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SUBJECT:
David Hale: Asian Update
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FROM:
D
davidhale@davidhaleweb.com
DATE:
2012-11-02 21:45:34
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<UWTYXUB$UWYUBCVAWXBCA@127.0.0.1>
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TO:
H
R. Hunter Biden
<hbiden@rosemontseneca.com>
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To view this message in a browser: http://ci26.actonsoftware.com/acton/ct/3037/s-0020-1211/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct0_1/1 Dear Friends and Colleagues, The unemployment numbers this morning were excellent, even if expected. I have just ended a week-long trip to Singapore and Hong Kong and will include my findings in my upcoming monthly report. Of note anecdotally: It seems Chinese money is leaving China, based upon political uncertainties and fueled by an anti corruption campaign in the Chinese blogosphere. Asia overall remains an exciting place to do business, but risks remain. I am attaching a link to an article this morning by Lyric Hughes Hale which appears in today's Huffington Post. "Three Men Make a Tiger" http://www.huffingtonpost.com/lyric-hughes-hale/three-men-make-tiger_b_2057391.html is about the possibility of a military confrontation between Japan and China, which would certainly qualify as the greatest geopolitical risk in Asia today. I know Lyric would appreciate comments, especially from our Chinese and Japanese friends and experts. I will be sending a link to a post-election podcast mid next week. Mark Zoff, our director of research has an extensive new report on Europe which will be published next Friday as well. With best regards, David David Hale Chairman David Hale Global Economics, Inc. 546 Lincoln Avenue, 2 nd Floor Winnetka, Illinois 60093 USA 847-386-6009 (tel) 847-386-6011 (fax) davidhale@davidhaleweb.com LinkedIn Profile http://www.linkedin.com/pub/david-hale/18/ba8/595 http://davidhaleweb.com http://davidhaleweb.com/ http://whatsnextbook.com http://whatsnextbook.com/ Copyright 2012, David Hale Global Economics Inc. All rights reserved. This document is not for attribution in any publication, and you should not disseminate, distribute or copy this e-mail without the explicit written consent of David Hale Global Economics, Inc. This email and any attachments to it may be confidential and are intended solely for the use of the individual to whom it is addressed. Any views or opinions expressed are solely those of the author and do not necessarily represent those of David Hale Global Economics, Inc. If you are not the intended recipient of this email, you must neither take any action based upon its contents, nor copy or show it to anyone. Please contact the sender if you believe you have received this email in error. -------------------------------------------------------------------------------- If you do not wish to receive future e-mails from David Hale Global Economics, click here http://ci26.actonsoftware.com/acton/rif/3037/s-0020-1211/-/l-sf-cl-701C0000000UEmJIAW-0024:15c/l-sf-cl-701C0000000UEmJIAW-0024/zout
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