Good MornING Asia - 13 February 2018

Saying that bonds are past their peak is not a useful contribution to the question of whether we are nearing a recession. Sadly, little else is either.

In this bundle

Opinion

Past its peak

Saying that bonds are past their peak is not a useful contribution to the question of whether we are nearing a recession. Sadly, little else is either.

India

India’s growth has gained some traction

The balance of economic risks remains tilted toward inflation

China

China: Shadow banking shrinking

China's loan data shows that shadow banking is shrinking, this could be the result of financial deleveraging reform. We expect the reform to continue…