Asia
China’s Home Price Declines To Continue…
Fade The Indonesian Equity Outperformance…
China is on the verge of experiencing a full range of deflation. Poor domestic demand will likely continue into 1H 2023 amid the ailing housing market, subdued private-sector sentiment and the zero-Covid policy, warranting a cautious stance on Chinese equities.
Will UAE Equities Keep Outperforming…
Asian Trade Data Send Warning On Global Demand…
Saudi Arabia: Pursuing Counter-Cyclical Policy…
Singapore NODX Warns Against Overweighting EM…
Timing The Bottom In Chinese Equities…
The conditions for a sustainable rally in Chinese stocks have not been met. In this report we discuss the four signposts which we will closely monitor to gauge when it will be warranted to upgrade our stance on Chinese equities both in absolute terms and relative to the global stock benchmark.
China’s October Economic Data Disappoint…