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

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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

A Confident Beijing Welcomes President Trump

Scott Kennedy lays out how China’s leaders are approaching the upcoming Trump-Xi summit, and why China feels remarkably more confident compared to the first such summit in 2017.

Commentary by Scott Kennedy — May 11, 2026

Southeast Asia Radio

Indonesia’s Evolving Foreign Policy with Evan Laksmana

This week, Greg and Elina are joined by Evan Laksmana to discuss the direction of Indonesia’s foreign policy. Lauren and Japhet cover the latest from the region, from the Strait of Malacca to scam networks.

Podcast Episode by CSIS Scholars — May 7, 2026

CSIS Southeast Asia Radio