15 Years Providing Weekly Foresight

 

The most accurate predictive letter in computing and telecommunications,
read by industry leaders worldwide.

 

 

 

In This Issue     Feature: Asia Letter, Q1 2012: Now It Gets Interesting Happy New Year  The Peaceful Rise of the Renminbi  Trans-Pacific Partnership The U.S., India, and Japan The Limits to Greater Tibet Lessons from Fukushima  About the Author   Upcoming SNS Events & Media Links   In Other House News How to Subscribe May I Share This Newsletter? About SNS About the Publisher Where's Mark?

[Members: Please open the .pdf attachment for best viewing.]

 

By Eric Grant*

 

   SNS Asia Correspondent [Tokyo]

 

Sign up today to join the second of the new SNS quarterly conference call series, "Big Problems, Big Solutions," on January 27:

 

www.stratnews.com/snsconferencecalls/

 

Register for the SNS Future in Review Conference before midnight January 20, and capture current discounted pricing before it again goes up. FiRe is now in its 10th year, May 22-25, again at the incredible Montage Laguna Beach Hotel:

 

www.futureinreview.com

 

 

See "Upcoming SNS Events" below for details on all SNS programs and registrations.

 

 

 

Publisher's Note: After years of publishing our regular Asia Letter, I find I have two responses with each new issue: I'm glad that this material is getting into the hands of global leaders in technology and finance, through SNS; and glad I personally have a chance to learn from Eric's exquisite attention to detail. I find that, even when I have already studied a subject in some depth, Eric's personal insight and ground-level information help me better understand the Asian View on that problem.

 

In this issue, Eric shares data with us on new strategic issues and movements that are moving minds and money in Japan, ASEAN, and China: post-crisis reawakening of the nuclear export market, U.S. pressure on the new TPP agreement, Japan's tightrope act in trade and currencies, and Japan's new currency deal with China, to name just a few.

 

For SNS members doing business - or thinking of doing business - in Asia, I think you will find this week's letter both fascinating and useful. Add in President Obama's just-announced Enforcement Task Force (aimed at Chinese business practices in market access and intellectual property), and candidate Mitt Romney's choice of Chinese practices as a campaign battle cry, and you have an interesting year coming up for all involved. mra.

 

___