Good MornING Asia - 9 March 2020

For Asia, “too low” oil prices are “a thing”

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For Asia, "too low" oil prices are "a thing"

Opinion

By Robert Carnell

For Asia, “too low” oil prices are “a thing”

Globally, oil is not a "tax" on income, it's closer to a "transfer" from producers to consumers - but even that is a…

The OPEC+ break-up: It’s not you, it’s me

OPEC+ knew they had to surprise the market, and that is what they did. Although the surprise was failing to come to a deal, rather than cutting more than…

Asia week ahead

Asia week ahead: Gleaning the trade impact

The plummeting Chinese PMIs don't bode for well for hard activity indicators out next week. Trade figures from several Asian countries should provide…

China

China posts first trade deficit in two years

China's exports fell in February, as expected. But imports were not as negative as predicted, as imports of medical-related supplies surged. That…

China

China: The supply chain is still broken

The spread of the coronavirus in China seems to be slowing down, but the global supply chain remains broken. As a result, we've revised our growth…

Japan

Japan: In search of a paddle

Last month, we pre-emptively took an axe to our growth forecasts - looking back on it, we may still have work to do

Taiwan

Taiwan: Negative inflation reflects damage from coronavirus

Taiwan’s Consumer Price index and Wholesale Price Index were both negative on a yearly basis. This reflects the hit to consumers and manufacturers…