Asia Archives - McAlinden Research Partners

★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics Transportation

Boeing Could Soon be Back in Court Over 737 MAX, New Rivals Rise to Take Advantage of Constrained Capacity

Boeing's latest debt issuance raised $10 billion, but followed a cut to its credit rating by major ratings agencies. Boeing's…

McAlinden Research PartnersMay 2, 2024

★ Daily Intelligence Briefings (DIBs)Economics & Trade Manufacturing & Logistics Transportation

Boeing Struggles for Footing as China’s State-Backed Jet Manufacturer Looks to Challenge Aviation Duopoly

Boeing's latest 737 MAX debacle has led to the sacking of an executive who was installed to help the troubled…

McAlinden Research PartnersFebruary 22, 2024

★ Daily Intelligence Briefings (DIBs)Economics & Trade Markets

Emerging Markets Start 2024 With Record Stock Inflows and Debt Issuance, But China Concerns Remain

Emerging market equities scored record inflows in the week to January 24, following a rapid start to the year for…

McAlinden Research PartnersJanuary 29, 2024

★ Daily Intelligence Briefings (DIBs)Economics & Trade Manufacturing & Logistics Markets

Foreign Investment Flows to China Continue to be Chopped Down by Sputtering Sentiment

The latest PMI readings out of China suggest continued degradation in the country's manufacturing activity. Profits throughout the Chinese industrial economy have declined throughout…

McAlinden Research PartnersNovember 1, 2023

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Aerospace & Defense Manufacturing & Logistics Politics & Policy

Japan and South Korea Expand Defense Spend, Countering Chinese Air Aggression and Russian Ties

Aggressive air maneuvers by Chinese warplanes near Taiwan have punctuated the PLA's largest ever military exercises in the Pacific Ocean. China's air forces…

McAlinden Research PartnersSeptember 18, 2023

★ Daily Intelligence Briefings (DIBs)Economics & Trade Finance Politics & Policy

Beijing’s Regulatory Blitz May Fail to Revive Chinese Financial Markets if Growth Risks Remain Unresolved

China's reduction of a stamp duty tax on stock trades, the country's latest financial market reform effort, managed to help the…

McAlinden Research PartnersAugust 28, 2023

★ Daily Intelligence Briefings (DIBs)Commodities Economics & Trade

Indian Trade Restrictions Create 10 Million Tonne Hole In Global Rice Market, More Exporters May Follow

Rice futures recently jumped out to 15-year highs in Asia, following an expansion of India's halt on certain rice exports.…

McAlinden Research PartnersAugust 16, 2023

★ Daily Intelligence Briefings (DIBs)Commodities Economics & Trade Energy & Environment Labor, Education & Demographics

Australian Strikes May Constrain LNG Shipments, But Europe’s Record Stockpiles Could Ease Energy Shocks

Potential work stoppages at several natural gas shipping platforms in Australia could kick off this week, meaning shipments of liquified natural…

McAlinden Research PartnersAugust 14, 2023

★ Daily Intelligence Briefings (DIBs)Economics & Trade Real Estate & Construction

China Descends Into Deflation as Exports Crumble and New Home Sales Tumble

Recent Chinese data releases have painted a worrying picture for the world's leading manufacturing economy, as PMIs, trade flows, and…

McAlinden Research PartnersAugust 9, 2023

★ Daily Intelligence Briefings (DIBs)Economics & Trade Markets

Japan Attempts to Boost Growth and Valuations, But Demographic Drag May be Difficult to Overcome

The Nikkei's strong 2023 gains, largely spurred on by buybacks, resilient GDP growth, and corporate reforms, have re-ignited interest in long underperforming Japanese…

McAlinden Research PartnersJune 28, 2023

Asia

Boeing Could Soon be Back in Court Over 737 MAX, New Rivals Rise to Take Advantage of Constrained Capacity

Boeing Struggles for Footing as China’s State-Backed Jet Manufacturer Looks to Challenge Aviation Duopoly

Emerging Markets Start 2024 With Record Stock Inflows and Debt Issuance, But China Concerns Remain

Foreign Investment Flows to China Continue to be Chopped Down by Sputtering Sentiment

Japan and South Korea Expand Defense Spend, Countering Chinese Air Aggression and Russian Ties

Beijing’s Regulatory Blitz May Fail to Revive Chinese Financial Markets if Growth Risks Remain Unresolved

Indian Trade Restrictions Create 10 Million Tonne Hole In Global Rice Market, More Exporters May Follow

Australian Strikes May Constrain LNG Shipments, But Europe’s Record Stockpiles Could Ease Energy Shocks

China Descends Into Deflation as Exports Crumble and New Home Sales Tumble

Japan Attempts to Boost Growth and Valuations, But Demographic Drag May be Difficult to Overcome

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