Good MornING Asia - 3 December 2018

After a constant battering by China-US trade tensions for most of this year, the weekend developments come as a significant relief for the markets. How long the trade truce will last remains a question though

In this bundle

China

China: Rough seas in 2019

The Chinese economy is set to slow down in 2019. The most likely scenario is an escalation of the US-China trade conflict, hurting exporters,…

China

China: PMI disappoints but stimulus is coming

Though both official manufacturing and non-manufacturing PMIs are worse than expected, we believe that stimulus is on the way as local governments have…

Japan

Japan: Ready to bounce back

Economic growth in Japan contracted in the third quarter, hit by extensive damage from typhoon Jebi. But the doors are now open for a fourth-quarter…

South Korea

Korea: The central bank hikes policy rate by 25bp

Today’s rate hike resets the Bank of Korea’s policy for yet another long pause, possibly throughout 2019. We are reviewing our forecast of one…