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Good MornING Asia - 9 March 2020

Good MornING Asia - 9 March 2020

  • 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"
8 March 2020

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
9 March 2020

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: Gleaning the trade impact
Asia week ahead
6 March 2020

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 posts first trade deficit in two years
Quick take
FX China
7 March 2020

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: The supply chain is still broken
China
6 March 2020

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: In search of a paddle
Japan
6 March 2020

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: Negative inflation reflects damage from coronavirus
Quick take
FX Taiwan
6 March 2020

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…

USDTWD USDCNY US shale Taiwan Saudi Arabia Russia OPEC+ Oil Monetary Policy March Economic Update Japan Inflation Imports GDP Exports Crude oil

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