Good MornING Asia - 22 January 2019

President Trump suggests a compromise to get his wall; UK opposition party backs parliamentary vote that could support a second referendum; Xi talks about "serious dangers" in the light of weaker growth data

In this bundle

Opinion

By Robert Carnell

Deal or no deal

President Trump suggests a compromise to get his wall; UK opposition party backs parliamentary vote that could support a second referendum; Xi talks about…

ASEAN morning bytes

General market tone: Wait and watch. Investors will likely turn defensive on Tuesday reacting to slowing China growth and the IMF growth outlook

China

China: GDP stable but there’s weakness in the detail

China GDP grew 6.4% year-on-year in 4Q18 and 6.6% for the full year 2018. The details show that infrastructure investment is shaping up to be the engine…

Philippines

Philippines: 4Q GDP could slide below key threshold

With three out of the four sources of growth seen to be challenged in the last three months of 2018, the string of above 6% growth prints for the…

Thailand

Thailand: Trade balance returns to surplus in December

A large current account surplus sustains the Thai baht’s outperformance among Asian currencies coming into 2019. However, underlying our view of the…