Good MornING Asia - 3 December 2019

No not China, at least not yet anyway, but Brazil, Argentina, and possibly France, Austria, Italy and Turkey. Markets are behaving in text-book fashion. Bond yields down, equities down, USD-Asia (in particular KRW) moving higher.

In this bundle

Opinion

Return of the tariffs

No not China, at least not yet anyway, but Brazil, Argentina, and possibly France, Austria, Italy and Turkey. Markets are behaving in text-book fashion.…

China

Hong Kong's dire economic situation gets dramatically worse

Hong Kong retail sales were in a sea of red in October. Both domestic and tourism spending were dismal. This situation will only reverse once we see a…

Indonesia

Indonesia: Inflation dips again in November

Price pressures in Indonesia remain muted, supporting our expectations for further Bank Indonesia stimulus in the short term.

India

India: Weak growth paves way for bigger rate cut

The Reserve Bank of India’s Governor Shaktikanta Das is determined to ease for as long as it takes, particularly now that weak investment has pushed…