Global demand continues to be weak and for a country like Singapore that is open, it shows very, very quickly and rapidly, they certainly have room to tweak the policy but the question is one of prudence - would they indeed be prudent to do so? After Brexit we think there is a small possibility.

Vishnu Varathan

Categorized in : Industrials

There certainly is going to be pronounced risks mainly because we've now moved on to the tit-for-tat-for-tit phase of it, this is going to drag on until they can all come to the table and agree to even the playing field. But the unpredictability of the situation continues to rattle the markets.

Vishnu Varathan

Overall, the cross above the 50 waterline is not in doubt, but the ability for manufacturers to continue to accelerate, or to maintain sharp surges in production, is in question given underlying demand, apart from some bright spots, doesn’t seem to have permeated more widely across the different sectors.

Vishnu Varathan

Without a doubt, as long as China remains in a very soft spot... it's natural that North Asia, which is very highly oriented to China's market, whether directly or as a conduit, also takes a knock.

Vishnu Varathan

The risks of a technical recession have grown, I think significan... by Vishnu Varathan

The risks of a technical recession have grown, I think significantly.

Vishnu Varathan

What is really important is for markets to observe where the renminbi really goes over the next few days to see whether this is indeed a one-off adjustment or a sustained trend.

Vishnu Varathan

most-read-articles