Chetan Seth of Nomura explains why Asian markets aren't as vulnerable to a taper tantrum as they were in 2013 if the Fed starts to wind back stimulus.
Christiaan Tuntono from Allianz Global Investors is positive on India, Indonesia and the Philippines on the back of weakness in the U.S. dollar.
Sarah Lien of Eastspring Investments says despite the recent rally, southeast Asian markets are full of opportunities, including the real estate sector.
Pushing for further clarity on U.S. commitment to Taiwan is a matter up for debate, says Scott Kenendy of CSIS.
The Philippines' national government has enough funds to vaccinate its estimated target of up to 60 million people against the coronavirus, says Secretary of Finance Carlos Dominguez.
We expect a "strong rebound" in the second quarter onward of next year from the coronavirus pandemic, says Benjamin Diokno, governor of Bangko Sentral Ng Pilipinas, the central bank of the Philippines.
HSBC's Joseph Incalcaterra says Indonesia is unlikely to see a quick economic recovery as the coronavirus isn't well-contained without a full nationwide lockdown, but the country has room for more fiscal stimulus to aid the recovery. He adds that the big drop in remittances to the Philippines will only continue as economic activities globally are not back to normal levels yet.
The Philippines' government can afford to increase its fiscal spending to support its national recovery from the coronavirus pandemic, says Euben Paracuelles, chief ASEAN economist at Nomura. He also discusses Indonesia's "pretty serious" economic situation, saying its second quarter GDP will be a "huge wake-up call," with Nomura estimating a 6.1% contraction.
The Philippines is currently focusing on ramping up testing for the coronavirus and gradually reopening its public transport system safely, says Karl Kendrick Chua, acting secretary for the country's National Economic and Development Authority.