North Asia

Domestic investors are supporting local technology companies, allowing tech giants like Ant Group to select Hong Kong and Shanghai for its IPO.

US President Donald Trump has said he is ending trade preferences for Hong Kong and signed into law an act that authorizes sanctions on banks. What will this mean for the HK-US dollar peg?

The rationale for the winners in Taiwan, Thailand and Vietnam.

The rationale for the winners in Singapore, South Korea and Sri Lanka.

The rationale for the winners in Malaysia, Mongolia, Myanmar, Pakistan and the Philippines.

The rationale for the winners in India, Indonesia, Kazakhstan and Laos.

The rationale for the winners in the following countries: Bangladesh, Cambodia, China, Hong Kong and Hong Kong (Chinese financial institutions).

Companies must decide between capital expenditure spending amid an unknown future or accept stretched balance sheets in a post Covid-19 world.