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Archive for the Asian Economy Category

Fareed Zakaria GPS – CNN 10-11-15

Salient to Investors: Fareed Zakaria said: We cannot solve Afghanistan without recognizing Pakistani army support for the Taliban. No counter-insurgency has ever succeeded where the rebels have a safe haven, so until this is dealt with, the Taliban will never be defeated. Pakistan pretends to help the US while supporting its most

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Fareed Zakaria GPS – CNN 03-08-15

Salient to Investors: Fareed Zakaria said: Netanyahu’s alternative to the Iran nuclear deal is divorced from reality – his predictions about Iran’s nuclear threat have been wrong for 25 years. Without a nuclear deal, Iran in 10 years will have 50,000 centrifuges, massive stocks of highly enriched uranium, new facilities, thousands of

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Fareed Zakaria GPS – CNN 03-01-15

Salient to Investors: Fareed Zakaria said: Ookla Net index ranks the US 27th in broadband download speed. New America says the majority of US Internet customers pay more than their counterparts in Europe and Asia. Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ or read the full transcript at http://www.cnn.com/TRANSCRIPTS/1503/01/fzgps.01.html

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Japan’s Recession Is Worse Than We Thought—but Abe Will Still Win Big – BloombergBusinessweek 12-08-14

Salient to Investors: Taro Saito at NLI Research Institute said the latest economic report reflects a pretty bleak picture of Japan’s economy. Jeff Kingston at Temple University Japan said Abe is fortunate enough to be up against a politician who is extremely uninspiring and who represents a party not ready

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Goldman Sees Global LNG Projects at Risk as Demand Growth Slows – Bloomberg 10-01-14

Salient to Investors: Mark Wiseman et al at Goldman Sachs said: LNG projects in Africa, Canada and Australia face delays or cancellations as global demand slows, US output increases, nuclear reactors restart in Japan, China’s success in shale-gas E&P, and economic conditions in ASEAN. Global demand will compound at 5%

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Apple Looks to Status-Hungry Vietnam for Growth: Southeast Asia – Bloomberg 07-16-14

Salient to Investors: Tim Bajarin at Creative Strategies said one of Apple’s biggest moves is in Southeast Asia, given Android has passed Apple in smartphones and has made huge strides in tablets in 2014. Gartner said Android smartphones comprised 78 percent of the global market in 2013 versus 66 percent

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Pimco Says External Growth May Lift ‘Not Stellar’ Asia – Bloomberg 12-17-13

Salient to Investors: Ramin Toloui at Pimco said: Asian growth is stabilizing but not stellar but may receive a boost in 2014 as developed markets accelerate. Asia’s trajectory will continue to be shaped critically by the growth path in the U.S. and Europe China’s growth in the next decade requires

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Irrational Exuberance Overtakes Asia – Bloomberg 12-12-13

Salient to Investors: William Pesek is  writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural

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Gen Re’s Gilbert Says Fed Sets Up Stocks for a Decline – Bloomberg 12-03-13

Salient to Investors: John Gilbert  at General Re-New England Asset Mgmt, a unit of Berkshire Hathaway, said: Fed policy has lifted stocks but has created systemic risk in the world financial system for which they take little responsibility, because what happens outside the US is not their assignment. A slowdown

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Xi Jinping Overreaches in the East China Sea – Bloomberg 11-28-13

Salient to Investors: William Pesek writes: China’s declaration of a vast air defense identification zone belies all the talk of its peaceful, magnanimous rise as a world power. A tiny accident or miscalculation in the skies above the disputed islands could easily spiral out of control, dragging Washington into a

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