Nobel laureate Robert Mundell doesn’t think a significant appreciation of the renminbi is the way to go.
The World Bank believes China is moving along just nicely. With a few more policy adjustments in place investors shouldn’t need to worry.
RGE Monitor believes the US will hold off a bit longer to brand China a currency manipulator. There are too many common interests at stake.
Pros and cons of further yen strength against the US dollar.
Regulatory changes are expected to boost M&A activity in Japan from May 2007 onwards.
DBS questions the rationale behind China’s surprise interest rate hike.
So far, Asian countries can pat themselves on the back for not letting higher priced oil spoil the party again. The Asian Development Bank has some concerns though.
Downside risks appear limited for Thailand’s economy, even with interest rates expected to rise.
Japan is far from the only one in Asia facing future challenges because of an ageing population.
India today offers some good news and some risks. DBS believes the main message remains positive.