 China-Finances strengthening regulations: President Xi Jinping has declared China’s financial stability a matter of national security. Asia Times’ China Digest reports that Xi’s demands for a strengthening of financial regulatory oversights indicates significant ramifications for the sector, especially for China’s shadow banking industry. READ THE STORY HERE
 India-economy, reform needed: An OECD report says India’s economic growth is a success story blighted by the one-third of young Indians that are underemployed or poorly trained. Seema Sengupta reports that significant structural reform is needed as India is now a test case for whether a high rate of economic growth is on its own enough to alleviate poverty. READ THE STORY HERE
 Beijing-economy, stats decoded: China’s economy generated 18 trillion yuan (US$2.6 trillion) in GDP for Q1, two trillion more than a year ago, equating to a massive “nominal” gain of 11.8%. Yet, explains Steve Wang there is a marked difference between China’s “nominal” GDP growth and its inflation-adjusted “real” growth that has consistently hovered at less than 7% for the last few quarters. READ THE STORY HERE
 China-SEOs, going private: Beijing had approved mixed ownership plans of state-owned enterprises (SOEs) in important sectors such as power utilities, oil, natural gas, railway, telecommunications, the military and aviation. Asia Times’ China Digest reports that the changes, part of a wide ranging central government plan to overhaul SOEs, will see private ownership being introduced through capital injections and organisational restructuring. READ THE STORY HERE
 The Dollar-Euro conundrum: Nations with exchange rates linked to either the dollar or the euro represent about two-thirds of the world economy, meaning the regular fluctuations between their exchange rates brings global financial instability. Sean Rushton argues that when finance ministers gather this month for the International Monetary Fund / World Bank spring meetings, they need to ask what can be done to stabilize instability between the world’s two largest currencies.READ THE STORY HERE
 Dollar not Yuan: Beijing has actively promoted international use of its currency, extending arrangements with foreign central banks, encouraging trade settlement in yuan and pushing its stock and bond markets to foreign investors. However, writes Tom Buerkle, according to the IMP, in the fourth quarter of 2016 the yuan still only accounts for just over 1% of global foreign-exchange reserves and remains insignificant when compared to the reserves of $1.6 trillion worth of euros and $5.1 trillion of US dollars. READ THE STORY HERE Asia’s soaring equities: Asian equity markets have been world-beaters so far this year as global investors unwind record positions in the US dollar and pump the proceeds into cheaper, higher-yielding assets throughout the region reports Nick Westra . The MSCI Emerging Markets Asia Index surged 14.3% this year through March 29, outpacing a 6% gain in MSCI World, and the corresponding benchmarks for China, India, Korea, Singapore and Taiwan all notched double-digit gains.READ THE STORY HERE
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BRAD SETER FOLLOW THE MONEY
US-CHINA TRADE WAR EXAMINED
TRADE WAR DIARIES
CROSS BORDER CAPITAL FLOWS
THE CHINA DIGEST
WHAT WILL INDIA LOOK LIKE IN 2025
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