find ways to rejuvenate their local...

trump orders national security probe into cheap...

US President Donald Trump launched a trade probe against China and other exporters of cheap...

eight key points in premier li s government work...

Chinese Premier Li Keqiang mentioned rotten loans and credit defaults in the government work report....

the ecb needs new inflation rules

The upcoming change of leadership at the European Central Bank represents an opportunity – whether...

there s more than one side to any investment story

In the second quarter of an already eventful year,investors are faced with a range of stark choices....

vice premier liu calls for more measures to...

Chinese regulators should step up support for the economy and withhold ample liquidity in the...

the us economy s strange decade

The current US economic expansion is extraordinary. Not only does it rival the longest on post-war...

china factory activity shrinks as exports falter

China’s factory activity in May slumped into a deeper contraction than markets had...

why the world needs national development banks

Support for national and multilateral development banks has grown worldwide in the decade since the...

some factors that will help support china s...

US Treasury Secretary Steven Mnuchin and Trade Representative Robert Lighthizer went to Beijing...

li says china will sharply expand financial market...

China will sharply expand market access for foreign banks and securities and insurance...

lighthizer, mnuchin to travel to china for trade...

US Trade Representative Robert Lighthizer and Treasury Secretary Steven Mnuchin will travel to...

fed sees no rate hikes in 2019, sets end to asset...

The US Federal Reserve on Wednesday brought its three-year drive to tighten monetary policy to an...

trump says he is in no rush to complete china...

US President Donald Trump said he was in no rush to complete a trade pact with China and insisted...

pboc pledges more policy support as bank lending...

China’s central bank pledged to further support the slowing economy by spurring loans and lowering...

modern monetary nonsense

Just as the US Federal Reserve seems to have beaten back blistering tweets from President Donald...

fed s upcoming move to impact properties more than...

The recent market rally was largely fueled by dovish remarks from Federal Reserve chairman Jerome...

three lessons from qe in europe

With the European Central Bank having recently ended quantitative easing (QE),this is an appropriate...

the euro s first 20 years

Since its introduction two decades ago,the euro has faced serious challenges. So far, it has...

improving business environment key to china...

As downward pressure mounts on China’s economy, Beijing has announced a raft of measures to boost...

is global economy facing a deeper problem than...

Hong Kong’s richest man Li Ka-shing warned final Friday that the “global economy will...

trump vs the economy

Financial markets possess finally awoken to the fact that Donald Trump is US president. Given that...

2019 won t be to everyone s taste

The party is coming to an end. For 10 years,central banks fueled the estimable times with a...

fed raises interest rates, signals slower pace...

The US Federal Reserve on Wednesday raised interest rates for the fourth time this year time,but...

fed comes under white house fire as it prepares to...

With the US Federal Reserve expected to announce this week another hike in benchmark interest...

lighthizer appointment signals tough trade talks...

US President Donald Trump has picked top American trade envoy Robert Lighthizer,a China hardliner,...

us seeks immediate action from china on trade...

The United States said it expects instant action by China on trade issues,including lower tariffs on...

why investors shouldn t be too bearish despite the...

Global fairness markets have tumbled in recent weeks on the back of concerns over higher interest...

g20 restrictive measures hit us$481 billion of...

Countries belonging to the G20 group of the worlds biggest economies applied 40 new trade...

japan economy contracts amid decline in exports

Japan’s economy contracted more than expected in the third quarter,hit by natural disasters and a...

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