Daniel Moss

2 weeks ago | bloomberg.com | Daniel Moss

Tariffs are a bigger issue for Vietnam right now than its falling birth rate. (Bloomberg Opinion) -- Vietnam rightly worries about the harm US tariffs will inflict on its success, and even more bullish aspirations. The levies will slow an economy that's racked up impressive rates of growth. The past few months have also revealed a challenge of a different nature: A declining birth rate. This is a country, often hailed as a development model, that has a lot on its plate.

2 weeks ago | bloomberg.com | Daniel Moss

The Mekong River is more than the sum of its nearly 3,000 miles. It’s one of the world’s most valuable waterways and has been vital to political power in Southeast Asia for centuries. As a prized strategic and financial asset, commerce and violence have marked the basin’s story. The French tried — and failed — to re-engineer the river to anchor their imperial rule. American soldiers fought fiercely in its delta, and the Khmer Rouge casually meted out atrocities not far from its banks.

3 weeks ago | businesstimes.com.sg | Daniel Moss

CHRISTOPHER Waller, a respected governor of the Federal Reserve, brought what would normally pass for glad tidings to an influential Asian audience this week. Whether people were in the mood to receive positive messages was another thing entirely. It's not clear anymore what favourable developments look like. Inflation is receding and, with a bit of luck, the Fed should be able to cut its main interest rate a few times this year, Waller told the conference organised by the Bank of Korea (BOK).

3 weeks ago | bloomberg.com | Daniel Moss

Assuming employment holds up, rate reductions would be “good news,” a Fed governor says. (Bloomberg Opinion) -- Christopher Waller, a respected governor of the Federal Reserve, brought what would normally pass for glad tidings to an influential Asian audience this week. Whether people were in the mood to receive positive messages was another thing entirely. It’s not clear anymore what favorable developments look like.

3 weeks ago | taipeitimes.com | Daniel Moss

By Daniel Moss / Bloomberg Opinion It has been a tough few months for believers in the currency market version of Pax Americana. Dollar critics confidently proclaim that its reign is over. In Asia, this is a “sell America” moment. Any sane investor is scouring the planet for an alternative — one that offers all the advantages of the incumbent but none of the downside. Europeans also want in, extolling the virtues of the euro. Good luck with that.