Good MornING Asia: 12 January 2018

A combination of factors should see higher US inflation over the coming months, though much of this will be USD and energy-related – the direct impact on US yields may be muted. Weaker USD will help Asian central banks keep policy accommodative.

In this bundle

Opinion

By Robert Carnell

Rob’s rant from Asia

A combination of factors should see higher US inflation over the coming months, though much of this will be USD and energy-related – the direct…

China

China: Imports even stronger

We expect strong trade growth, especially imports, although the year-on-year growth rates will be slower than the prior month. In 2018, we expect 12%…

India

India: Inflation hits RBI’s forecast but growth remains slow

The return of the Indian rupee to an appreciation trend after a selloff from September through November reduces pressure on the RBI to raise interest rates

Malaysia

Malaysia - Manufacturing slowed toward end-2017

We reiterate our forecast of normalization of BNM policy with two 25bp rate hikes in 2018 and our view of the MYR remaining among Asian top performers…