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Asia Key Issues
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Asia Key Issues

The China-US Trade War

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2 July 2019 Mr. Trump Removes the Gun from Mr. Xi's Head... Now a Deal?

We anticipated that the G20 meeting at Osaka over last weekend would be a potentially important mark of thawing relations between China and the U.S., with the hotly awaited meeting between Messrs. Xi and Trump.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

20 June 2019 Japan's Trade Balance has Troughed, Downside Risks Remain

Japan's trade balance deteriorated sharply in May, flipping to a ¥967B deficit from the modest ¥57B surplus in April.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

11 June 2019 A Sino-U.S. Deal would Curb China's Trade Surplus...But Only Temporarily

China's trade surplus bounced back strongly in May, rising to $40.1B on our adjustment, from $35.7B previously.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

10 June 2019 Governor Gang Hints at the Trade War Policy Path

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

Region: Asia   Publication:  Monitor Weekly  Download

7 June 2019 The RBI's Third Rate Cut is Overkill a U-Turn is Likely, Soon

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

Region: Asia   Publication:  Monitor Daily  Download

6 June 2019 Japanese Tax Hike Delay now More Likely, Even with a Q1 GDP Upgrade

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

Region: Asia   Publication:  Monitor Daily  Download

4 June 2019 The Official PMI has it Right Tariff hit has Derailed China's Trade Recovery

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

Region: Asia   Publication:  Monitor Daily  Download

3 June 2019 China's Faltering "Recovery" will Keep its Trade Negotiators Engaged

The sharp fall in China's manufacturing PMI in May makes clear that its recovery is nowhere near secured.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

31 May 2019 Q&A on the Government Takeover of Baoshang Bank

Was this an isolated occurrence, connected to the graft investigation into Chinese billionaire Xiao Jianhua, and his financial conglomerate?... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

30 May 2019 China's Manufacturing PMIs will Give the First Hint of Trade War Hit

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

Region: Asia   Publication:  Monitor Daily  Download

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