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Good MornING Asia - 1 September 2021

Good MornING Asia - 1 September 2021

  • 1 September 2021

Newsflow overnight and markets were unusually driven more from Europe than the US, and this merits further watching from a usually US and USD-centric Asia  

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Asia - don't ignore Europe
1 September 2021

Asia - don't ignore Europe

Newsflow overnight and markets were unusually driven more from Europe than the US, and this merits further watching from a usually US and USD-centric Asia.

Non-manufacturing PMI in contraction from Chinese government clampdown
Quick take
China
31 August 2021

Non-manufacturing PMI in contraction from Chinese government clampdown

The contraction in non-manufacturing activity was unexpected. Some negative factors, including government clampdowns, will continue to put downward…

Korean production makes small gains in July
Quick take
South Korea
31 August 2021

Korean production makes small gains in July

Better than expected production data for July, but the main story remains that electronics are hitting bottlenecks so year-on-year growth will struggle…

USDCNY Taper RRR Cut PMI KRW Korean production Infrastructure Indian GDP Eurozone bond markets Electronics China Bank of Korea Asia

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