17 April 2018 As with any disputed relationship, there are three sides to every story: my version, their version, and the truth. So it is with the deepening Sino-American bilateral trade conflict. In order to reach a workable resolution to the current dispute (which I fully expect), policymakers on both sides need to consider the [...]
2 November 2017 Despite the flare up of dangerous geopolitical risks, Asian assets have performed exceptionally well in 2017. Indeed, after years of underperformance, the 28% gain in Asian equity markets is twice that of the S&P500. Likewise, shrugging off initial concerns after last year’s US election, most of the region’s currencies have appreciated handsomely [...]
Peterson IIE Trans Pacific Paternership
IMF Asia Outlook May 2017