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While the Yen’s effective exchange rate plunged by an average 18.8%, the export price index dropped only 1.9% in local currency terms. Izumi Devalier, Economist, HSBCJapan’s export puzzle
Global ConnectionsWorking Capital 2.0 More confident businesses are placing larger orders, but elastic payment windows could overstretch small business’ working capital reserves
Inflation continues to slow across the world, posing renewed risks to financial stability Frederic Neumann, HSBC Co-Head of Asian Economic ResearchInflation is too low for comfort
The introduction of an export tax credit would require upfront funding [but we expect] the increase in trade revenues would more than justify the initial cost. HSBCIncentives - a manifesto for British exports
Economist Intelligence UnitIs the commodities supercycle over? Commodity supply is beginning to match demand in China, but rapid urbanisation elsewhere in Asia looks set to push commodity prices back up