Asia, dull? Don’t be fooled
Frederic Neumann, HSBC’s Hong Kong-based economist, has been visiting clients in Europe where the view, apparently, is that Asia is getting dull, offering few obvious risks and little imminent reward....
View ArticleBooming southeast Asia facing new headwinds: ADB
Robust domestic demand, the rise of the middle class and healthy corporate balance sheets are reasons why southeast Asia is being talked up as the last man standing in an otherwise anaemic global...
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US and China credit worries hit Asia
With concerns about the US Federal Reserve possibly cutting its stimulus programme hitting American markets, it was little surprise to see Asian risk assets getting a battering on Thursday. But the...
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Noble borrows ADB’s rating to borrow Thai baht
When is a BBB- borrower actually a AA+? No, this isn’t financial trickery of the kind made famous in the US subprime fiasco (and perhaps repeated in China in 2012). It’s a new facility offered by the...
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SE Asia: a hard nut for private equity
Southeast Asia’s credentials as the next great frontier for economic growth, spurred by young populations and cautious optimism over planned structural reforms is one this year’s big emerging market...
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Gloom over Abe speech hits Asia EMs
A disappointing economic policy speech by Japanese prime minister Shinzo Abe hit the Nikkei hard on Wednesday – and as it slumped so did shares in key Asian emerging markets. It’s not that Abe...
View Article[video] HSBC’s Neumann on the Fed and Asia
The Federal Reserve decision to continue with Quantitative Easing is a relief for emerging markets in general and Asian markets in particular. Frederic Neumann, HSBC’s co-head of Asian Economic...
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Cheaper food and oil a boon for Asian consumers
Economists expect the drop in global food prices to help keep inflation low across emerging Asia over the next year, benefiting consumers and allowing central banks to keep monetary policy loose. The...
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US rate hike fears overdone in emerging markets
How worried should you be when the US Federal Reserve goes ahead with its first interest rate hike? After all, following years of close to zero policy rates and three rounds of quantitative easing,...
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