Economic change in North and South Korea, and China

Economic change in North and South Korea, and ChinaEconomic change in North and South Korea, and ChinaEconomic change in North and South Korea, and China

Economic change in North and South Korea, and China

Economic change in North and South Korea, and ChinaEconomic change in North and South Korea, and ChinaEconomic change in North and South Korea, and China
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2024 Reports

South Korea Scrambles to React to a Trump Economy, December 2024 [KEIA] (pdf)Download
North Korea Policy Options: Future of Sanctions 2024 [GWIKs] (pdf)Download
North Korea economy December 2023 (pdf)Download
GWIKs Oct 2023 (pdf)Download
GWIKs Oct 2https://img1.wsimg.com/blobby/go/9a8f9774-2f47-4d62-a2f0-85fdb2cadf25/downloads/KDI%20Nor (pptx)Download
September 18: North Korea Foreign Exchange Rate Behavior Pressures (docx)Download
Graphics for North Korea's Exchange Rate Pressures (pptx)Download
North Korea's Monetary System Treasury Final (pptx)Download
NK Financial Reform GWICS Delivered chat (docx)Download
GW North Korea School Final OCT 2022 (pptx)Download
March 2023 KDI Sanctions (pdf)Download
NCNK June 2023 (pptx)Download

2023 -24 Reports

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2018/19 Reports

Others can be found in my Linked-In proile, below.

UN Sanctions Continue to Devastate North Korean Trade (docx)Download
North Korea's Money Problem: Lessons from South Korea and China (Power Point) (pdf)Download
January 9, Pegged won wiggles, doesn't break, yet (docx)Download
Long Hot Summer (Sep 2018) (pdf)Download
Kim's Plan B (July 2018) (pdf)Download
Cheeseburger Summit (March 2018) (pdf)Download
Sanctions and Nuclear Weapons are Changing North Korea (Nov 17) (pdf)Download
North Korea's Shackled Economy (Mar '18) (docx)Download
Hold your dollars; the right, and wrong ways to engage North Korea. (June 2018) (pdf)Download
Confusing Electric Power Currents May Suggest Major Economic Change (pdf)Download
Georgetown Luncheon Presentation, Hold Your Dollars! (pptx)Download
AP Nov 2018 (docx)Download
RMB Peg? (docx)Download
Is Tight Money and Sanctions Driving North Korea into Depression? (pdf)Download
GW Lecture Nov 2019 Update on North Korean Economy amid Sanctions (pptx)Download

2018/19/20/21/22 Reports

  1. Others can be found in my Linke

Trying to Understand North Korean Money (pdf)Download
UN Sanctions Continue to Devastate North Korean Trade (docx)Download
January 9, Pegged won wiggles, doesn't break, yet (docx)Download
Long Hot Summer (Sep 2018) (pdf)Download
Kim's Plan B (July 2018) (pdf)Download
Cheeseburger Summit (March 2018) (pdf)Download
Sanctions and Nuclear Weapons are Changing North Korea (Nov 17) (pdf)Download
North Korea's Shackled Economy (Mar '18) (docx)Download
Hold your dollars; the right, and wrong ways to engage North Korea. (June 2018) (pdf)Download
Confusing Electric Power Currents May Suggest Major Economic Change (pdf)Download
Georgetown Luncheon Presentation, Hold Your Dollars! (pptx)Download
AP Nov 2018 (docx)Download
RMB Peg? (docx)Download
Is Tight Money and Sanctions Driving North Korea into Depression? (pdf)Download
GW Lecture Nov 2019 Update on North Korean Economy amid Sanctions (pptx)Download

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A bit of history

This is a declassified National Intelligence Estimate of 1961 looking at the prospects for North and South Korea. Its amazing how wrong it turned out to be. North Korea was prospering and strong and South Korea was failing  in every way,  ready to be absorbed into the communist orbit.  Time was on the side of Pyongyang. I don't fault the authors; the facts pointed them in that direction albeit it with a poor understanding of the North's command economy system. And perhaps their warnings helped put in place new economic  policies that dramatically improved the lot of South Korea. One could redraft this estimate today, and switch North and South, and it could look pretty accurate, the South dominant and the North failing. Of course now, as then, we might be completely wrong.

Korea NIE 1961 (pdf)Download
Commemorating an Unfinished War (2000 but, unfortunately, still relevant). (pdf)Download

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