Standard Chartered has downgraded its outlook on the Chinese Yuan to Neutral as policy changes mean further significant strengthening is less likely, for now.
The recent falls in the oil price are presenting policy makers in China a good opportunity to address the issue of fuel subsidies.
China’s inflation fell below expectations in August and may result in easing policies that could flow through to the rest of the world.
China’s economy is slowing to a more sustainable pace, but it still has plenty of cards up its sleeve.
Inflation is becoming major concern in Asia and Barclays thinks local currencies may weaken further against the US dollar.
Everyone knows how important the Chinese economy has become on the world stage, but even some of its provinces are becoming economic, international heavy hitters.
It’s been suggested that Chinese economic growth is slowing, but both CommSec and Westpac expect it to remain at around 10% in 2008 and into 2009.
According to DBS, Asian economies are holding up well on rising exports driven by China, but how much risk remains if the Chinese economy does slow down.
Higher commodity prices have held back the Japanese economy, but Daiwa Institute says oil at US$100 per barrel would offer the best chance of stronger growth.
As the world slows, and the commodity story takes a hiatus, Asia is no longer looking so attractive. Where is the next export economy growth story?