With geopolitical tensions rising, Beijing’s new Hong Kong–Shenzhen policy aims to open alternative capital channels

As the US Fed meets this week, investors are watching the oil price, inflation, geopolitics, shipping and aviation risks.

Amid volatility, dollar weakness, and high government debt, the global fixed income market is poised for a bumpy reset with more instruments in Asia to benefit, according to Andrew Jackson, head of investments and head of fixed income boutique, at Vontobel.

Three judges at the US Court of International Trade have argued the Trump administration has exceeded its authority over tariffs; the judgment, which came after 12 states filed a lawsuit, has been appealed and the decision temporarily paused by another court.

Exports grew 15% in Q1, however there is expected to be a slowdown moving forward as tariffs bite, the baht remains strong and tourism faces headwinds.

Markets have rallied after a weekend agreement to reduce tariffs to 10% in China and 30% in the US is good news for companies, markets, and the US dollar; however, pharmaceutical stocks are in focus as US president Donald Trump tries to reduce drug prices.

China and the US will start high level trade talks on May 9 in Switzerland.

Japan's economy set to be hit amid some wild currency moves across the region, including from the Taiwan dollar.

Chan will join from Goldman Sachs as head of markets solutions for financial institutions for Asia South and Asia North in July.

The DRs represent HKEX-listed Chinese firms including Alibaba, Tencent and Xiaomi.