Essential Asia: Policy Bear Pa(w)se

A macro strategist’s view on Asian economies and markets

By

  • The RBA, RBI and MAS have decided to take a pause in their latest monetary policy decisions.
  • China and Thailand are the exceptions. China cut the RRR by 100bp and Thailand surprised with a 25bp rate cut.
  • Risk appetite built up across emerging markets as investors switch from bonds to equities.
  • US$ strength ahead could be more gradual and accordingly, we revise our Asian FX forecasts.

For full analysis, download report: Essential Asia: Policy Bear Pa(w)se (PDF, 523 KB)

About the Author

Read Financial Markets's Profile
Markets Today: Hospital
4 Oct 2021

Markets Today: Hospital

158 Other Articles