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Global real rate still negative, but divergence between countries

by Bill | Feb 27, 2013 | Asia, Emerging Markets, Global Economy, UK

The aggregate real global policy rate is still  firmly negative due to the commitment to low interest rates in the major G4 economies, Still, we are seeing notable divergence between countries.   Emerging economies largely remain among the economies with positive...

Japan Edges Towards the Cliff

by Bill | Nov 2, 2012 | Asia, Fiscal Policy, Global Economy, Japan, Monetary Policy

The Japanese economy continues to weaken and a recession is now the main consensus. The country’s trade balance, which was long in surplus, is now moving deeper and deeper into deficit and the third quarter numbers almost certainly will show contraction, and these are...

South Korea set to become increasingly export dependent due rapid population ageing

by Bill | Oct 15, 2012 | Asia, Demographics, Emerging Markets

South Korea is still being touted as an emerging market, but this is increasingly becoming a misnomer.  The country’s demographics are now increasingly negative and the South Korean society is in the throes of a long and painful economic and demographic...
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