China BRI Countries - Whose Vulnerable?
Rising debt stress among BRI partnering countries has cast a shadow over the entire project. Last week Beijing signalled a new approach as concerns...
375 Views
Asian Exports - Rising But Set To Moderate
For now Asian export upcycle continues, underpinned by buoyant global demand. We suspect though the best maybe behind and that Asian overseas...
412 Views
China Economics: The Consumption Story
We examine the factors that contribute to consumption trend in China. This quantitative study finds that disposable income plays a significant role...
462 Views
Japan - Regional Outperformer Despite 3QGDP Setback
The Japanese stock market is down in the current year to date, like other regional bourses but on a relative basis the Nikkei 225 is an...
396 Views
Taiwan - Stay Underweight
We maintain our underweight call on Taiwanese equities, even though US-China trade tensions are likely to de-escalate with the Democrats now in...
377 Views