While transparency remains an issue, the scale of shadow banking in China is only a fraction of what is still present in the U.S. and Europe, says David Mann, Regional Head of Research, Asia at Standard Chartered Bank.» Read More
Brian Jackson, Global FX Strategist, Coutts expects the yen to weaken over the next 6-9 months. He adds that the scenario will depend on a LDP victory and its subsequent influence on the BOJ.
Fan Cheuk Wan, Head of Research, Asia Pacific, Credit Suisse Private Banking says the region's domestic-driven cyclical sector is attractively priced and will benefit from growth in Asia.
Fan Cheuk Wan, Head of Research, Asia Pacific, at Credit Suisse Private Banking says a solution to the U.S. fiscal cliff will likely curb the outflow of North American equity funds, but she sees a sustained momentum and flow of funds into emerging markets and Asian equities.
Gaurav Sodhi, Resources Analyst, Intelligent Investor explains why North America is going to be more important than the Middle East when it comes to the future of the global energy market.
Richard Yetsenga, Head of Global Markets Research, ANZ says Japan is likely to hurt fiscal financing if it succeeds in lowering the yen, as JGB yields will probably rise above 1% with more policy intervention.
Russell Jones, Global Head of Fixed Income Strategy, Westpac Institutional Bank sees a prolonged period of yen weakness if the Bank of Japan takes a more aggressive stance, following the potential leadership changes in Japan.
Russell Jones, Global Head of Fixed Income Strategy, Westpac Institutional Bank thinks riskier assets will benefit should Washington reach an agreement on the U.S. fiscal cliff.
Reva Bhalla, Vice President, Global Analysis, Stratfor says the changing dynamics of the region is pushing Israel to secure its borders and eliminate any security threats, notably Hamas.
Pawan Goenka, President, Automotive & Farm Equipment Sectors at the Mahindra Group talks about the challenges and opportunities in India's electric vehicle space.
Ed Moya, Chief Currency Strategist at Trading Advantage says that Japan's intervention in the currency market has not helped much and that the yen rally is set to stay for a little bit longer.
Tony Nash, Managing Director, IHS says the 10 percent on-quarter contraction in Singapore's manufacturing sector is due to a decline in technology, pharmaceuticals and weak European demand.
Ties between the U.S. and China will take a new turn with the arrival of China's new slate of leaders, and Obama's re-election. But as CNBC's Eunice Yoon reports, bilateral ties will very much depend on their trade relationship.
Cheng Li, Director of Research & Senior Fellow, Brookings Institution says the methhods by which China's new leaders were chosen is a lost opportunity to enhance their mandate to govern.
Michael Woolfolk, MD & Senior Currency Strategist at BNY Mellon says the nominal dollar-yen rate will continue to decline if inflation continues to stay near 0% in Japan.
Denis Gould, CIO, Hong Kong Multi Asset and Wealth at HSBC Global Asset Management says that with interest rates set to stay low for a extended period of time, high yielding dividend plays are the place to be.
Jonathan Barratt, CEO & Founder, Barratt's Bulletin says that as oil prices are so volatile, its safer to trade the spread between nymex and brent.
Penelope Prime, Director, China Research Center & Professor, Institute of International Business, Georgia State University says that China's new leaders will not likely make any radical changes anytime soon.
Ron Kirk, U.S. Trade Representative says that China has not fully embraced all of its trade liberalizing commitments and that America's relationship with China is filled with both opportunities and challenges.
Dan Greenhaus, Chief Global Strategist at BTIG says the fiscal cliff is something to worry about as economic growth could soften significantly if a resolution is not met.
After bottoming in the third quarter, China’s economy growth is set to accelerate in 2013 and beyond, provided the country push through crucial reforms to escape the “middle income trap,” the head of Asian Development Bank (ADB) warned.