The banking stocks in Singapore, Taiwan and South Korea look attractive to Markus Rosgen, MD & head of regional strategy at Citi. He explains his investment rationale, with CNBC's Amanda Drury & Sri Jegarajah.
|
Jason Feer, VP & Singapore bureau chief at Argus Media has noticed a de-linking of oil markets -- oil demand in OECD countries has dropped but Asia is now leading demand. He speaks to CNBC's Oriel Morrison & Sri Jegarajah.
|
M&A activities are expected to pick up in Asia, according to Julia In, Hong Kong bureau chief at mergermarket. She reveals the popular sectors for deals and assesses the M&A outlook in the region, with CNBC's Oriel Morrison.
|
South Korea and India have been fairly slow in hiking interest rates to rein in inflation, observes Sailesh Jha, senior regional economist at Barclays Capital. He assesses the inflationary pressures weighing on Asian economies, with CNBC's Martin Soong.
|
Inflation will continue to afflict Asian economies, notes Robert Prior-Wandesforde, senior Asian economist at HSBC. As such, he tells CNBC's Martin Soong & Sri Jegarajah to expect a lot more interest rate rises in the region.
|
James Chirnside CIO of Asia Pacific Asset Management tells Karl Siegling portfolio manger at Cadence Capital and CNBC's Jeffrey James that he is bullish on Asian stocks and sees an upside in the third quarter.
|