Investors should mind the growing interdependence between Asian economies, Credit Agricole says.
The irrepressible Andy Xie, Morgan Stanley’s man in Hong Kong, believes receding global liquidity will leave room for China to finally raise rates.
Unexpected USD strength, coupled with geopolitical tensions have caused ANZ to raise its USD/JPY forecasts.
Interest rates in the US could move up higher than the market expects. The same applies to Japan, says ABN Amro.
Looking to spot economic dangers as early as possible? ANZ has just developed a new indicator.
Contrary to the common view, HSBC advocates investors should not avoid Korean equities.
Danske Bank sees a lack of drastic enough action as key to the failure of the PBoC to slow the Chinese economy.
With the fourth highest population in the world and an abundance of resources you would expect Indonesia to be right up there with China and India in economic development by this stage. But it isn’t.
With the last round of tightening measures showing few signs of working, analysts suggest options to help ensure a soft handing.
Emerging markets have been dumped big time. India finds its current account deficit worsening and may have to dig into reserves. But Citigroup sees a solid growth story behind the figures.