Latest from NICK EDWARDS
The sentiment profile of Asian equities suggests near-term signals that markets are running too hot should be tempered by longer-term economic fundamentals.
The sentiment profile of Asian equities suggests near-term signals that markets are running too hot should be tempered by longer-term economic fundamentals.
Home affordability in Hong Kong is at its most punishing so far this century, so why do prices keep rising?
Home affordability in Hong Kong is at its most punishing so far this century, so why do prices keep rising?
Downbeat perceptions of mainland equities have hurt their Hong Kong-listed counterparts.
Downbeat perceptions of mainland equities have hurt their Hong Kong-listed counterparts.
Spot copper prices leave no doubt about the intensity of the commodity-driven downdraft they are caught in.
Spot copper prices leave no doubt about the intensity of the commodity-driven downdraft they are caught in.
Which mainland data should you put more trust in, exports or industrial production? It is a tough call, given that all the proxies for factory output are trending down.
Which mainland data should you put more trust in, exports or industrial production? It is a tough call, given that all the proxies for factory output are trending down.
The risk of falling prices on the mainland is highlighted by the economics team at HSBC as the first of its five key macro themes that will dominate the thoughts and actions of policymakers in Beijing this year.
The risk of falling prices on the mainland is highlighted by the economics team at HSBC as the first of its five key macro themes that will dominate the thoughts and actions of policymakers in Beijing this year.
Asia's export-oriented economies face a tough year ahead, mainly because of the supereasy monetary policies being used to dig the euro zone and Japan out of deflationary holes that will keep their respective currencies weak.
Asia's export-oriented economies face a tough year ahead, mainly because of the supereasy monetary policies being used to dig the euro zone and Japan out of deflationary holes that will keep their respective currencies weak.
Mainland shares might have rallied close to five-year highs but global investors are "far from reaching a consensus positive stance about China", as equity analysts at Citi put it.
Mainland shares might have rallied close to five-year highs but global investors are "far from reaching a consensus positive stance about China", as equity analysts at Citi put it.
The US dollar's resurgence has global investors pondering what it implies for capital flows into - and more likely out of - emerging markets next year.
The US dollar's resurgence has global investors pondering what it implies for capital flows into - and more likely out of - emerging markets next year.
Investors in Asia's main export-sensitive economies thought earlier this year that economic recovery in the United States would fuel demand for the region's factory output.
Investors in Asia's main export-sensitive economies thought earlier this year that economic recovery in the United States would fuel demand for the region's factory output.
Copper has endured its biggest two-week fall since 2011, according to the proprietary Marex Spectron Global Copper Sentiment Index.
Copper has endured its biggest two-week fall since 2011, according to the proprietary Marex Spectron Global Copper Sentiment Index.
Mainland China is back to exporting one of its most world-changing products - deflation.
Mainland China is back to exporting one of its most world-changing products - deflation.
The tumble taken by investor sentiment across the asset class spectrum in recent weeks has triggered some of the sharpest price falls in years.
The tumble taken by investor sentiment across the asset class spectrum in recent weeks has triggered some of the sharpest price falls in years.
Mainland equity markets saw turnover surge above 1 trillion yuan (HK$1.26 trillion) for the first time on record yesterday.
Mainland equity markets saw turnover surge above 1 trillion yuan (HK$1.26 trillion) for the first time on record yesterday.
The hammering being dished out to oil traders is being watched with growing anxiety by dealers in other markets, not least copper.
The hammering being dished out to oil traders is being watched with growing anxiety by dealers in other markets, not least copper.
Theories abound among policy watchers trying to figure out what prompted Beijing to cut interest rates this time a week ago.
Theories abound among policy watchers trying to figure out what prompted Beijing to cut interest rates this time a week ago.
Thawing relations between Beijing and Tokyo should help Nissan Motor hit its target of selling two million vehicles on the mainland in its 2017-18 financial year, the carmaker's vice-chairman Toshiyuki Shiga said.
Thawing relations between Beijing and Tokyo should help Nissan Motor hit its target of selling two million vehicles on the mainland in its 2017-18 financial year, the carmaker's vice-chairman Toshiyuki Shiga said.
Trading in China's most important industrial metal is giving no cheer to dealers on the Comex in the United States.
Trading in China's most important industrial metal is giving no cheer to dealers on the Comex in the United States.
The traditional approach for investors faced with dual-listed stocks is pair trading, assuming fairly stable movement between the two shares.
The traditional approach for investors faced with dual-listed stocks is pair trading, assuming fairly stable movement between the two shares.
The biggest weekly drop in global trading sentiment on copper since August makes clear that volatility is back.
The biggest weekly drop in global trading sentiment on copper since August makes clear that volatility is back.
Beijing's push to rebalance the economy towards domestic demand is more an imperative than an ambition, as this chart shows.
Beijing's push to rebalance the economy towards domestic demand is more an imperative than an ambition, as this chart shows.
Copper is arguably the most important metal to China, so a slide in futures prices from July to October that took the market to a six-month low has been a gripping ride for investors.
Copper is arguably the most important metal to China, so a slide in futures prices from July to October that took the market to a six-month low has been a gripping ride for investors.
The central government has ordered stoppages at numerous industrial plants in areas surrounding Beijing in an effort to have a smog-free Asia-Pacific Economic Cooperation (Apec) summit in November.
The central government has ordered stoppages at numerous industrial plants in areas surrounding Beijing in an effort to have a smog-free Asia-Pacific Economic Cooperation (Apec) summit in November.
Volatility in foreign exchange markets is anchored near record lows with traders seemingly unmoved by the uncertainty that gripped global equities on jitters about US interest rate tightening.
Volatility in foreign exchange markets is anchored near record lows with traders seemingly unmoved by the uncertainty that gripped global equities on jitters about US interest rate tightening.
The government has finally given a clearer definition of what it means to be a "Hong Kong carrier", which may put an end to proposed budget carrier Jetstar Hong Kong's two-year wait for approval owing to objections on those grounds.
The government has finally given a clearer definition of what it means to be a "Hong Kong carrier", which may put an end to proposed budget carrier Jetstar Hong Kong's two-year wait for approval owing to objections on those grounds.