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, Mongolia and Taiwan.
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Taiwan / Economy
Mid-April saw Chinese 'big four' lender Industrial & Commercial Bank of China (ICBC) announce plans to make the first investment by a mainland Chinese bank in a Taiwanese lender. ICBC is set to snap-up 20% of Bank SinoPac after a recent regulatory change raised the ceiling for Chinese investments in Taiwanese financial institutions as cross-strait integration deepens. Broadly...
2013-05-02South Korea / Economy
North Korea's often extreme rhetoric and perplexing behaviour is ultimately aimed at regime survival, which requires the aura of military strength. However, there is a risk that the...
2013-05-02Hong Kong / Economy
Stable political ties between the SAR and Beijing and the latter's sanction of the city's free-market mechanics buttress Hong Kong's sanguine business environment outlook. Given the...
2013-05-02Economy
North Korea
BMI View: North Korea's disruption of activities at the Kaesong Industrial Complex, which is jointly run with the South, is threatening the zone's existence. Pyongyang's actions are...
2013-05-01China
BMI View: China's net external assets have fallen as a share of GDP over recent years, from a peak of 34.0% in 2007 to 21.4% in mid-2012 (the latest data available). Even in absolute...
2013-04-18China
Chen Dongqi, the deputy head of China's National Development and Reform Commission's macroeconomic research institute, has said that authorities are likely to increase interest rates...
2013-04-05China
For several months now BMI has been calling for a bounce in China's real economy (see 'Growth: Upside Risks Amid Structural Downturn', November 12 2012). As we saw it, Beijing's renewed...
2013-04-02China
Despite the strength of China's central government, the new leadership of President Xi Jinping faces multiple constraints on its ability to deliver potentially painful economic and...
2013-04-18North Korea
BMI View: Despite a sharp increase in North Korea's aggressive rhetoric, we do not believe that Pyongyang is seeking war with the South – although there is a significant risk...
2013-04-02China
Despite the fact that China is ushering in a new generation of leaders at the inaugural 12th National People's Congress, we believe that the government is unlikely to pursue a dramatically...
2013-03-12North Korea
BMI View: North Korea is maintaining its hardline 'military-first' policies, as evidenced by its February 12 nuclear test, and leader Kim Jong Un's recent focus on the armed forces....
2013-02-28
