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☆ Morgan Stanley says it's 'most focused' on China's 'deflationary challenge'
▼ + stars: | 2024-02-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley says it's 'most focused' on China's 'deflationary challenge'Chetan Ahya, chief Asia economist at Morgan Stanley, says policy measures have not been sufficient to address the problem in a "decisive manner."

Persons: Morgan Stanley, it's, Chetan Ahya Locations: Asia

☆ Big Tech’s next key market is India. Here’s how four Club portfolio names are playing it
▼ + stars: | 2024-02-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

Just days after delivering a stellar quarter, Microsoft CEO Satya Nadella was on a whirlwind speaking tour throughout India. The Indian market also represents a largely untapped market that will diversify revenue streams. Over the summer, India became Amazon's first market in Asia to launch its dedicated virtual cargo airline , dubbed Amazon Air. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Satya Nadella, Morgan Stanley, Chetan Ahya, Ahya, Bernstein, Nadella, Zev Fima, Fima, Tim Cook, Amazon, Sundar Pichai, Jim Cramer's, Jim Cramer, Jim Organizations: Microsoft, Apple, country's Ministry, Skill Development, Entrepreneurship, Club, Foxconn Technology, Media, Amazon, Walmart, Web Services, Google, CNBC Locations: India, Mumbai, Bengaluru, New Delhi, China, Asia, United States, Chennai, Puna, Hyderabad, Tamil Nadu, India's, Gujarat

☆ India is the new Asia growth story. Here’s why investors are bullish on the outlook
▼ + stars: | 2024-02-08 | by ( Hakyung Kim | ) www.cnbc.com time to read: +7 min

As China's property market and deflation woes continue to rattle investors, India's growth outlook appears all the more impressive. Last year's annual report attributed strong revenue growth partially to expansion in the Middle East, India, and Asia, Krishna wrote. "More than revenue, India is an important area for sourcing talent" as well, Krishna wrote. Growth potential For investors looking to gain exposure to the domestic stock market, Indian equities themselves aren't especially cheap though. "You're paying for the growth potential in India, certainly.

Persons: Morgan Stanley, Chetan Ahya, Ahya, Bernstein, —, Narendra Modi, Bill Fitzpatrick, Fitzpatrick, Quincy Krosby, Venu Krishna, Aecom, Krishna, Tim Long, Long, Simon Coles, Krosby, Jeffrey Gundlach, Gundlach, CNBC's, — CNBC's Michael Bloom Organizations: Investment, Logan Capital Management, Modi, Infrastructure Pipeline, Aecom, Barclays, Cisco Systems, Juniper Networks, India —, Semiconductor, Micron Technology, Qualcomm, Logan Capital Locations: India, China, Asia, Philadelphia, South Carolina . U.S, Dallas, East, Asia Pacific, Japan, Coles , U.S, U.S, IShares

☆ We see Asia on a path of asynchronous recovery in 2024: Morgan Stanley
▼ + stars: | 2023-11-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe see Asia on a path of asynchronous recovery in 2024: Morgan StanleyChetan Ahya from Morgan Stanley expects Indonesia and India to be the first in Asia to cut interest rate next year ahead of the U.S. due to moderating inflation.

Persons: Morgan Stanley Chetan Ahya, Morgan Stanley Locations: Asia, Indonesia, India

☆ Japan's yield curve control adjustment 'should be done for the moment,' Morgan Stanley says
▼ + stars: | 2023-10-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapan's yield curve control adjustment 'should be done for the moment,' Morgan Stanley saysChetan Ahya of the investment bank says there won't be any immediate changes to Japan's yield curve control policy, but "changes will come later."

