Asian Economics

Scholars from across CSIS provide world-class analysis on regional- and state-specific trends in international trade, governance, competitiveness, policy, and development, aiming to bolster U.S. trade partnerships in Asia and the Indo-Pacific.

Photo: Jung Yeon-je/AFP/Getty Images

Photo: Jung Yeon-je/AFP/Getty Images

South Korea’s Market Boom—and the Bubble Beneath It

The South Korean stock market is the world’s best-performing in the first six months of 2026, doubling in value mainly on investors’ perceptions of two companies. But South Korean investors are also at great risk because the euphoric sentiment driving the rally will end someday. This could shock the broader economy, create political fallout, and damage Koreans’ confidence in stock investing.

Newsletter by Evan Ramstad — June 30, 2026

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Scott Kennedy

Scott Kennedy

Senior Adviser and Trustee Chair in Chinese Business and Economics
Ilaria Mazzocco

Ilaria Mazzocco

Deputy Director and Senior Fellow, Trustee Chair in Chinese Business and Economics
Shreya Nath

Shreya Nath

Senior Fellow, Chair on India and Emerging Asia Economics

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Is China’s Economy Broken?

Scott Kennedy hosts Logan Wright (Rhodium Group; CSIS non-resident senior associate) to discuss his new book, Broken China: How the Economic Miracle Shattered and What It Means for the World. He examines the financial roots of China's slowdown and Beijing's policy options.

Event — September 28, 2026

The United States and China: Still Not Number One

In December 2020, the Trustee Chair published the first iteration of Not Number One, which provided global rankings of the United States and China covering a wide array of metrics. Nearly six years later, the Trustee Chair has updated the analysis to see if any of the tables have turned.

Blog Post by Nina Gohel — September 11, 2026

Rating India 2026: Key Opportunities and Risks

CSIS's 7th annual India credit ratings webinar features experts from Moody's & S&P Global discussing sovereign creditworthiness amid geopolitical shifts, protectionism, and India's growth. Moderated by Richard Rossow.

Event — July 16, 2026

North Korea's Surprising Economic Boom | The Capital Cable #137

The Wall Street Journal and The New York Times both recently called North Korea's economy a surprising success, pointing to its fastest growth in eight years and a remade Pyongyang. The Capital Cable #137 asks what is driving the boom, what it obscures, and what it says about Kim Jong-un's rule fifteen years on.

Event — July 2, 2026

South Korea’s Market Boom—and the Bubble Beneath It

The South Korean stock market is the world’s best-performing in the first six months of 2026, doubling in value mainly on investors’ perceptions of two companies. But South Korean investors are also at great risk because the euphoric sentiment driving the rally will end someday. This could shock the broader economy, create political fallout, and damage Koreans’ confidence in stock investing.

Newsletter by Evan Ramstad — June 30, 2026

Southeast Asia Radio

Japan’s Southeast Asia Policy with Kristi Govella

This week, Greg and Elina were joined by Kristi Govella to talk about Japan’s foreign policy direction in Southeast Asia under PM Takaichi Sanae. Lauren and Japhet cover the latest, from prisoner releases in Myanmar to joint military exercises in the Philippines.

Podcast Episode by CSIS Scholars — May 21, 2026

CSIS Southeast Asia Radio