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Good Morning Asia - 1 April 2019

Good Morning Asia - 1 April 2019

  • 1 April 2019

I'm making no cheap jokes about today's vote by UK's MPs on Brexit alternatives...that space will be amply filled by others. Elsewhere, China bounces back on fiscal stimulus. Japan's Tankan falls as expected, Australia's housing slows a bit more slowly, and South Korea's trade data soften further. 

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All fool's day vote
1 April 2019

All fool's day vote

I'm making no cheap jokes about today's vote by UK's MPs on Brexit alternatives...that space will be amply filled by others. Elsewhere, China…

China: fiscal stimulus pushes up PMI
Quick take
China
31 March 2019

China: fiscal stimulus pushes up PMI

China's official manufacturing PMI beat consensus in March. We believe this was mostly the result of fiscal stimulus on new infrastructure production,…

China's stimulus is working but debt and external political pressure is growing
China
31 March 2019

China's stimulus is working but debt and external political pressure is…

China's ongoing trade war with the US will hurt the jobs market and spending power. While this is being countered by stimulus measures, debt levels…

ASEAN Morning Bytes
Asia Morning Bites
1 April 2019

ASEAN Morning Bytes

General market tone: Wait and see. Investors will likely focus on key economic releases from the US to get more clues to the threat of recession.

Tankan PMI Korean exports Fiscal stimulus Emerging markets China PMI China Brexit ASEAN

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