Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast we discuss: 

• US-Chine trade war escalation 
• State of China’s economy and Japanification 
• PBoC’s next move 
• Japan’s political dilemma 
• Japan’s cost of living and household income problems 
• BoJ’s likely path 
• Taiwan’s currency strength and imbalanced economy 
• Korea’s structural challenges 
• Books mentioned: MITI and the Japanese Miracle (Johnson),  Lords of Finance (Ahamed) 

You can follow Paul’s work here.  

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