China Indicators Watchlist - Money and Credit

Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>Its an open war on trade and it is global. In Asia, China maybe the main target of Mr Trump’s tariff war but that has not stopped Korea, Taiwan, Malaysia, Singapore and Thailand fretting about becoming collateral damage. As suppliers of intermediary goods (parts and components) and/or through their investments in production facilities in the mainland, these countries are tied in to the China supply chain. The first round of US tariffs on US$34bn worth of Chinese imports, didn’t cause too much…</p>

Its an open war on trade and it is global. In Asia, China maybe the main target of Mr Trump’s tariff war but that has not stopped Korea, Taiwan, Malaysia, Singapore and Thailand fretting about becoming collateral damage. As suppliers of intermediary goods (parts and components) and/or through their investments in production facilities in the mainland, these countries are tied in to the China supply chain. The first round of US tariffs on US$34bn worth of Chinese imports, didn’t cause too much…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Asian Exports - Power Ahead Lifted By China Demand