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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South Korea / Economy
BMI View: South Korea's current account dipped into deficit in January for the first time since January 2009. The shift from a US$1.5bn surplus in December to a US$0.4bn deficit was due to exceptionally cold weather driving up energy consumption and a fall in the exports of ships. We believe that South Korea's current account position will return to surplus in the months ahead,...
2010-03-04Taiwan / Economy
BMI View Taiwan's foreign exchange reserves hit a record US$350.7bn at the end of January, up US$2.5bn from the previous month. Despite having a population of only 23mn, Taiwan maintains...
2010-02-08Taiwan / Economy
Highlighting the rapid rebound seen in Taiwan's economy through H209 was December's industrial production figure - which came in up 47.3% y-o-y following a 31.5% y-o-y gain notched...
2010-02-08Country Risk Rating
Taiwan
Highlighting the rapid rebound seen in Taiwan's economy through H209 was December's industrial production figure - which came in up 47.3% y-o-y following a 31.5% y-o-y gain notched...
2010-02-08South Korea
President Lee Myung-bak attended a Korea-India summit in New Delhi on January 25, in our view enhancing South Korea's regional profile. President Lee and Indian Prime Minister Manmohan...
2010-02-05China
Organised crime is posing a growing challenge for the Chinese government. Gangsterism is becoming increasingly rife, and criminal groups are said to be spreading their influence into...
2010-02-05Hong Kong
A top Chinese official in Hong Kong has raised the stakes in the debate over democracy in the Special Administrative Region (SAR). Peng Qinghua appealed for pro-democracy protests...
2010-01-07South Korea
BMI View: South Korea's current account dipped into deficit in January for the first time since January 2009. The shift from a US$1.5bn surplus in December to a US$0.4bn deficit...
2010-03-04Taiwan
BMI View Taiwan's foreign exchange reserves hit a record US$350.7bn at the end of January, up US$2.5bn from the previous month. Despite having a population of only 23mn, Taiwan maintains...
2010-02-08Hong Kong
We have bumped up our average consumer price inflation forecast for Hong Kong for 2010 to 2.5% from 1.8% previously, but we are comfortable sticking to our below-consensus end-year...
2010-02-05South Korea
BMI View: South Korea's record breaking US$42.7bn current account surplus in 2009 helped its economy bounce back from the jaws of recession. While we expect further export gains...
2010-02-05North Korea
BMI View: North Korea's currency reforms in December have raised speculation that public anger could lead to unrest. However, we believe the regime has a sufficiently formidable security...
2010-01-06Hong Kong
Despite the sluggish progress made on universal suffrage, and the recent rise in discontent over spiralling property prices, we see few risks to political stability over the medium...
2009-11-05North Korea
BMI View: A new summit between the two Koreas, rumoured to be under discussion, would be symbolically important, but we would not expect it to persuade the North to denuclearise....
2009-10-29North Korea
BMI View: Reports that North Korean leader Kim Jong Il has halted preparations for his third son Kim Jong Un to succeed him raise new uncertainties about the country's future leadership....
2009-10-01
