Politics
China Update: Reflecting on the Trump-Xi Summit
written by Nikolai Tagarov on April 06, 2017
An update on China after the Trump - Xi Summit
The Lalcap India Report - April 2017
written by Deepak Lalwani on April 10, 2017
Deepak's April issue of the India Report
30 January 2017 India Report
written by Deepak Lalwani on January 30, 2017
Deepak's January 2017 issue of the India Report
February 3 2017 India Report
written by Deepak Lalwani on February 03, 2017
Deepak's February 2017 issue of the India Report
17 March 2017 India Report
written by Deepak Lalwani on March 17, 2017
Deepak's March 2017 issue of the India Report.
Trump Starts Out with Good Economy (But Bad for Him)
written by Michael Lewis on February 10, 2017
FMI’s commentary on business cycle implications for the Trump presidency (and vice versa)
Obama Gets More Credit -- and More Blame -- than He Deserves
written by Michael Lewis on January 20, 2017
FMI’s commentary on the Obama administration’s economic performance and likely implications for President Trump.
The Oriental Economist Report - January 2017
written by Richard Katz on January 06, 2017
Richard Katz's January issue of the Oriental Economist includes reports on Why Japan Needs Boost in Productivity - Risk of Zero Per Capita Growth, The Abe-Putin tête-à-tête without Notetakers - “Secret Understanding”, and No Equivalent to Trump or Le Pen or Brexit - Why No Populism in Japan?
Trump Dilemma on NAFTA - Part 1
written by Richard Katz on November 28, 2016
In his latest alert, Richard reports that Trump’s dilemma is that voters won’t like consequences of what they asked for: withdrawal from NAFTA and high tariffs against China would cause enormous dislocation for firms producing in the US; 40% of all US imports from Mexico consists of US content embodied in Mexican goods and the blue states that Trump turned red in this election, some by very thin margins, are very dependent on both exports to NAFTA and China, and imports from them.
Trump's Dilemma - Balancing Promises to Suppoerters with Need to Avoid Recession
written by Richard Katz on November 22, 2016
Key points: - If Trump fulfills plans to deport 11 million illegal aliens, launch trade war with China and Mexico, and perhaps withdraw from NAFTA, it could spark serious recession - But failure to take action could lead supporter to regard him as another phony - Stock market and most economists are betting Trump will not fulfill these plans - His big tax cuts are seen as bullish: stimulus to economy from tax cuts will more than offset drag caused by rise in interest rates and the dollar - Economists still a bit higher growth under Trump than Clinton in 2018 (2.3% vs. 2.0%) - Dollar index vis-à-vis all trading partners has spiked to 15-year high, including weakening of yen back to ¥110/$ - Reason is widening gap between US and Japanese interest rates
