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Bundles
28 November 2019 

Good MornING Asia - 28 November 2019

Trump signs Hong Kong SAR pro-democracy bill into law. No evidence of any spillover to Asia from the currency turmoil in Latam. China is borrowing more to spend on fiscal support. And recent numbers from the US suggest that at least there, things aren't getting demonstrably worse.

Good MornING Asia - 28 November 2019

In this bundle

Signs of economic stabilisation
Opinion
Opinion

Signs of economic stabilisation


Trump signs Hong Kong SAR pro-democracy bill into law. No evidence of any spillover to Asia from the currency turmoil in Latam. China is borrowing more to…

China's industry profit data is scary, but look past the headlines
China

China's industry profit data is scary, but look past the headlines


China's headline industrial profit numbers unexpectedly fell deeply on a yearly basis, despite the help of a low base effect. However, looking at the…


Thailand: Weak manufacturing opens door for more BoT easing
Thailand

Thailand: Weak manufacturing opens door for more BoT easing


But we don’t think the Bank of Thailand will deliver a back-to-back rate cut in December, especially now that the government has just unveiled more…


Tags

US activityTrade warsThailandMonetary PolicyManufacturingInfrastructureIndustrial profitsHK pro democracy billGDP growthFiscal stimulusFiscal policyChina local government bondsChina

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In this bundle
Good MornING Asia - 28 November 2019 Signs of economic stabilisation China's industry profit data is scary, but look past the headlines Thailand: Weak manufacturing opens door for more BoT easing

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