Shinzo Abe takes over as prime minister of Japan on October 1st and faces the challenge of following in the footsteps of the popular Junichiro Koizumi.
Danske Bank cautions the coup in Thailand and unrest in other emerging markets adds up to a risk averse approach by international investors, which should limit short-term performance.
The Samsung Research Institute sees a mixed outlook for the Korean economy, as while interest rates are likely to have peaked, inflationary pressures will limit growth.
DBS expects the US will begin cutting interest rates next year, with the move to have implications for rate curves in other markets given the relationship between the greenback and other currencies.
A report by CLSA suggests Hong Kong needs to do more to address its pollution issue or risk losing out to Singapore and other Asian cities.
Credit Suisse likes the India growth story but is realistic in its assessment, accepting much remains to be done before it can be considered as an equal of China.
The likelihood of the next increase in interest rate occuring next year rather than this year has led to revisions in forecasts for the yen.
Changes in policy are helping India close the gap with China, while its advantages may see it overtake its Asian rival in the future.
CLSA’s August update on the manufacturing sector in China contains good news as far as inflation goes, but negative news regarding the outlook.
This month’s Chinese economic data is bound to attract global investor attention with Chinese authorities suggesting inflation may now become a problem.