Good MornING Asia - 10 September 2018

The risk aversion continues to be a key theme for the markets as President trump doubles down tariffs threat to $267bn of Chinese products, on top of $50bn already implemented and $200bn in the pipeline

In this bundle

Asian MornING Bytes

General market tone: Risk off International theme: US jobs point to Fed Hike, Trump doubles down Emerging markets: Investors await word on the trade front

Report

Asian FX Talking: Gauging the fallout

While Asian markets have seen some contagion from the troubles in Turkey and Argentina, the selling has not been indiscriminate. Indeed, some countries in…

China

China: Ready to strike back

China is gearing up to respond to an expected escalation in US trade agression. Counter-measures against US exports and US business interests look likely,…

Taiwan: Another month of weak exports

It's been another month of weak Taiwan exports. There should be temporary support from handset sales in September but Taiwan's dependence on this…

Malaysia

Malaysia: Economy off to a good start in third quarter

The balanced economic risks underpin our view of the Malaysian ringgit (MYR) regaining its status as an Asian outperformer once the external uncertainty…