Public Post China – still no sign of property momentum After a clear improvement from September, property price deflation since December has settled at an annualised pace of around -1.5%. Sluggish mortgage lending isn't pointing to a further recovery from here. On these official data, average prices are now down 6% from the peak in 2021.
Public Post Taiwan – the macro case for the TWD A video bringing together the arguments I have been making for the last few months on how the economic factors that that helped anchor the TWD in its tight 28-33 range from the late 1990s are now changing.
Public Post Taiwan – TSMC, Trump and the TWD I can't claim to have expected the 10% surge in the TWD in the last couple of days. But I have been arguing for a while that the risks of a structural appreciation of the currency were real and rising. This is a brief presentation from March that highlights the issues.
Public Post Asia – free resource for tracking East Asian economies A new tool to view, chart and download macro data for the region
