Fed kicks off a "jumbo" 50bp rate cut - so why are JPY, USTs and US equities selling off? Why is NKY rallying? The cross asset Asia session of green & red blinking tickers explained.
Not sure if you cover it but $ASEA (singapore, malaysia, indonesia, etc) has been up only and even unphased through the crash. I know it has favorable backdrops like demographics, china decoupling, falling dollar, etc but those themes have been around for a while. Anything behind this particular outperformance from all the other international indices?
Not sure if you cover it but $ASEA (singapore, malaysia, indonesia, etc) has been up only and even unphased through the crash. I know it has favorable backdrops like demographics, china decoupling, falling dollar, etc but those themes have been around for a while. Anything behind this particular outperformance from all the other international indices?