Supply Side Recovering, but Sluggish Demand Will Exacerbate Excess Capacity
2Q 2020 will be the best quarter of this year for China; with the rest of the world locked down, China was able to expand steel & aluminium...
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Singapore: Export Headwinds
Singapore is regarded as a success story when it comes to the handling of the health crisis. Seventy-five percent of the economy has been reopened...
292 Views
Taiwan: Looking Good
Of all the countries still officially forecasting growth this year – Korea, Indonesia and until recently India – Taiwan has the best prospects of...
307 Views
Asian Corporate Debt
As lockdowns begin to ease in the US and Europe, the flow of macroeconomic data is worsening, hinting at the economic pain to come. Asian companies...
250 Views
Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession
Although real GDP contracted 6.8% YoY in 1Q, FAI grew slightly and imports and industrial output barely declined YoY in March after a massive RMB...
284 Views