Essential Asia: Policy Bear Pa(w)se

A macro strategist’s view on Asian economies and markets

By Financial Markets

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)

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