Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Tag: Economy
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
China and Japan need structural reform – Bank of Singapore
Bank of Singapore chief economist Richard Jerram said while the Chinese and Japanese financial markets might respond well to short-term stimulus, there is too little focus on structural reform.
Central bank action would boost cheap Korean equities
About 50% of Korea’s GDP is dependent on exports, which have been declining this year, according to Aidan Yao, senior emerging market economist at Axa Investment Managers. Weak external demand from the US is one reason why exports are falling. Also, Korean companies are strong competitors with their Japanese counterparts and the strengthening of the […]
Robin Geffen Japan comment
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.
