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China & North East Asia

The China & North East Asia Monitor service provides subscribers with systematic political risk assessment, economic forecasts and business analysis for China, Hong Kong, North Korea, South Korea and Taiwan.

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Latest Stories

South Korea / Economy

South Korea's industrial production expanded for the twelfth consecutive month. Output grew by 16.9% y-o-y and 1.4% m-o-m in June, following revised growth figures of 21.7%y-o-y and 2.7% m-o-m in May.

2010-08-02

Taiwan / Economy

Taiwan's unemployment rate edged up slightly in June to 5.16% from 5.14% in May. The increase was partly attributed to the graduation season. In contrast, the seasonally-adjusted figures... 2010-08-02


China / Economy

The Chinese yuan's short-term appreciatory trend against the US dollar appears to have come to an end, despite the recent weakness of the dollar. The CNY/US$ exchange rate now stands... 2010-08-02


Country Risk Rating

Taiwan

Taiwan saw industrial production up 30.7% y-o-y in May, down slightly from a 32.0% y-o-y increase in April. While y-o-y figures are set to continue moderating as low-base effects diminish,... 2010-07-06


China

Australia and China have signed new deals worth US$8.8bn and pledged to push for a free trade agreement at an early date in an effort to boost their economic relations. Former Australian... 2010-07-02


Hong Kong

Around 52,000 people took part in the July 1 annual march for democracy, with demonstrators calling for universal suffrage and an end to functional constituencies. The turnout was reported... 2010-07-02


India

The Indian government is proposing a package worth approximately INR34bn (US$733.68mn) under its development agenda to tackle the threat from the Naxalite insurgency. The amount will... 2010-06-30

Economy

South Korea

South Korea's industrial production expanded for the twelfth consecutive month. Output grew by 16.9% y-o-y and 1.4% m-o-m in June, following revised growth figures of 21.7%y-o-y and... 2010-08-02


Taiwan

Taiwan's unemployment rate edged up slightly in June to 5.16% from 5.14% in May. The increase was partly attributed to the graduation season. In contrast, the seasonally-adjusted figures... 2010-08-02


China

The Chinese yuan's short-term appreciatory trend against the US dollar appears to have come to an end, despite the recent weakness of the dollar. The CNY/US$ exchange rate now stands... 2010-08-02


Hong Kong

Hong Kong's annual inflation rate rose to 2.8% y-o-y in June, up from 2.5% y-o-y in May. This is in line with our expectations of a strong H110 showing for Hong Kong. However, we expect... 2010-07-30

Political Risk

North Korea

BMI View: We believe that internal rivalry among North Korea's key power-holders and their organisations will increase over the next few years, as they jockey for influence in preparation... 2010-07-29


North Korea

BMI View: North Korea's planned succession of leader Kim Jong Il by his son Kim Jong Un appears to be firmly in motion. However, we continue to believe that even if the younger Kim... 2010-06-29


South Korea

The Grand National Party's (GNP) lacklustre performance in the June 2 local election bodes badly for the party's prospects in the national and presidential elections scheduled for... 2010-06-03


China

BMI View: The forthcoming session of North Korea's Supreme People's Assembly may give clues as to internal power dynamics relating to Kim Jong Il's succession. Also worth watching... 2010-03-30

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