vimarsana.com

Strain fulltime employment rising 74,500 positions in march there. Participation at 64. 8 percent, so better than expected, the aussie dollar rising to a session high after a strong beat when it comes to the jobs numbers. From thoseo move on jobs numbers we have the Financial Stability report we have been waiting on from the austrian central bank, the rba touching on this hot button issue of Housing Affordability come of whether we are setting up for a housing bubble, saying Interest Rate supporting Household Debt repaying ability and that Household Financial stress indicators to remain contained. Growth atwe have wage record lows at the same time household that largely comprised of mortgages are climbing ever higher. There has been concerns about the impact when it comes to financial instability as Interest Rates globally start to head higher. Lets get market reaction. Sophie is on that for us. Sophie as you saw on your screen, we did have the aussie dollar jumping following that the jobs number out of australia, but we are seeing the asx 200 down about. 7 . We do have hong kong and shanghai coming online. Take a look at the hang seng down. 5 . Chinese stocks falling for a second day ahead of tighter trade numbers. Resuming reverse repo sales after a 13 day pause, strengthening the yuan. Lets pull up this fullscreen and check in on some equities. Falling after reporting the lowest profits. Tai up 4 . Cathay pacific up. 5 after announcing the replacement for the ceo. Fortescue, the largest iron ore exporter, plunging the most after reporting lower shipments and higher costs as iron ore prices continue their downward spiral. Bhp and rio tinto caught up in this line. I want to into on japanese assets, the yen surging after trump sent the dollar is getting too strong, touching the 200 Day Moving Average for the first time in five months, and this is sending 10year jgb yields closer to the 0 target, falling to the lowest since december. Thank you very much indeed. Right come asking this question, who is the currency manipulator . Not at the moment, according to president trump, who said he will not be branding china a currency manipulator, retreating from an earlier Campaign Promise and blaming the stronger dollar for hurting u. S. Competition. He told the wall street journal they are not currency manipulators. Right, china is overtaking the u. S. As the largest investor in pakistan. China has been revamping its railways and roads and pledged 55 billion to the economic corridor. Over 500 was just million compared to chinas 1. 8 billion. The first lady has won a payout and an apology from a british tabloid newspaper over. Llegations that hurt her last august, the daily mail cited an article that a london daily report contained untrue comments. One 3 million, but was seeking us much is 150 million. Global news 24 hours a day powered by more than 2600 journalists and analysts in more than 120 countries. This is bloomberg. I am peter elstrom. I am david ingles. Haidi singapores economy lost so momentum in the First Quarter contracting from the previous period. Is tracking this for us. With those comments from trump, maybe less in the trade concerns bigger picture, but is the reason to worry and you are singapore . Haslinda there is reason to be cautious when it comes to singapore. Of 1. 9 contraction quarter on quarter. The market was looking for 1. 8 contraction. We saw an expansion of 12. 3 the quarter before year on year come at 2. 5 percent expansion, the estimate was 2. 6 , so the disappointed on both counts. The major drag on the economy was manufacturing, extending the drop we saw in the quarter before, manufacturing is important to singapore. , the sector, accounts for a fifth of gdp, so you can see why growth in the lion city is volatile. ,t fluctuates big time dependent on trade, exports, tied to the fortunes of other countries, china, the u. S. As well. The talk of rising antiglobalization sentiment, talk of areas and imports from china, not good news for the lion city. Still, there is a silver lining. The Global Economic outlook has improved slightly, Global Capital expenditure is up, china has stabilized, so however you choose to look at it, maybe the glass is half full. Given theell me, First Quarter contraction, central bank, well, it has kept its Monetary Policy unchanged. Haslinda yep. Sticking to its neutral policy to help prop up growth. It is keeping a zero appreciation of the singaporean dollar, saying over all growth will remain modest. Take a look at this chart. Central bankthe eased three time since 2015. Wording of its policy stance, saying it will keep for an expanded extended period. Some economists see that a suggesting you would not move at the next the decision date in october. A comment here that says those e hoping for a hawkish hand will likely be disappointed. We put that in context, the Singapore Dollar has been rising peerages yesterday it was of the strong as level this month. Rishaad thank you very much indeed for that. Haslinda amin in singapore. President trump pouring fuel on the u. S. Bond rally, and the fed chair herself. Economics and policy editor is kathleen hays. Markets assumed trump would not be real pointing janet yellen when her term expires in