Georgina de Rocquigny’s Post

Southeast Asia showed resilience in 2023 despite inflation and high interest rates, with stable consumption and low unemployment. Industrial rents and capital values are expected to rise in 2024, though growth rates will vary across markets due to supply-demand dynamics. Explore in-depth the three focus markets in Southeast Asia with Xian Yang Wong , CFA's feature in Asia Pacific Real Assets Association (APREA)'s latest TrendWatch, highlighting their growth opportunities in 2024 >> https://cushwk.co/4bX9C82

🌏 In our Q2 Asia Corporates Newsletter, our Asia Pacific research team delves into the macro backdrop currently setting the scene for corporates in the region. 💲 The Federal Reserve is looking set for a delayed, potentially more drawn out and eventually shallower interest rate cycle than in the past. This position puts central banks in Asia in a bind, as higher for longer core rates and a stronger US dollar make it harder for them to respond to their domestic imperatives of growth and inflation. 🛢️ Upside risks to oil are again potentially upsetting the balance of both trade and inflation in the region. Also, while elections in Asia are mostly done, the political calendar is set to heat up in the second half of the year in the lead-up to the US presidential election. This all points to the next few months being likely challenging in Asia. 🚗 However, there are also key opportunities like the Goldilocks-ish macro environment in India, investments being made in ASEAN to move up the semiconductor value chain and Thailand’s efforts to become a regional export hub for Electric Vehicles. For more insights, registered clients can read our full Q2 Asia Corporate Newsletter here: https://lnkd.in/emn6xKCs #dbresearch #electricvehicles #Asia #AsiaPacific Deutsche Bank Sameer Goel Tim Baker Michael Hsueh Liam Fitzpatrick Perry Kojodjojo Bryant Xu Joey Chung

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Financial conditions in emerging East Asia have improved since July, leading to declining bond yields, amid moderating inflation and expected interest rate cuts both in advanced economies and the region. Get the latest Asia Bond Monitor for insights on bond market developments in ASEAN+3 economies. Read the first few pages below. Download the full publication here. 👉 https://ow.ly/M46M50To0LK

VNEWS: A Look at the Day Ahead As investors brace themselves for another day in the financial markets, eyes turn to an array of economic indicators and events that promise insights into the current state and future trajectory of various economies worldwide. Here’s a comprehensive breakdown of what to expect: Japanese Market: The day starts with data on Foreign Bonds Buying and Foreign Investments in Japanese Stocks, offering a glimpse into foreign investor sentiment towards Japanese assets. Hong Kong's Manufacturing Sector: S&P Global Hong Kong Manufacturing PMI for April will shed light on the health of one of Asia's key manufacturing hubs, indicating whether the sector is expanding or contracting. Australian and New Zealand Economic Indicators: ANZ Job Advertisements and ANZ Commodity Price Index will provide crucial data on the labor market and commodity prices in Australia and New Zealand, respectively. MI Inflation Gauge will give insights into inflationary pressures in Australia. Global Services Sector: China's Caixin Services PMI for April and India's HSBC Services PMI will provide insights into the performance of the services sectors in two of the world's fastest-growing economies. Russia's and South Africa's Services PMI will off...

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Johanna Kyrklund, our Group Chief Investment Officer, and Keiko Kondo, Head of Multi-Asset Investments for Asia, recently presented on Schroders’ investment convictions for the second half of 2024 to journalists based in Hong Kong. Schroders is optimistic about global equities based on an improved earnings outlook, and take a positive view on AI alongside China and India’s growth potential. “Global central banks will need to maintain higher interest rates to achieve their inflation targets. With the labour market in the US and elsewhere remaining tight, completing the last mile of disinflation continues to be a challenge,” says Johanna. "We anticipate that Asian economies will achieve robust economic growth in 2024 and 2025. An accelerating global manufacturing cycle, robust industrial production, energy transition and strengthened new-economy sectors will boost China’s economy,” Keiko added. Find out more: https://okt.to/2hKSfy #GlobalMarketOutlook #AsianMarketOutlook #MultiAssetInvestment

The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies. Discover the details in our 2024 APAC Market Outlook by portfolios managers Stephen Chang, Adam Bowe CFA, GAICD, Tadashi Kakuchi, and Subhash Ganga: https://pim.co/si43n0yr   #EconomicOutlook #China #India #Japan #EmergingMarkets #PIMCOAPACInsights

World Bank Report on Challenges for Middle-Income Countries Aspiring to High-Income Status A new World Bank study highlights the significant obstacles faced by over a hundred nations—including China, India, Brazil, South Africa, and Thailand—in their efforts to transition to high-income economies in the coming decades. The report, titled “World Development Report 2024: The Middle Income Trap,” offers a detailed analysis and strategic guidance for these countries to […] The post World Bank Report on Challenges for Middle-Income Countries Aspiring to High-Income Status appeared first on CEOWORLD magazine. Copyright CEOWORLD magazine 2023.

The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies. Discover the details in our 2024 APAC Market Outlook by portfolios managers Stephen Chang, Adam Bowe CFA, GAICD, Tadashi Kakuchi, and Subhash Ganga: https://pim.co/7vexpgbx   #EconomicOutlook #China #India #Japan #EmergingMarkets #PIMCOAPACInsights