Paul Cavey
www.eastasiaecon.com
Yen at 1970s Lows: Is a Stronger Japanese Currency Still Possible?
Why Taiwan Boomed in 2025 and Why Korea Could Be Next (AI, DRAM, Capex)
The 3 Ds of Demographics, Debt and Development: Korea's Economic Crossroads
Japan's Consumption Has Stagnated. That's About To End
Saving China's Economy from Deflation
Is China's Economic Data Actually Unreliable? Maybe not...
China's global import share
China car exports
China's Exports Are Skyrocketing Despite Tariffs and Deflation
Trump's Letter To Japan Will Cause Economic Turbulence
Defying Demographics: One Way Korea Is Ahead Of Japan and Taiwan
Who's Ready? Regional Ranking Before Tariffs Hit - Asia
What Just Happened: What You Need To Know About Taiwan's Economy
How China Can Beat Tariffs (China's Consumption Part 2)
5 Consumption Myths: Why China’s Isn’t as Weak as You Think
8 Supply-Side Factors Proving China Isn’t Like Japan In The 90's
Is China Falling Into Japanification? Here’s the Score
Japan's Demographic Disaster (Countdown to Population Zero)
1985: US broke Japan, 2025: US breaks China?
Japan: blame politicians, not companies
Current macro and market themes for Asia
Japan: Pity the pensioners
Japan: falling pensions, consumption and the BOJ
Living without the world: China's great import substitution
Living without the US: Why is China's global market share up, when it is down in the US?
Taiwan's 1980s bubble was as big as Japan's. Why hasn't it had the same stagnation?
Do Japan-style demographics mean Japan-style deflation?
Asia macro – three reasons for cautious optimism
Japan and the BOJ: 1% is still less than it seems
What if "property is for speculation" after all?