With Caixin China PMI numbers today broadly confirming Monday’s official CCP data, the outlook for China and its neighbors remains bright. The general trends shown in the Caixin PMIs reflect those of Japan and South Korea. Manufacturing held steady or gained slightly across Asia in...
South Korea and Japan are the top two source nations for Chinese imports respectively, and generally they export the same kinds of manufactured goods. With the expected explosion in demand from China’s reopening, both countries stand poised for a trade windfall. However, we could see...
With 30 million daily users, South Korea’s top search engine is focused not on the desktop, but rather the phones in people’s pockets, cars, city streets and shops, aiming to connect people with each other, shopping and entertainment. To do so, the firm relies on...
With each passing month it is becoming more clear that Abenomics is, at least so far, failing to meet one of its critical goals, which is to stimulate exports and bring the country back to a trade surplus. Indeed, the latest trade statistics revealed the...
We began opining on the deflationary impacts of Currency Wars back in January and some of those postulations are now coming to fruition – the latest being that the South Korean CPI today hit a level not seen since the aftermath of the Asian financial crisis....
