Asia Confidential's blog

Rogers tells us he's buying Chinese financials, remains long the yen and thinks gold could be going much lower.

India has long been an economic laggard to China but that may be about to change.

More stimulus is coming and when combined with rising wages, it should push inflation higher. But this risks a bond market rout.

Market consensus is that deflation remains the greatest threat to the global economy. But that's ignoring signs of impending inflation, particularly in the US.

South Korea stands out as a buying opportunity amid the indiscriminate emerging markets sell-off.

Yuan volatility is part of a major rebalancing of global trade. The next phase of EM turmoil will involve banking crises in several countries including China. 

New figures show China's credit bubble continues to grow. President Xi Jinping hasn't done nearly enough to arrest the bubble and needs to act fast.

Gloomy commentary on the world's ageing population appears overdone. We look at key silver linings and the significant investment opportunities ahead.

The 2008 crisis never ended as issues of excess credit and economic imbalances were never resolved. Turkey is the latest installment in the rolling crisis.

Despite the claims of shale oil boosters, the era of cheap energy is over and it's likely to weigh on economic growth in the years ahead.

Frontier markets offer some of the best investment opportunities over the next decade. We like Vietnam which is recovering after a massive credit bust.

Rising U.S. inflation expectations ... suggesting inflation is around the corner. But we're not buying it just yet.

All signs point to serious trouble for the Chinese economy. The best ways to play a China downturn: short-selling Australian banks, China property and the yuan.

We think not as increasing signs of corporate distress in China will weigh on emerging market growth.

One of the singular best investment strategies is to buy assets/asset classes which are most reviled by investors. Right now, junior gold miners fit the bill.