Category: Asia

China, Finance and Markets

Boom to Bust: The Implications of China’s Real-Estate Crisis

Overview China’s economic boom over the last three decades has been well documented; its gross domestic product (GDP) grew at an average rate of 9% annually between 1989 and 2022 and is forecasted to overtake the American economy by 2035 according to Goldman Sachs. But economists frequently overlook a major vulnerability of the Chinese economy: its fragile real-estate industry. For decades, China’s economy has been … Continue reading Boom to Bust: The Implications of China’s Real-Estate Crisis

Keshav HajarnavisLeave a comment
Asia, Development

From Emerging Giant to Economic Titan: India’s Journey to #5

In the final quarter of 2021, India overtook the UK and became one of the world’s top 5 largest economics (amongst powerhouses such as the US, China, Japan, and Germany). Now the country is projected to be the 3rd largest economy by 2027 ($5.4 trillion GDP by 2025) and has the largest population, overtaking China in April 2023. It is interesting to witness how a former … Continue reading From Emerging Giant to Economic Titan: India’s Journey to #5

Shreyas Veturi1 Comment
Business and Technology, China, International, US

The Second Space Race

“We choose to go to the Moon in this decade and do the other things, not because they are easy, but because they are hard”. Those were the words of John F Kennedy in 1962 at the dawn of the Space Race. In the previous year, the USSR had shocked the world by sending the first man into space. Uncle Sam was worried that his dominance was being … Continue reading The Second Space Race

Sachin Thakrar1 Comment
Asia, Finance and Markets

The Asian Financial Crisis

The 1997 Asian financial crisis was one of the most devastating economic periods since records began, gripping Southeast Asia for most of the late 1990s.  Originating in Thailand in July 1997, this crisis rapidly spread to many other countries with a ripple effect, demonstrating the impact of financial contagion. Nicknamed the Tom Yam Kung crisis (a hot and sour shrimp soup which is seen as representative … Continue reading The Asian Financial Crisis

montyjux1Leave a comment
Asia, Chart of the Month, Finance and Markets

Chart of the Month – July 2023

July’s chart of the month shows how Japanese stocks have performed since COVID. In 2023 alone, the Nikkei 225 has grown by 30%, triple that of the S&P 500, and far exceeding the growth of most European indexes. The Nikkei is now only 20% off its peak in 1990, growing 6% in June. Investors must ask: have Japanese stocks at last recovered from a 30-year … Continue reading Chart of the Month – July 2023

thomasbpotterLeave a comment
Business and Technology, Chart of the Month, China

Chart of the Month – June 2023

June’s Chart of the Month highlights the stagnation in China’s manufacturing output after the pandemic. When China unexpectedly reopened at the beginning of 2023, many analysts expected an immense recovery. However, their forecasts have been disproven, particularly regarding China’s manufacturing activity, which has fallen after a slight increase (an index score below 50 indicates a contraction).  This is not because of a stunted reopening, but a … Continue reading Chart of the Month – June 2023

Sean TanLeave a comment
Business and Technology, China, International

Tencent: The King of Video Games

Tencent is not only the world’s largest game company; it also controls large shares of important markets in China such as music, social media, and films. Since April 2021, Tencent’s stock has seen a slow downward trend, falling from its highest closing price of HKD 757.00 on 14/2/2021 to HKD 266.40 as of 9/30/2022. This has been driven by anti-monopoly laws recently published by China, … Continue reading Tencent: The King of Video Games

EtonomicsLeave a comment
China, Development

Chinese Economic Growth, Against All Odds

Today, China is an economic powerhouse with the second highest nominal GDP (after the USA) and the highest GDP PPP (when GDP is adjusted for prices in a country) in the world. Yet just over 40 years ago, in 1981, it had a nominal GDP lower than that of Canada, a country that had a population 40 times smaller than it. The nominal GDP per … Continue reading Chinese Economic Growth, Against All Odds

EtonomicsLeave a comment
Asia, Development

South Korea – Miracle on the Han River

The Korea of the early 20th century is unrecognisable compared to the South Korea we know today. During the first half of the 1900s the Korean economy was underdeveloped, lacking proper infrastructure, had limited industry, and was still an economy that was largely dependent on agriculture. The majority of the population was involved in farming, but they generally used outdated equipment resulting in low farming … Continue reading South Korea – Miracle on the Han River

Benji BushnellLeave a comment
China, International, US

Trade Wars: Explained

Often hailed as the most influential economist ever, Keynes regularly imparted wisdom that shook the foundations of modern economics. His off-hand remarks are now cemented in history, and he is frequently quoted by modern economists and journalists. One of the issues he was very passionate about was the necessity of free trade amongst countries, even going as far as calling protectionism (the opposite of free … Continue reading Trade Wars: Explained

Tanish NavamaniLeave a comment