Daily FNArena News - International

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?

The Japanese government believes Japan – the world’s largest consumer of Australian exports – is heading into recession.

The Chinese economy is slowing but economists continue to expect a soft landing and a shift in focus away from inflation towards supporting growth.

CLSA’s June survey into Chinese manufacturing confirms Chinese manufacturers continue battling with higher input costs.

Standard Chartered met with clients in Asia and came away with clues on how investors in the region view the outlook for Fed action and the outlook for markets and economies in the region.

Chinese authorities appear to be moving towards a combination of monetary and currency appreciation to deal with inflation, which suggests a slower rate of currency appreciation.

Stronger oil prices should be hurting Asia given its high level of imports but according to DBS it is demand growth through the region that is allowing growth to remain strong.

Chinese manufacturers are indicating their operational circumstances are improving fast while inflationary pressures are subsiding.