Daily FNArena News - International

No longer content to simply park its US$1 trillion of foreign currency reserves in safe US Treasuries, China is looking to diversify and profit. This is not good news for the US dollar.

CLSA’s monthly survey into trading conditions for Chinese manufacturers revealed very, very buoyant conditions. If anything, more measurements to slow down seem necessary.

As the PBoC raises reserve requirements yet again, there is no end in sight for the Chinese investment frenzy.

Latest figures show increasing inflationary pressures in the Chinese economy, with both BDS and Credit Suisse anticipating higher interest rates in response.

Morgan Stanley’s Stephen Roach has returned from a fourth trip to India in the past three years more confident its growth story is moving into full swing thanks to moves to address its challenges.

The innovative thinkers at GaveKal research can’t see any change from 10% growth and subsequent demand coming out of China in the current year.

Macquarie suggests Asia is entering a reflationary cycle, so those nations with more policy options should be best able to benefit from the expected strength in currencies throughout the region.

Domestic Consumption in Japan slumped in the third quarter but Macquarie tips a recovery in the three months to December, an outcome that would support higher interest rates.

Macquarie seeks to explode a few myths surrounding the state of China’s economy.

A raft of measures is intended to deliberately slow the Chinese economy, and improve its quality.