The Asia Economist
Michael SpencerA newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Subscribers | Read | theasiaeconomist.substack.com |
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Talking points
#### More details emerge on China’s stimulus and property support
Talking points
It was a mixed week in equities last week as disappointment about a perceived lack of follow-through on promised fiscal stimulus in China saw China and Hong Kong markets sell off while Taiwan, Japan, Thailand and Vietnam all posted large ga...
Talking points
#### Strong US data and Ishida’s reversal on rates dominated last week
Talking points
(I’m in Hong Kong for the next three weeks; reach out if you’d like to meet up.)
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Authors
The writers behind this newsletter.
I've been following Asian economies and financial markets for 30+ years, first at the IMF then for 25 years at Deutsche Bank where I was Asia Chief Economist and Head of Research.
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