North Korea

BMI View: The recent currency reform and the ongoing nuclear deadlock remain the key political risks facing North Korea. While public anger at the won's redenomination appears to... 2009-12-09

BMI View: North Korea's revaluation of its won currency is potentially risky, for it is reportedly causing great confusion and threatens to strip citizens of considerable savings.... 2009-12-01

BMI View: Recent suggestions that Asian economies are 'decoupling' from the US are misplaced. Asia is indeed bouncing back, but this reflects massive fiscal and monetary stimulus... 2009-08-25

BMI View: North Korea's economy grew by an impressive 3.7% in 2008, due to 'one-off' factors, but this success is unlikely to be repeated in 2009, due to the severity of the global... 2009-06-29

South Korea's won is once again looking strong, and could soon test the KRW1,230/US$ resistance level after recovering its losses following last Monday's nuclear test. Encouragingly,... 2009-06-01

BMI View: South Korea's Kospi equity index and won currency are likely to remain under pressure in the near term by renewed tensions with North Korea. Pyongyang's rhetoric is more... 2009-05-27

The Asia-Pacific region will face some stern tests in 2008-10. While we believe that the rise of Asia arguably represents the most significant shift in wealth in five hundred years... 2008-10-31