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
The ruling Grand National Party (GNP) has renamed itself the Saenuri Party in a bid to improve its election fortunes ahead of legislative elections in April. Following the emergence of a number of scandals, the party's recent defeat in Seoul's mayoral elections and a widening wealth disparity in the country, public confidence in the Saenuri Party has been waning. While the party...
2012-02-03Hong Kong / Economy
The recent uptick in Hong Kong's Q411 real GDP growth is likely to reverse in the first half of 2012. Weakening external demand conditions should see Hong Kong's exports take a hit....
2012-02-02North Korea / Economy
BMI View: North Korean leader Kim Jong Un's exiled elder half-brother Kim Jong Nam has made comments highly critical of the younger Kim and the system over which he presides. This...
2012-01-24Country Risk Rating
South Korea
The ruling Grand National Party (GNP) has renamed itself the Saenuri Party in a bid to improve its election fortunes ahead of legislative elections in April. Following the emergence...
2012-02-03South Korea
Stability on the Korean Peninsula has been called into question following the death of North Korea's dictator Kim Jong Il. Although his son Kim Jong Un appears to be taking over, the...
2012-01-06Taiwan
Incumbent president Ma Ying-jeou of the Kuomintang heads into the final election days with a considerable lead over main opposition Democratic People's Party Tsai Ing-wen in the final...
2012-01-06South Korea
Independent candidate Park Won-soon won Seoul's mayoral election, striking a hard blow to the ruling Grand National Party (GNP) ahead of parliamentary elections in early 2012. Seoul's...
2011-10-28Hong Kong
The recent uptick in Hong Kong's Q411 real GDP growth is likely to reverse in the first half of 2012. Weakening external demand conditions should see Hong Kong's exports take a hit....
2012-02-02China
We expect to see all measures of Chinese inflation receed in 2012, continuing the trend exhibited in H211. This should allow the People's Bank of China (PBoC) to cut interest rates...
2012-01-05China
We have long-warned that expectations of yuan appreciation are not fundamentally supported, and back in October, we called for the yuan to be re-pegged to the US dollar as the economy...
2011-12-14Taiwan
Taiwan's industrial and trade activity exhibits clear signs of slowing. Industrial production and exports are unlikely to hold up in the coming quarters as a retardation in global economic...
2011-09-28North Korea
BMI View: North Korean leader Kim Jong Un's exiled elder half-brother Kim Jong Nam has made comments highly critical of the younger Kim and the system over which he presides. This...
2012-01-24North Korea
BMI View: Kim Jong Un's appointment as Supreme Commander of the North Korean People's Army (KPA) confirms that he is on track to succeed his late father Kim Jong Il in other formal...
2012-01-03China
Anecdotal evidence suggests there is a growing tendency among China's elite to shift their assets overseas as the economy faces the potential for a recession and political tensions...
2011-12-20North Korea
BMI View: 2012 looks set to be a busy year for the Korean Peninsula, owing to several major politically significant anniversaries in the North, elections in the South and the US,...
2011-11-22
