Asia Insights

Our quarterly Asia Insights publication looks to answer some of the most frequently asked questions on Asian economic and financial market developments, and their investment implications in a succinct and clear way with the help of charts from our Guide to the Markets - Asia. In this issue, we address the following questions.

What can Asian central banks do to counter the global liquidity tsunami?

The global COVID-19 pandemic has led to another round of ultra-loose monetary policy from developed market central banks. While the global economy is still recovering from the pandemic, a prolonged period of low interest rates could lead to asset inflation or excessive credit growth. Beyond raising interest rates, what can Asian central banks do to handle the renewal of the zero rate policy environment?

Will Asian central banks tighten monetary policy given higher inflation?

Global investors are focusing on the U.S. economic recovery and the supply side bottlenecks that push prices higher at a quicker pace. While the big debate today is whether the Federal Reserve (Fed) should push forward its monetary policy normalization to tame inflation, the same question could be applied to Asian central banks.

China’s monetary policy normalization: What has happened so far? What does this mean for the Chinese markets, commodities and global economy?

Credit slowdown has been a key feature in China’s debt-stabilizing effort this year, especially when the domestic economic activity has broadly normalized. China’s latest April credit growth continued to moderate as new bank loans and total social financing (TSF) both exhibited slower expansion.

Asia’s vaccine roll-out: Stall speed

As the pace of vaccinations accelerated across the U.S. and Europe, Asia’s performance has been relatively slow, creating both economic and health risks.

Liquidity Insights

Market Insights

Portfolio Insights

Top questions on Asian economic and financial market developments

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