Advertisement
Anthony Rowley
Anthony Rowley is a veteran journalist specialising in Asian economic and financial affairs. He was formerly Business Editor and International Finance Editor of the Hong Kong-based Far Eastern Economic Review and worked earlier on The Times newspaper in London
Anthony Rowley is a veteran journalist specialising in Asian economic and financial affairs. He was formerly Business Editor and International Finance Editor of the Hong Kong-based Far Eastern Economic Review and worked earlier on The Times newspaper in London
Unlike stock markets, bond markets are signalling a more cognisant and mature appreciation of the state of government finances.
Too much money is chasing too few investment opportunities. Unified bond markets in Europe and Asia could offer safe options for savings to flow into.
Hype around AI and some tech companies has inflated stock prices and left investors ebullient despite the rising risk of a market crash.
As Tokyo seeks to boost its economic security, policymakers are tapping into household wealth and assets to advance industrial ambitions.
Advertisement
From energy, inflation and trade to slowing global growth and investment uncertainty, these mini-crises have the makings of a massive crisis.
For all the talk of market resilience, too much portfolio investment is chasing too few real-world investment areas.
Japanese authorities are promoting the domestic corporate bond market as an alternative for firms seeking funding without losing control.
By attacking Iran, the US has put the global economic order in jeopardy.
Two apparent anomalies stand out in recent market movements – the rising dollar and falling gold prices.
From tariffs to supply chain disruption, Asian economies reliant on energy imports find themselves cornered between compounding crises.
The war on Iran could prompt middle powers to go beyond forming coalitions independent of the US and align more openly with China.
As Washington fights a war with global economic ramifications, allies may soon begin to reassess their financial support of US coffers.
Markets have so far shrugged off wars and trade conflicts, but the rapid rise of already massive debt should alarm investors.
Trump’s use of tariff threats to strong-arm foreign governments, companies and investors into funding US projects should be resisted.
The fiscal and monetary policies of advanced economies have global repercussions, and Takaichi’s expansionary fiscal agenda risks market pushback.
Attempts to develop financial centres must go beyond luring global capital and talent.
The two leaders’ moves into economics despite their lack of knowledge threaten to further destabilise global finance and inflate debt levels.
A lower house election victory would give flight to Prime Minister Takaichi’s fiscal expansionism – and introduce upheaval far beyond Japan.
More attention needs to be paid to the state of US and global finances.
US funding of multinational bodies seems to be keeping their critique muted. The power of the purse should not ensure immunity from criticism.
Family firms, the backbone of the Asian economy, have tended to be reluctant to go public but are increasingly open to private equity funding.
The desire for economic growth and military might is driving the world towards conflict while devaluing concepts such as mutual respect and peaceful coexistence.
The dash towards AI might become a rout as the public rebels against the environmental costs while investors worry about the returns.
The emphasis on securing supply chains and stockpiling critical resources is no substitute for free and open trade and investment.
The increase in government debt means that nations must look elsewhere for funds required to meet socioeconomic needs.
With hyperinflated sectors across multiple asset markets, the next crash could be so severe that it prompts a restructuring of global finance.
The politics around digital currencies have extended into the long-running battle for supremacy between the world’s major currencies.
China’s central and local governments and state entities are willing to issue or guarantee green bonds on a scale unmatched elsewhere.
It is the tech sector’s projected spending that points to trouble ahead. Are investors prepared to wait for the return on their investment?
