investment, rose sharply while that of Japan fell. On the supply side, the paper documents the rise of China into a “global … factory” and the steady shift in regional production and integration from Japan and the United States to China …, including the United States, to China and ROW. In addition, the share of China in East Asia’s final demand, especially …

After many years of rapid expansion, China's growth is slowing to more sustainable levels and is rebalancing, with … financial markets. It finds that countries with closer trade linkages with China (Malaysia, Singapore, and Thailand) and net … points in response to a decline in China's growth by 1 percentage point depending on the model used and the nature of the …

This paper looks at the effects of a China slowdown on Emerging Market Economies (Indonesia, Malaysia, and Thailand … China growth shocks on ASEAN has risen since the global financial crisis. A one percent decline in China's growth implies a … between ASEAN and China. These magnitudes are double what they were two decades ago due to stronger trade and financial …

also uses actual trade data between Japan and Indonesia and between Japan and Korea …

This paper draws out the parallels between Korea and Japan in terms of demographics, potential growth, balance sheets …, asset prices and inflation. Korea's demographic trends seem to track Japan's with a lag of about 20 years. Low productivity … reforms. While Korea's corporate balance sheets are stronger than Japan's in the early 1990s, Korea needs to progress with the …