Japan Monetary Policy Outlook—One Dream, One Team


Pro-growth economic policy making is poised to make a comeback in Japan over the coming six to eight weeks With the controversial new security bill now largely in the rear-view mirror, “Team Abe” will want to re-establish economic policy-making credentials as quickly as possible. The sense of urgency is heightened… Read More »

China is hard learning rather than hard landing


Recent turmoil from China has led to panic selling waves over the financial markets and most equity indexes around the world registered negative performance on Monday evening The collapse of the Chinese stock markets since their historical highs in June, PBOC’s decision to move to a more flexible FX regime… Read More »

China Crisis? Yes, but no worse than two weeks ago


The relationship between asset prices and fundamentals is complex. Evidence and intuition suggest that sometimes prices move for no real reason. But even those of us who pay lip service to behavioural finance often find ourselves looking for explanations when we see the type of moves we have seen over… Read More »

Iran: huge potential in the world’s final major frontier


The West’s historic agreement to end the sanctions programme against Iran is poised to provide a huge boost to the Iranian economy The Tehran Stock Exchange, established in 1967, has 316 constituents – with a US$26bn free-float on a total $103bn market cap . Without any foreign participation, the market… Read More »

The Implications of Iran’s Normalization

Elliot Hentov -

The reintegration of Iran into the world economy will impact financial and product markets. The effects will be gradual and fraught with uncertainty, but the experience of other countries emerging from sanctions suggests a rapid and lasting increase in economic activity Iran’s Economic Potential Is Equal to a G-20 EconomyNearly… Read More »

Panic selling on the Chinese market


Has China ever had a leader as powerful as Xi Jinping? Many think not. Not only does the “Red Emperor” have power, but he is also shouldering the massive burden of completing certain major projects: transforming the Chinese economic model and managing the structural weakening of the country’s growth potential,… Read More »

Is China a Market in a Bubble?


The spectacular rise of the local Shanghai equity market — collectively known as the A-shares China market — and its dramatic 30% fall in three weeks has many observers painting the broad Chinese equity market as a stereotypical bubble There were many stocks with extreme valuations, a large rush of… Read More »

Rebalancing in Asian emerging markets


Slowing global trade growth is forcing emerging economies to rethink their growth model EM countries, particularly those that are reliant on export-led growth models, are being forced to adjust to weak external demand, low commodity prices and a rebalancing China. As a result, EM exports have been very weak over… Read More »

China: Politics looking after markets

Deutsche Asset & Wealth Management -

China’s stock markets have come down between 12% (Hang Seng Index) and 25% (Shanghai SE A Share Index,Shenzhen SE B Share Index) from their recent highs The mainland CSI 300 Index has fallen 15%* over the last two weeks. Even so, this simply takes markets back to their April levels,… Read More »