China's rebalancing to a consumption-led model will benefit consumer-oriented stocks in China and Australia, says StanChart's Clive McDonnell.
Most Asia markets ended higher on Tuesday, as oil prices advanced and gaming shares retraced some of Monday's losses.
The Reserve Bank of Australia won't be cutting interest rates further, based on inflation data and the Aussie dollar, says Macquarie WM's Martin Lakos.
Australia's big four banks have been in the headlines for all the wrong reasons in the past year.
Fundamentals for consumer spending in Australia are solid and the economy looks resilient, says David Bassanese, chief economist at BetaShares Capital.
Asian equities were higher on Tuesday, with the ASX recovering earlier losses to struggle into positive territory.
New Governor Philip Lowe opted to wait and see, with September inflation data likely to be key to future rates decisions.
Tuesday's decision to stay on hold was largely expected and the RBA is likely to keep a close eye on inflation going forward, says Shane Oliver, chief economist at AMP Capital.
The RBA has no need to be trigger happy with rate cuts, meaning the AUD will remain at the higher end of its range, says Bank of Singapore's Sim Moh Siong.
The RBA will be concerned with CPI and housing data but will likely make further rate cuts only next year, says Nomura Australia's Andrew Ticehurst.
The RBI is likely to leave rates unchanged under its new governor but it has room to be flexible, says JPMorgan Asset Management's Richard Titherington.
Inflation data will be a key indicator for the RBA in making its decision, says Paul Bloxham, chief economist for Australia and New Zealand at HSBC.
Asia markets advanced on Thursday, tracking the overnight rally in the U.S., after the Fed kept rates on hold.
The new RBA governor Philip Lowe's main challenge will be to stabilize the Aussie dollar which is slightly overvalued, says UBS WM's Tan Teck Leng.
The Australian market has one of the highest payout ratios, but this could be an issue as it means firms are not reinvesting, says Russell Investments' Graham Harman.
Credit should be given to the RBA for rebalancing growth in Australia from mining to the housing and service sectors, says HSBC's Paul Bloxham.
Asian shares traded mixed as investors digested the Reserve Bank of Australia's decision to keep cash rates unchanged at 1.5 percent.
Australia's central bank kept its cash rate steady at 1.5 percent on Tuesday, a widely expected outcome.
The RBA is likely to wait for inflation to hit the lower bound of its target range before its next cut, says Emily Dabbs, economist at Moody’s Analytics.
Australia's central bank kept its cash rate steady at 1.5 percent on Tuesday. CNBC’s Matt Taylor takes a look at the market reaction.