february. Has he changed his mind on that one as well . She is notguess toast, not even close to it could lets put this into perspective. Donald trump was critical of the fed let by janet yellen on the campaign trail, keeping policy to easy, potentially devaluing the dollar. We know janet yellen has to step down in february 20 18th of the president does not read a pointer as the fed chair, Stanley Fischer is also due to end the next year, but now we are hearing from donald in this wall street journal interview. When asked, he likes and respects janet yellen and likes the current regime of low Interest Rates, not surprising when you are on the campaign trail it is one thing to look at the situation under the previous administration. Now he is the one in charge of the economy and probably starting to appreciate a fed chair who has cautious about this whole policy of normalization. The bond market like this very much, so lets jump into the 7487. Rg and look at the you dont even have to be a technician to appreciate it, the blue line is the resistance for the bond market to rally and go through to a lower yield level to a higher price. The red line was the support. The idea is the market could 2. 6 yieldk above that level. That would be bearish according to bill gross. Now it has broken into more and if youritory, believe in technicals, it looks like the rally could continue. Its not just donald trump and what he said. It is also north korea, tensions, uncertainty, will the u. S. And china find a way to deal with north korea together . These are the questions and uncertainties that are driving Global Investors into the safety and security of the u. S. Treasury market. Trump also said he wont label china a currency manipulator. Has he been watching bloomberg tv . Obviously. How could anyone not watch bloomberg tv . Christine lagarde of the imf was speaking with Bloomberg Television and an exclusive interview. She said it does not make sense as angle out one country currency manipulator. You have to look at the Broad Spectrum and what is happening. Here is what she said. Can identify one particular country, because the whole system works together, and when the currency goes off somewhere, it goes off somewhere else, it has to be a zerosum game, so i think the assessment of currency should be conducted in a very cohesive manner. Plans its own currency report in july. In 2015, the imf had said the currency is no longer undervalued could lets look at the criteria that will be assessed and released in the treasury departments currency report this weekend. You have to have a material global trade surplus. Well, chinas global trade surplus is not that that, but a significant trade surplus with the u. S. Is where the u. S. Could find china in the currency manipulator group. And, you need to be trying to weaken your currency, but china has actually been trying to steady the yuan and not make it stronger, so this is why perhaps the president of the United States longer things they are manipulators. 5913, this chart gives us a good picture of this one area where china could be held as a currency manipulator. Those yellow bars represent the u. S. Trade deficit with china, chinas trade surplus with the u. S. It is the main thing left for the United States to be complaining about i guess you could say, but obviously in the latest meeting, it looked like donald trump and president xi jinping were ready to find a way to the find ways where they could move ahead on trade come move ahead on trade agreements, and still find a way to find more balance. So we shall see. If china can make the move from export led growth in consumption, that should go a long way to helping us out. Haidi may be has been looking at these charts, poring over these charts in tv. Thank you for that. Coming up, a new venture fund rhl set up by millennials. We talk about the groups ambitious growth plans. This is bloomberg. Rishaad you are back with Bloomberg Markets asia. 9 45 in hong kong. Haidi 11 45 in sydney. A plan tois delaying move some wealth clients to a new self manage system as it waits to see if the Trump Administration will uphold Higher Standards for brokers. The bank had been planning to let clients manage their own retirement accounts this month. Trump has ordered a review of Labor Department rules to ensure products are inclineds best interests. The chairman of rio Tinto Tsonga Mina remains in talks on two separate investigations. Australia Police Looking into a 10. 5 million payment for assisting in negotiations. They are investigating a 3 billion impairment charge on a al deal. Ue co haidi some mixed earnings reports from japanese retailers. Investors not liking a warning drop inson, a 7 operating profit for fiscal 2017. Forecasting a jump in operating profit for the current fiscal year to 1. 