The world is turning towards less risk appetite and the outlook for interest rates remains uncertain. Not a good time to become overly bullish on emerging currencies or share markets, experts say.
Despite US pressure for more and faster reform, the Chinese are handling the issue of internal imbalances at their own pace.
Experts are increasing their growth estimates for the year after the Hong Kong economy grew by 8.2% in Q1.
The Chinese are expected to increase requirements for banking reserves. This could have a major impact on the economy.
Indonesia needs tax reform, but the government is focused on attacking corruption instead. Don’t expect any positive surprises, ABN Amro says.
Senior researcher finds the Chinese government needs to do more for a smooth transition to a Chinese market economy.
The Chinese government is taking new measures against strong investor interest for Chinese property.
Interest rates in Japan are still expected to move up, but a little later this year.
Malaysian interest rates should go up further and the country’s currency should therefore strengthen.
JP Morgan’s Asian equity strategist argues Asian emerging markets have become the new “defensive” assets.