Tag: China
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Malaysia Portfolio Investment Calls and Stock Market Update (20 May 2020)
Disclaimer: This research should be used purely for informational purposes and is my own personal opinion. I bear no responsibility to whatever investment decisions taken by anyone with regards to this research. The Kuala Lumpur Composite Index (KLCI) today was up by 0.8% to end at 1435 points. Markets in…
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Is Addressing Bilateral Trade Balances the Right Step to Improving Competitiveness?

I find myself thinking a lot on trade balances issues, its implications for a country’s consumption, export and import sectors. Martin Feldstein puts it nicely in this article here by saying “Politicians and economists view trade imbalances very differently. Economists emphasize that the total US trade deficit with the rest of the…
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The US Current Account Deficit – Is it China’s fault?

The current account or trade balance, a touchy subject for the US for a long time. As usual with numerous presidents before Trump, Trump blames current account surplus countries like China, Germany and many developing countries for America’s current account deficit which Jeffrey Sachs described Here. The main points Jeffrey Sachs…
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Why Ali Baba chose Malaysia over Singapore? – A Political Perspective

I am sure everyone has heard about the relationship Jack Ma has with the Malaysian government. He is the digital adviser to Malaysia’s digital economy and has signed an MoU with the Chinese and Malaysia government to connect e-hubs under the Electronic World Trade Platform. The reason I am writing…
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China’s Fixed Exchange Rate – How does PBOC Maintain it?

An article emerged recently from Bloomberg which you can find here which talks about the rising outflows of yuan from China. As you may have heard, China is actually trying to “internationalise” its Yuan, meaning to make it comparable to the currency big boys like the USD, EURO and Yen as…
