Good MornING Asia - 29 March 2019

The central bank policy easing remains a dominating theme for the global and Asian markets. We recently revised our forecasts of central bank policy in India and Malaysia from no rate change this year to a cut in 2Q19. More regional central banks are likely to fall in line soon.

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Asia Morning Bites

ASEAN Morning Bytes

General market tone: Wait and see. Investors will tread lightly to close out 1Q19 amid lingering US-China trade tensions and softer US activity data.

India

India: Rising odds of another rate cut

We expect a 25 basis point rate cut next week from the Reserve Bank of India (RBI), in line with the consensus. However, we aren’t convinced that…