The View Ahead – Asia

Featuring Paul Krake Freya Beamish TL Tsim Dr. Jim Walker Emad Mostaque

The global outlook for 2018 continues with Asia and part two of the View Ahead series features an illustrious line up of commentators, as Paul Krake examines the political risks and economic rewards and TL Tsim returns to Real Vision to discuss China. Freya Beamish of Pantheon Macroeconomics looks at the potential for policy normalization in Japan and China, alongside Dr. Jim Walker on equities and Emad Mostaque on the Asian tech scene.

Published on
3 January, 2018
Topic
Global Outlook, Asia, Monetary policy
Duration
30 minutes
Asset class
Currencies, Bonds/Rates/Credit, Equities
Rating
64

Comments

  • CG

    Christine G.

    5 2 2018 03:35

    0       0

    While the focus of this site is financial analysis, shouldn't there be some interest in values and the world we are creating? https://www.theatlantic.com/international/archive/2018/02/china-surveillance/552203/

  • MB

    Matthias B.

    18 1 2018 17:49

    3       0

    Mr. Tsim’s views were very insightful, I would like to see him in an in-depth interview to learn more about his knowledge and views.

  • PS

    Paul S.

    10 1 2018 02:30

    0       0

    Great economies in Asia - bloody awful companies
    Frauds everywhere
    Buyer beware

  • BP

    Brandon P.

    9 1 2018 23:47

    0       0

    NEO to the moon, purely on crowd sentiment. TL Tsim's remarks on Chinese consumer confidence seem to support this.

  • JH

    Jesse H.

    8 1 2018 15:55

    0       0

    Interesting -- more from Emad Mostague, please...very impressed with his commentary, and like the fact that he is succinct and to the point.

  • KJ

    Kulbir J.

    4 1 2018 09:49

    3       13

    It would be great if Real Vision offered subtitles on the videos. Dr. Jim Walker's has a really strong Scottish accent that is really difficult to understand.

    • EF

      E F.

      28 1 2018 11:51

      0       0

      I live in Scotland and don't think anyone would find this request impolite or unreasonable

  • IO

    Igor O.

    3 1 2018 20:48

    14       1

    Great inside from T.L. Tsim on how China functions.
    Why don't we have full length interview?

    • PK

      Paul K.

      3 1 2018 23:34

      7       0

      Igor, he is fantastic. Here is a discussion I had with TL on the future of HK

      https://www.themaven.net/viewfromthepeak/the-view/hong-kong-politics-and-why-it-matters-video-6W5jttnCMEymSxFZJ3lGsQ

    • IO

      Igor O.

      4 1 2018 17:04

      2       0

      Good interview Paul. Thanks for sharing.

  • SW

    Scott W.

    3 1 2018 13:15

    31       0

    Had heard of this in passing elsewhere, but the Chinese government will be keeping a social score on EVERYBODY? Is this right? Or everybody that participates in social platforms? Or everybody to the extent they can given each individual's participation etc...

    So rather than China peacefully abandoning the horrors of collectivism, they will stress-test a blend of rising wealth with tech-enabled Orwellian dystopia. A fascinating experiment (when viewed dispassionately) that portends a darker future for humanity. I would hope for a better alternative to the "Washington consensus".

    • PK

      Paul K.

      3 1 2018 16:12

      16       0

      and this is the reason why no Chinese company will ever be allowed to make a US acquisition. People need to wake up to the fact that every piece of data collected by Alibaba, Tencent and Baidu goes to the Chinese government. This is why the moneygram acquisition by Ant Financial was stopped. Your tech enabled Orwellian dystopia is a great way to describe it

    • NF

      Nelson F.

      3 1 2018 20:30

      4       0

      The social credit system: https://en.wikipedia.org/wiki/Social_Credit_System

    • TM

      The-First-James M.

      4 1 2018 03:12

      9       0

      I personally found the dystopian implications of Emad Mostaques section beyond "a little creepy". They are truly terrifying...