Good MornING Asia - 20 November 2018

Look away from markets for a few days, and when you turn back, the outlook has changed dramatically - USD lower, Fed expectations reeling, bond yields way down and stocks too. Nice for emerging markets while it lasts, but only whilst the US growth story still holds together too.

In this bundle

Opinion

By Robert Carnell

Turn your back and look what happens

Look away from markets for a few days, and when you turn back, the outlook has changed dramatically - USD lower, Fed expectations reeling, bond yields way…

ASEAN morning bytes

General market tone: Wait and see. Bluechip technology shares weighed on overall sentiment with major stock indices falling on Monday. Lackluster US…

Thailand

Thailand: A huge downside GDP miss

The 3Q18 performance is bad enough to dent the official optimism about the economy this year and the next, with continued 4%-plus GDP growth. It should…