South Korea emerges from US trade deal talks unscathed: Capital Economics
U.S. President Trump’s saber-rattling over the U.S. trade deal with South Korea appears to have come to a lot of sound and fury, which in…
Economy and Trade
Podcast: What the world looks like from Singapore on Monday, March 26, 2018
Podcast: What the world looks like from Singapore on Monday, March 26, 2018 Today’s headlines include: Uber has agreed to sell its Southeast Asian assets…
If China turns US soybeans into a trade war target, this company may benefit
As trade war rhetoric heats up, China has hinted of potential restrictions on importing U.S. soybeans, which could benefit shares of Wilmar, UOB KayHian said….
UOB: Buy the Australian dollar at the bottom for recovery later this year
Accumulate the Australian dollar at the lower end of its likely US$0.77 to US$0.79 trading range, with the currency set to strengthen ahead, UOB said…
Deutsche Bank: Trade war fears are buying opportunity for China sporting goods and appliance players
Fears that the Trump administration is pursuing a trade war have created a buying opportunity in shares of China’s sporting goods and appliance makers, Deutsche…
DBS: This is who could benefit from the US trade spat with China
Because the U.S. is specifically targeting Chinese-made goods with potential trade tariffs, some Southeast Asian countries could reap benefits, DBS said in a note on…
Nomura: Singapore is vulnerable to a US-China trade war
Singapore’s economy is “ultra-open and highly leveraged,” and that makes it susceptible to rising trade protectionism and tighter financial conditions as global interest rates rise,…
Daiwa: We’re not calling it a trade war anymore
Daiwa said the Trump administration’s efforts to impose tariffs on China weren’t really a trade war. “The big picture is that the U.S. and China…
DBS: Market selloff on Trump trade war fears ‘justified’
The markets were justified in selling off after the Trump administration announced fresh initiatives to impose tariffs on imports, this time from China, DBS said…
DBS: Trade tensions are dominating currency and bond markets
Most of Asia’s currencies lost ground this week, stuck between the rock of U.S.-led increases in global trade tensions and the hard place of a…
Nomura: Trump’s trade bark doesn’t have all that much bite
While the Trump administration could still become more aggressive on trade policy later, its actions over the past week have reduced the risks over U.S….
Trump’s latest trade salvo: How worried should markets be?
Markets globally have fallen in the wake of U.S. President Trump lobbing his latest aggressive trade threats. Trump launched plans to impose US$60 billion in…