This paper, written by Hannah Anderson, discusses the recent rise in U.S.-China trade tensions.
This paper, written by Kerry Craig, discusses consumer resilience amid a slowing global economy.
For Asian investors, it is important to recognize that political and policy risks and financial assets do not necessarily follow a simple one-for-one relationship.
This paper, written by Tai Hui, discusses the capacity of Asian central banks to pursue further expansionary monetary policy.
This paper, written by Tai Hui, discusses the significance of the Chinese renminbi rising above "7" versus the U.S. dollar and U.S.'s labelling of China as a currency manipulator.
This paper, written by Ian Hui, discusses the monetary policy direction of major central banks.
In the current environment, investors are advised to take a more active approach in sector and company selection within China.
Investors should examine any negative news flow carefully, deriving any possible fundamental impact before making investment decisions for their portfolio.
The Fed all but outright confirming a shift away from their next move being a rate cut is a helpful move for Asia and emerging markets.
As trade friction continues and domestic leverage remains at a high level, there are looming challenges to China's growth and corporate earnings outlook.