Good MornING Asia - 25 June 2019

Geopolitics and trade remain in the driving seat for global and Asian markets ahead of the G20 meeting

In this bundle

ASEAN Morning Bytes

General market tone: Wait and watch. Investors will likely remain in holding pattern awaiting the G20 meeting for direction.

New Zealand

New Zealand: August rate cut in view

After Assistant Governor Christian Hawkesby dashed hopes for a rate cut in a speech last month, expectations for a move at this week's central bank…

and

Thailand: Why the central bank should ease policy this week

We don’t mind being an outlier in the consensus view which solidly backs no policy change from the Bank of Thailand this week. We are convinced that…

Taiwan

Taiwan: Industrial production shrinks again

Industrial production shrank again in May after a brief period of positive growth in April. A contraction is firmly in place, especially for LED panels,…