8 billion dollars, the shares continuing to fall. Lowering its operating profit outlook, and now see a 23 billion share buyback. Right, young members of Southeast Asian business empires have come to form a group, rhl ventures has back three apps. The cofounder is in the studio with me now. Tell us about it. Talkguess you want to about game on, which we signed recently as well. They are the official chatbots partner for the premier league. Have ambitions to come into Southeast Asia, which will be announced very soon. Rishaad tell us about your investment strategy. How do differ from anywhere else . I dont think we have ever been called venture capitalist. What we do is we are longterm capital, and why we say that because his a lot of people look at markets and say i have a oneto your time horizon, and the reason why is they bought lps that won a two year time horizon and a look at numbers every quarter. We have longterm strategies where we are value adding at the same time could wear we defer the most is we have Family Networks and listed entities we own on the family side, and we are able to use that network to accelerate growth in the startups we invest in with the mindset of being partners from into two in the. End to end. The two rishaad tell us about what you are interested in in particular. Multiple things, a lot of things we love, real estate, financials, agricultural, health care. The sectors we dont know very bring insay we will industry expertise, local knowhow. People understand how to navigate the political landscape, understand financials. It is multiple disciplined and also with multiple backings we have. Tohave people who are able play agriculture, and when we do that, we come in with agriculture connections into the space. In terms of region, there is a strong focus on Southeast Asia. Is there an exclusive focus on that part of the world . Yes and no. We like Southeast Asia because there are 11 countries. Foreign funds when they come in and with a look at china and india, and the reality is that it is not the same. It essentially has a lot of cultures and dialects and provisional governments that are different, so when we say we can play Southeast Asia, we can play global, a Global Companies looking into Southeast Asia. Provide, create different verticals and revenue for them in a different region altogether. You and your partners have come together with similar backgrounds, but talk me through what kind of Decision Making process you go through in order to decide if youre going to make an investment. Investment, you go through the market research, look at market trends, consumer behavior. We are catalyst focus. There are two different type of business as we like a lot, is this is the capital businesses that are able to scale and have a lot of operating leverage. The other businesses or technology that blow your mind away. Haidi thanks for that. Rhl there for us in hong kong. Coming up, Cathay Pacific promoting and new ceo weeks after its first annual loss in eight years. We will look at this formidable set of challenges for the new leader up next to this is bloomberg. Haidi this is Bloomberg Markets asia. Cathay pacific has named a new ceo after seeing the first annual loss in eight years. Rishaad chief operating officer facing a slew of challenges here. Indeed come the list is a long one, is it not . Yes, it is quite a long list. The immediate problem they have to sort of face and try to resolve is the competition they are facing with the chinese carriers. The chinese carriers have aggressively been expanding overseas, offering nonstop flights from china, basically preventing people from having to ub through hong kong. So the hub status of hong kong is under threat because of the chinese expansion, and that is one of the things the new ceo will have to address. Rishaad he also has to address this share price ultimate, hasnt he . This tells it all. He managed to have a decline of chu, we havebee seen a sharper decline. That is the thing, isnt it . Underachievement behind them. It will be important they get this has to them. That is why they have started this three your transformation have embarked on, and part of that is to reduce costs. They are looking to reduce 400 billion hong kong dollars in the three years, half of that will be done in the first year. So there will be a lot of job cuts coming up and rationing their routes as well to reduce their costs. Thei weve talked about hub model no longer working, competitors not letting up, so what else can they do . Much theyhere is not can do because structurally hong kong has always been big gateway in the old days where the Chinese Airlines because they have not been expanding much use hong kong as a way to go international, so it will be challenging for them to find a way to attract people back into hong kong as an attractive hub. The newough gig for Cathay Pacific ceo. Thank you for that. China setng up next, to release march trade numbers. Do we see a return to surplus after that rare deficit, the first in three years . That is up next. This is bloomberg. Announcer from our studios in new york city, this is charlie rose. Charlie we begin with our continuing coverage of the events in syria. The Trump Administration has accused russia of an attempt to confuse the world about who is responsible for last weeks chemical attack. The u. S. Maintains there is no doubt the Syrian Regime was behind the assault, which provoked americas retaliatory airstrikes. The charge of a coverup comes as secretary of state Rex Tillerson is on a visit to moscow where his goal is to convince the russians to stop backing bashar alassad. U. S. Airstrikes have

© 2024 Vimarsana

vimarsana.com © 2020. All Rights Reserved.