Paul Cavey

Paul Cavey, a seasoned China economist with 25 years of experience and founder of East Asia Econ, shares his insights on pressing regional issues. He dives into the recent escalations in the US-China trade war, evaluating China’s strategic leverage. Discussing the potential for Japanification in China, he contrasts it with Japan's past. Paul highlights China's two-speed economy, the nuanced implications of its bad debts, and the outlook for Japan's currency. He also warns about Taiwan's dependence on semiconductors and compares South Korea's risks to Japan's.