Asia Key Issues
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In an interview with Bloomberg on Friday, PBoC Governor Yi Gang hinted at the intended policy if the trade war escalates.... More by Freya Beamish
The Monetary Policy Committee of the Reserve Bank of India voted yesterday to cut the benchmark repo rate by a further 25 basis points, to 5.75%, a nine-year low.... More by Freya Beamish
We are sticking to our call for a weak first half in Japan, despite likely upgrades to Q1 GDP on Monday.... More by Freya Beamish
The Caixin manufacturing PMI was steady in May, at 50.2, in contrast to the official gauge published on Friday, which dropped to 49.5, from April's 50.2.... More by Freya Beamish
The sharp fall in China's manufacturing PMI in May makes clear that its recovery is nowhere near secured.... More by Freya Beamish
Was this an isolated occurrence, connected to the graft investigation into Chinese billionaire Xiao Jianhua, and his financial conglomerate?... More by Freya Beamish
China's official manufacturing PMI for May, out tomorrow, will give the first indication of the coming hit from the resumption of its tariff war with the U.S.... More by Freya Beamish
Official industrial production growth in China plunged to 5.4% year-over-year in April, from 8.5% in March.... More by Freya Beamish
Following Chinese retaliation against new U.S. tariffs last week, the U.S. responded last night, as promised, setting in train the process to slap tariffs on the remaining approximately $300B of imports from China.... More by Freya Beamish
Yesterday, China finally retaliated against Mr. Trump's Friday tariff hikes, promising to increase tariffs on around $60B-worth of U.S. goods.... More by Freya Beamish
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