Vishnu gives his insights on the possible reasons for the mixed markets performance across the region.
He outlines the three issues that will come to roost in November:
- the prospects for taper (as early as the Nov 3 FOMC)
- potential for Evergrande’s bond default coming home to roost (after the 1-month grace in late-October)
- US debt ceiling threats, the conspiracy of risks may impinge on liquidity
- Central bank numbers out of Thailand and Vietnam
- PMI numbers in several markets globally
Guest: Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank
Presenter: Brian Fernandez
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