Frederic Neumann: News & Insights

China's rebound will not be universal cure for growth malaise

Many economies will feel little positive impact or even be squeezed

Deep and potent forces are at work

Monetary and trade cycles are no longer aligned

Declining flow of new orders points to a harsher reality

Important to distinguish between cost-push and demand-pull pressures

Getting the balance right between supporting the recovery and avoiding calamity

Cost of inaction is much higher than putting too much money into system

For Asian neighbors, mainland consumers and tourists will offset weakening US demand

Governments must focus on domestic growth and liberalize to revitalize economies

Rising US rates may not trigger financial shocks but will hit growth

Weak greenback insulates region from US rate hikes but that may not last

Recent moves suggest regional trade pact may revive, but can it thrive?

Regional economy feels pull of both China and US Fed

As monetary tightening gains pace, region must reform for sustainable growth

Despite tough campaign talk, the new US president could surprise Asia with a pragmatic approach

Regional governments must not let politics hinder crucial structural reforms