from Global Investing:

Amid yen weakness, some Asian winners

April 17, 2013

Asian equity markets tend to be casualties of weak yen. That has generally been the case this time too, especially for South Korea.

from The Great Debate:

Drone coalition: Key to U.S. security

By David Axe
April 1, 2013

The Pentagon’s biggest, most high-tech spy drone aircraft — one of the hottest items on the international arms market — is the key to a burgeoning robotic alliance among the United States, Japan, South Korea and Australia.

from The Great Debate:

China as peacemaker

By Elizabeth Cobbs Hoffman
March 27, 2013

Nuclear escalation on the Korean Peninsula demands creative solutions. With a 2,200-year history of non-aggression, China is in the best position to take the lead — and relieve the United States of a burden it has shouldered for too long.

from Global Investing:

Asia’s credit explosion

March 22, 2013

Whatever is happening to all those Asian savers? Apparently they are turning into big time borrowers.

from Ian Bremmer:

China shouldn’t leave Kim Jong-un alone

By Ian Bremmer
March 13, 2013

Tensions are running high on the Korean Peninsula, and instability is coming if it’s not already there. North Korea is declaring that truces no longer apply, claiming that the UN is faking its report on North Korean human rights abuses and threatening “thermonuclear war” against its aggressors.

from Ian Bremmer:

The top 10 grudges in the G-20

By Ian Bremmer
March 7, 2013

The G-20 is no happy family. Comprised of 19 countries and the European Union, once the urgency of the financial crisis waned, so too did the level of collaboration among members. Unlike the cozier G-7 -- filled with likeminded nations -- the G-20 is a better representation of the true global balance of power … and the tensions therein. So where are the deepest fault lines in the G-20? 

from The Great Debate:

Responding to North Korea

By Bennett Ramberg
February 15, 2013

Now that Pyongyang has conducted its third nuclear test, the international community must accept what it cannot change: North Korea is a nuclear-arming state.

from Global Investing:

Hyundai hits a roadbump

January 24, 2013

The issue of the falling yen is focusing many minds these days, nowhere more than in South Korea where exporters of goods such as cars and electronics often compete closely with their Japanese counterparts. These companies got a powerful reminder today of the danger in which they stand -- quarterly profits from Hyundai fell sharply in the last quarter of 2012.  (See here to read what we wrote about this topic last week)

from Breakingviews:

South Korea may need a rate cut to fight weak yen

January 24, 2013

By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

Korean exporters’ yen nightmare (corrected)

January 17, 2013

(corrects name of hedge fund in para 3 to Symphony Financial Partners)

Any doubt about the importance of a weaker yen in thawing the frozen Japanese economy will have been dispelled by the Nikkei's surge to 32-month highs this week. Since early December, when it became clear an incoming Shinzo Abe administration would do its best to weaken the yen, the equity index has surged as the yen has fallen.