The ongoing coronavirus crisis has had a "muted impact" on BHP so far, which has seen a 46% uplift in underlying earnings per share and its second biggest dividend on record, says CEO Mike Henry.
Mark Todd from Bank of China (Australia) says panda bonds — yuan-denominated bonds by non-Chinese issuers — is one space that he's interested in right now.
Japan reported a 6.3% fall in gross domestic product in the fourth quarter of 2019, much worse than the 3.7% contraction that analysts in a Reuters poll had forecast. Waqas Adenwala of the Economist Intelligence Unit (EIU) discusses the outlook for the Japanese economy.
China's economy may see a "V-shaped recovery" following the coronavirus crisis and achieve an overall full-year growth rate of 5.4%, says Thomas Fang from UBS. The country's GDP target for 2020 was set for around 6%.
Alan Lim of E-Services Group says there is "completely no domestic consumption" now and "factories are, at best, this week at 25% production ... you need approval by the government to say you [can] work."
Mark Matthews of Bank Julius Baer says markets "shouldn't be this strong," after the "mood has deteriorated" following the change in method of reporting cases by health authorities in Hubei.
Rob Subbaraman of Nomura says the economic data for February could be "a lot worse than people think."
Investors and asset managers have a "huge appetite" for risk at the moment, says Stuart Oakley of Nomura.
Haibin Zhu of JPMorgan says the People's Bank of China is unlikely to "actively use" yuan depreciation as a policy response to offset the country's "domestic demand and supply shock."
Doug Gordon of Russell Investments says those reviews could lead to average inflation targeting for the Fed and potentially a higher inflation target for the ECB.
India reported three confirmed cases, out of more than 1,700 people tested around the country as of Thursday, according to the Indian Council of Medical Research.
Besides the multi-billion dollar disruption to Australia's higher education sector, the government should allow students to return on humanitarian grounds, says Nick Coyle, Executive Director of the China-Australia Chamber of Commerce (Beijing).
Khoon Goh from ANZ Bank says activity could be shifted to Taiwan, as the fallout from the coronavirus outbreak continues.
"We really need to put this into context globally," says Jason Brady, CEO of Thornburg Investment Management, who cites how the common flu kills more people in the United States annually alone compared to the current novel coronavirus.
India has screened more than 2,000 incoming flights and is keeping tabs on over 15,000 passengers to ensure the disease outbreak is contained, says health minister Harsh Vardhan.
The most important consideration when investing in a healthcare provider should be the reliability of its reimbursement system — especially in times of crisis, says Helmut M. Schuehsler, CEO of TVM Capital Healthcare Partners.
Francesco De Ferrari of AMP says the firm is "working really hard to get money back to clients" as part of its remediation program.
The coronavirus outbreak in China has resulted in the country needing to import commodities such as manganese ore rather than relying on its domestic production which has "retreated," says Graham Kerr of South32.
Investors need to focus on adjusting their portfolios for risks and buy market dips in the U.S.' 2020 election year, says Jim Lowell of Adviser Instruments.
Hao Hong from the Bank of Communications International says that China has to gauge costs of putting all activity on hold, versus keeping the outbreak situation stable.