Good MornING Asia - 19 March 2021

That didn't take long! One day and markets are already selling tech stocks again, the dollar is rallying against the EUR, 10Y UST yields push above 1.70%, gold and bitcoin are both selling off. In Asia, KRW is the big outperformer as Governor Lee hints at possible intervention, and BoJ will announce their policy review today - a wider JGB yield range expected

In this bundle

Opinion

By Robert Carnell

Market relief proves short-lived

That didn't take long! One day and markets are already selling tech stocks again, the dollar is rallying against the EUR, 10Y UST yields push above…

Asia week ahead

Asia week ahead: Growth, inflation or a bit of both?

Industrial production and inflation data from around Asia next week will shed light on the growth-inflation dynamic in the region. The economic risks…

Taiwan

Taiwan: The policy rate, the currency and the chip shortage

Taiwan's central bank has kept its policy rate on hold at 1.125% while raising its GDP forecast. But risks remain. We revise our USD/TWD forecasts

Indonesia

Indonesia’s central bank leaves rates on hold as landscape changes

Bank Indonesia kept policy rate at 3.5% as the currency remains on the backfoot. With little room for more rate cuts, we expect the central bank to push…