Andy Rothman of Matthews Asia says the policy measures from the People’s Bank of China and the Politburo are a small part of the process of restoring confidence and more are needed. He highlights that things will need time to change. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Nick Samouilhan of Wellington Management discusses his outlook on the Chinese equity markets and says that with the good global growth picture, investors should have positive views on many asset classes but hold them “very lightly”. Source link
Yun Liu of HSBC says Malaysia’s economic growth is ‘on fire at all fronts’, and discusses strength of the ringgit and increasing amount of Chinese investments into the country specifically related to green transition. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Squawk Box Asia Yasuhide Nakayama, former Japan minister of defense, discusses incoming Prime Minister Shigeru Ishiba’s foreign policy. 03:23 8 minutes ago Source link
U.S. President Donald Trump holds up a protective face shield during a tour of the Ford Rawsonville Components Plant that is manufacturing ventilators, masks and other medical supplies during the coronavirus disease (COVID-19) pandemic in Ypsilanti, Michigan, U.S., May 21, 2020. Leah Millis | REUTERS Independent voters, a key swing voting bloc for the 2020 … Read more
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Richard Franulovich, Head of FX Strategy at Westpac Institutional Bank, says he expects the Japanese yen to trade through 140 for now, affected more by the Fed & dollar direction as markets wait for clarity over the impact of Shigeru Ishiba’s election … Read more
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Peter Alexander of Z-Ben Advisors says he is concerned that if and when fiscal stimulus in China is announced, it will not match the expectations of investors. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Malaysian Prime Minister Anwar Ibrahim discusses Malaysia’s relationship with Singapore and says there is a high level of trust between the two countries. Source link
Magellan Capital’s Britney Lam explains why she remains bullish on the Chinese market, and where she’s still hoping to see more gains come through. Source link
Gautam Chadda of RBC Wealth Management explains the bank’s overweight on India, pointing to political stability, structural reforms, and likely RBI easing as key reasons. Source link