Asia Confidential's blog

Japan is likely to launch even more QE in early 2014 and a much lower yen may result. That'll have dramatic consequences, perhaps greater than US tapering.

There are increasing signs of deflationary risks in the developed world, suggesting bonds are set for a comeback. 

China has unveiled its most sweeping reform agenda in more than 30 years, but the market impact is likely to be net-negative.

Recent activity in asset markets suggests dangerous bubbles are building everywhere. It's time to bunker down and we look at ways to best protect your capital.

Supermarkets, healthcare and education are next in line for technological upheaval. We look at the best ways to profit from upcoming changes.

The Chinese yuan has reached 20-year highs versus the U.S. dollar. It's a significant development with potentially huge ramifications for China and the world.

Hong Kong's richest are busy offloading local assets which institutions are happy to buy. It's exhibit A why institutional money often represents dumb money. 

We identify the six investment themes that look likely to generate alpha over the coming decade.

There's growing speculation that China will soon announce an overhaul of its financial system to address increasing risks from escalating debt.

Why aren't rising stock markets being greeted with wild celebrations? We think the study of socionomics may offer some clues.

Recent problems in Asia ex-Japan appear solvable. But the time for reform is now if the region's to take the next leap forward in its economic development.

There's a growing view that America's energy boom will result in a higher U.S. dollar in coming years. There are some key holes in the argument though.

The first signs are emerging that the cult-like status given to the world's central bankers is starting to wane, with significant market implications.

Two upcoming events could prove catalysts for a Japanese sovereign debt crisis.

Many high profile investors, economists and companies got burned during China's recent woes. We look at the errors they made and what you can learn from them.