October 17, 2019Taiwan
The Fall 2019 Treasury Foreign Exchange Report should send a strong warning to Thailand, Taiwan, and Singapore that their current pattern of intervention in the market would put them at risk of futur…
April 3, 2019Southeast Asia
It has become accepted, among most experts on democracy, and among policymakers, that democracy worldwide is in increasing peril. This year’s Freedom in the World annual report on the state of democr…
March 14, 2019China
How the fragile macro-economic base of China’s external adjustment could intersect with China 2025 and generate a new "China" shock.
October 24, 2018China
There are countries in Asia that could credibly be charged with "manipulating" their currencies. China currently is not one of them.
May 1, 2018Taiwan
The strange case of Taiwan and its life insurance industry.
April 13, 2018Thailand
The U.S. Treasury Department’s next foreign exchange report is due on April 15—so it should come out soon, maybe even tonight. Normally the section on China attracts all the attention. But righ…