Good MornING Asia - 11 May 2018

Politics may overshadow economics and markets in Malaysia and India, while hopes rise of a breakthrough in the second round of Sino-US trade talks

In this bundle

Asia week ahead: How will Malaysian markets react to a political shift?

Politics may overshadow economics and markets in Malaysia and India, while hopes rise of a breakthrough in the second round of Sino-US trade talks

China

China: overcapacity reform continues to push up PPI inflation

In the coming months, overcapacity reform in cement and glass could continue to push up these material prices. Potential tariffs have yet to affect…

Malaysia

Malaysia: Mahathir returns, uncertainty lingers

The lingering political and economic uncertainty ahead leads us to revise our end-2018 USD/MYR forecast to 4.05 from 3.84 previously

Philippines

Philippines: Strong 1Q growth

Strong fiscal spending and recovery of business spending more than compensated for slower household spending and weak exports. The strong economy can…

Philippines

Philippines: Hikes by 25bps as inflation heats up

The central bank did not disappoint and raised policy rates by 25bp and revised inflation forecast, but we're unlikely to see another one before the…