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. This includes online access to the latest analysis, a 24-month searchable archive, and PDF access to the monthly Monitor reports.
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North Korea / Economy
BMI View: North Korea's submission of 18,000 pages of documents detailing its nuclear programme to the US should relieve external pressure on Kim Jong Il's regime in the near term. However, it is as yet unclear whether the documents cover Pyongyang's covert uranium enrichment programme, and we continue to have doubts that the regime will ever give up its nuclear weapons.
2008-05-12South Korea / Economy
Tensions on the Korean peninsula have risen in the past month as Pyongyang tested short-range missiles and expelled South Koreans from the inter-Korean business zone in Kaesong. We...
2008-04-11Economy
Vice president-elect Vincent Siew travelled to the Chinese island of Hainan on April 11 to attend a business forum, in what will be an initial gauge for the prospects of a rapprochement...
2008-04-11Business & Industry
South Korea
Two recent developments have put South Korea's business environment in the spotlight. Firstly, the National Assembly has revised its tax law to close a loophole that has allowed foreign...
2006-05-16Hong Kong
Hong Kong's pro-democracy legislators have welcome a rare invitation from the Chinese government to visit the mainland. BMI View: The decision is being seen as a sign that Beijing...
2005-09-06China
Chinese textile exports to the US have boomed since the expiry of textile quotas at the end of last year. BMI View: This has lead to growing pressure from the manufacturing groups...
2005-03-16China
Chinese textile exports to the US have boomed since the expiry of textile quotas at the end of last year. BMI View: This has lead to growing pressure from the manufacturing groups...
2005-03-16South Korea
Tensions on the Korean peninsula have risen in the past month as Pyongyang tested short-range missiles and expelled South Koreans from the inter-Korean business zone in Kaesong. We...
2008-04-11Vice president-elect Vincent Siew travelled to the Chinese island of Hainan on April 11 to attend a business forum, in what will be an initial gauge for the prospects of a rapprochement...
2008-04-11Thailand
Government and industry officials reaffirmed the 8.75-9.00 mn tonnes export target on April 5, thus shedding fears among rice importers that Bangkok would follow the lead of Egypt,...
2008-04-11China
The signing of a free trade agreement (FTA) with New Zealand has become the first such trade treaty between China and a developed economy. Under the terms of the deal, New Zealand...
2008-04-10South Korea
BMI View GDP growth in 2007 came in at 4.9%, slightly below our 5.0% forecast. We maintain our 5.1% forecast for 2008, but acknowledge considerable downside risks as South Korean...
2008-04-11China
China's business climate index fell sharply in Q108 'due to the impact of the sudden weather storms and the global economic slowdown', according to the National Bureau of Statistics....
2008-04-10Hong Kong
Despite exports rising by a faster-than-expected 7.6% y-o-y in February, the outlook for Hong Kong's merchandise trade remains increasingly uncertain, as weakness across the territory's...
2008-04-10China
We are forecasting the yuan to rise by 9.0% against the dollar in 2008, but building domestic imbalances - largely as a result of the country's undervalued currency - have prompted...
2008-03-25North Korea
BMI View: North Korea's submission of 18,000 pages of documents detailing its nuclear programme to the US should relieve external pressure on Kim Jong Il's regime in the near term....
2008-05-12South Korea
BMI View: We believe the parliamentary elections on April 9 accorded President Lee Myung-bak with a firm mandate to pursue economic reform. Lee's most ambitious expenditure plans...
2008-04-10South Korea
BMI View: We believe the parliamentary elections on April 9 accorded President Lee Myung-bak with a firm mandate to pursue economic reform. Lee's most ambitious expenditure plans...
2008-04-10BMI View: We see a marked improvement in cross-Strait relations and Taiwan's business environment going forward as the next president is likely to scale back regulatory restrictions...
2008-03-06
