A.) The market is rationally pricing in a “new normal” with low growth, high demand for long-term pension income, and relatively lower risk in low-cost / high-growth… Read more “Philippines borrows US$2bio at under 4% fixed for 25 years. This means (multiple choice):”
Month: January 2015
Friday Photo: China’s “Cape Canaveral” on Hainan Island
I only recently heard of the new satellite launch center on China’s Hainan island, famous for tropical holiday spots 450 south-west of Hong Kong. One of my… Read more “Friday Photo: China’s “Cape Canaveral” on Hainan Island”
Rising rates predictions remind me of “Don’t worry, Fidel Castro will fall any minute now” – one of my favorite cartoons
For the past two years, I have said that the talk about the imminent rise in G7 interest rates, but especially US interest rates, reminds me of… Read more “Rising rates predictions remind me of “Don’t worry, Fidel Castro will fall any minute now” – one of my favorite cartoons”
Surprisingly evenly growing ASEAN
ASEAN’s Facebook page occasionally posts statistics about how significant ASEAN as a bloc is in the scope of global emerging markets. Collectively, ASEAN houses over 600 million… Read more “Surprisingly evenly growing ASEAN”
Beyond Greater China – the “Greater RICs” at the heart of BRICS
The last post pointed out how China economically (and to a far lesser extend, demographically) dominates the BRICS even more than the US dominates the G8 or… Read more “Beyond Greater China – the “Greater RICs” at the heart of BRICS”
Chart: How China’s Economy became 25% bigger than the other four BRICS combined
As the previous post showed how the US economy still dominates both the G8 and the English-speaking world, today’s chart how China came to dominate the BRICs… Read more “Chart: How China’s Economy became 25% bigger than the other four BRICS combined”
Some perspective on how big the US economy still is
I like to begin the new year, and even many new weeks, with some perspective on “big picture” numbers. As we enter 2015, one of the big… Read more “Some perspective on how big the US economy still is”
The Quant of Asia Pages 