Essential Asia: On the Rebound

A macro strategist’s view on Asian economies and markets


  • Soft domestic macro performances compounded by the rebound in USD restrained regional FX appreciation.
  • China and RBA cut rates further, extending their accommodative policy stances, while Korea kept rates unchanged.
  • It is not yet time for reflation trades.

For full analysis, download report: Essential Asia: On the Rebound (PDF, 612 KB)