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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... 2013-05-01


China

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... 2013-04-18


China

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... 2013-04-05


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China

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... 2013-04-02


Mongolia

BMI View: Headline consumer price inflation (CPI) in Mongolia decelerated to 11.3% year-on-year (y-o-y) in February, the slowest pace recorded in 13 months. Price growth in the capital... 2013-03-28


Mongolia

BMI View: The latest stream of incoming data suggests that Mongolia's economy is on course for a rude awakening in H113. Against this backdrop, a prolonged halt to operations at the... 2013-03-26


China

BMI View: There are many similarities between China's current credit boom and the one that preceded the US financial crisis, from rampant off-balance sheet lending to arcane credit... 2013-03-01


South Korea

South Korea

2013-02-28
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