Essential Asia: On the Rebound

A macro strategist’s view on Asian economies and markets

By Financial 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)

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