Good MornING Asia - 3 May 2021

Equity markets ended April on a down note, so the next few days will be instructive as to whether the old "Sell in May and go away, and come back on St Ledgers Day..." adage will hold this year. For the record, this year, St Ledgers Day, 11 September will fall on a Saturday

In this bundle

Opinion

By Robert Carnell

“Sell in May and go away…”

Equity markets ended April on a down note, so the next few days will be instructive as to whether the old "Sell in May and go away, and come back on…

Asia week ahead

Asia week ahead: New week, new month – what’s changing?

Low base effects, which flatter year-on-year activity growth, should continue to be a key theme as April data sheds light on GDP growth for 2Q21. Regional…

China

China: PMI shows recovery at a slower speed

Recovery in both manufacturing and service sectors continued in China in April. We expect that an export demand recovery will help factory orders and that…

China

Taiwan

Taiwan: Super strong GDP growth in 1Q but chip shortage risk is imminent

GDP in 1Q21 was strong, but that's history. Water shortages have slowed semiconductor production in Taiwan just as global chip shortages are rising.…