While the Trans Pacific Partnership isn’t going to radically change the world, it opens up a number of opportunities. Read More
Pacific Digest
Today’s rate decision doesn’t make international bonds more attractive. Read More
Look past drug cartels to low inflation and thriving businesses. Read More
We won’t get much peace until our central bank makes a move. Read More
Philippines stocks rocket up, China be damned. Read More
Many investors want to get exposure to Pacific Basin economies and markets through mutual funds, believing the difficulties of investing directly in Pacific stocks makes mutual funds a better way to go. So we’ve selected a few indexed and non-indexed funds, taking account of geographical spread, costs and the manager’s… Read More
China’s recent move to devalue the yuan will benefit the nation’s exporters and our portfolio. Read More
Trans-Pacific Partnership negotiations hit a snag, but the deal matters enough to get done. Read More
South Korea is quite rich—it has GDP per capita of $35,277 about 65% of that of the United States, purchasing-power wise. Yet it runs a budget surplus, has positive real interest rates, and has avoided most of the policy errors of the rich world. It also has projected 2015 and… Read More
Its currency competitiveness has led Malaysia to export strength. Read More