Chetan Ahya: Why are Asia’s Exports Defl...

<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More

<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

En Chine, l’activité industrielle est repartie sur les chapeaux de roue en février. L'économie chinoise semble se relever plus rapidement que prévu. Elle sort de trois ans d’isolement imposé au nom de la politique « zéro covid ». Ces bons chiffres de l'industrie sont bienvenus à ... Show More

Le cacao produit en Asie se réduit comme peau de chagrin. Mais en revanche, la demande est en pleine croissance. Une bonne nouvelle pour les pays producteurs, qui espèrent que cela finira par faire remonter des prix toujours trop bas. (Rediffusion) Les nouveaux marchés de demain, ... Show More

Depuis plusieurs mois le marché du coton tourne au ralenti faute d’acheteur. La demande est désormais si molle que la baisse de production annoncée en Inde n’a pas eu d’impact sur les prix. La demande évaluée pour l’année cotonnière en cours est de 110 millions de balles selon le ... Show More

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More

<p>Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. </p> <p>The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ... Show More

Could you be overlooking investment opportunities in Asia? What's the best way to find exposure in the region? In this podcast, Richard Edgar, Editor in Chief, talks to Fidelity’s Gary Monaghan, Hong Kong-based Investment Director for Equity, and Luc Froehlich, Head of Investment ... Show More

The gross domestic product (GDP) figure translated to a quarterly increase of 1.5%. It's the third straight quarter of expansion led by external demand and expanded exports by 3.2% respectively. The positive GBD data was driven by exports of goods such as automobiles as supply ch ... Show More