Hersley-Ven Casero

Photos by Hersley-Ven Casero, one of the members of the Asia Sentinel Flickr Group {mosloadposition show} Join the Asia Sentinel Flickr Group!

Will America’s Sub Prime Woes Hurt Asia?

Therefore, the recent shakeout in America is of no surprise to us. As an American squawk box commentator magnanimously observed about himself, he has called six of the last two US market crashes. So have I. Let's hope that I am right this time around. What is different this time is how deeply the sub-prime…

Thailand: Excess supply of money and excess supply of goods

1. Thoughts on the Thai economy: The Economic Clock suggests that Thailand faces an excess supply of money and an excess supply of goods. Excessive liquidity is the key driver behind the massive gains in the stock market. Despite this, actual domestic demand still remains low. Export is Thailand’s only ‘real’ growth engine and that…

Enzio’s Clock

Everyone talks about overheating. Do you buy into this? First, China's growth is driven by supply, not by demand. Indeed, exports and investments are rising strongly, so I don't see how "overheating" can occur if the supply of goods is increasing. Perhaps one of my erstwhile mentors, Friedrich von Hayek, or economists like Arthur Laffer,…

Dr. Enzio von Pfeil

www.enziosclock.com Location-Channel: CNBC Day and Date: Wednesday, 4th July 2007 Hong Kong Time: 16:40 Show Notes:   On the Asian Crises Have countries learned from the crisis? I think they have. But I have not found a convincing reason why we had the crisis in the first place - this is the definition of chaos!.…