Persons: Morgan Stanley, Chetan Ahya

☆ China risks a debt deflation loop but could avoid a lost decade if it plays its cards right, Morgan Stanley says
▼ + stars: | 2023-08-23 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

China's economy is at risk of falling into a debt-deflation loop, according to Morgan Stanley. That's a scenario where prices fall, debt rises, while economic growth stagnates. But policymakers could avoid that future if they keep interest rates below a key level. "China's policymakers will need to act forcefully. That trifecta of obstacles means it could be possible that China's economy could do even worse than Japan did in the 90s, according to Nobel laureate Paul Krugman.

Persons: Morgan Stanley, That's, Chetan Ahya, Ahya, Paul Krugman Organizations: Service, Bank of Japan Locations: Wall, Silicon, China, Asia, Japan

☆ Asian shares weaken slightly on China deflation risk, bank jitters
▼ + stars: | 2023-08-09 | by ( Stella Qiu | ) www.reuters.com time to read: +5 min

In Asia, the MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) edged 0.2% higher, following a 1.2% tumble a day earlier. Producer prices fell for a 10th consecutive month. "It is not likely to see China entering a full deflation path as core CPI is still resilient and driven by services." "Having said that, if we do not see further improvement in consumer sentiment, it is possible to see growing deflation risks in China." Brent crude futures eased 0.2% to $86.00 per barrel and U.S. West Texas Intermediate crude futures also fell 0.2% to $82.73.

Persons: Issei Kato, Gary Ng, HSI, Chetan Ahya, Morgan Stanley, Dow, Stella Qiu, Ellen Zhang, Jamie Freed, Edmund Klamann, Simon Cameron, Moore Organizations: REUTERS, Nasdaq, Japan's Nikkei, PPI, Asia Pacific, Reuters, Wall, U.S, Brent, . West Texas, Thomson Locations: Tokyo, Japan, China, SYDNEY, Italy, Asia, Pacific, Hong Kong, Brazil, Beijing

☆ Asian shares hesitant on China deflation risk, bank jitters
▼ + stars: | 2023-08-09 | by ( Stella Qiu | ) www.reuters.com time to read: +5 min

The MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) edged 0.4% higher after a 1.2% tumble a day earlier. Closely watched China data on Wednesday showed consumer prices fell 0.3% in July from a year ago, the first decline since February 2021, although it was slightly better than the forecast of a 0.4% drop. Producer prices fell for a 10th consecutive month. 10-year yields slipped 2 basis points to 4.004%, after falling 5 basis points overnight to as low as 3.9840%, a one-week trough. Brent crude futures eased 0.2% to $86.02 per barrel and U.S. West Texas Intermediate crude futures also fell 0.2% to $82.73.

Persons: Issei Kato, Carol Kong, Kong, Chetan Ahya, Morgan Stanley, Dow, Stella Qiu, Jamie Freed, Edmund Klamann Organizations: REUTERS, Japan's Nikkei, Commonwealth Bank of Australia, Wall, Nasdaq, U.S, Brent, . West Texas, Thomson Locations: Tokyo, Japan, China, SYDNEY, Italy, Asia, Pacific, Hong Kong, Brazil

☆ Morgan Stanley explains what's behind its downgrading of its China GDP forecast
▼ + stars: | 2023-07-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley explains what's behind its downgrading of its China GDP forecastChetan Ahya, chief Asia economist at Morgan Stanley, discusses the three areas of policy support it expects will come from the Chinese government.

Persons: Morgan Stanley, what's, Chetan Ahya Locations: China, Asia

☆ Asia inflation has peaked, region's growth to overtake U.S. and Europe, Morgan Stanley says
▼ + stars: | 2023-06-15 | by ( Lee Ying Shan | ) www.cnbc.com time to read: +3 min

Citing reasons for his optimism, he said Asia is expected to deliver healthier growth rates while the West lags behind. Asia inflation 'not as intense'"We're definitely expecting growth in these two economies to be constrained by the fact that they have had this significant inflation problem," Ahya said in reference to the U.S. and Europe. The U.S. inflation rate has been holding well above the Fed's 2% annual target. Chetan Ahya Chief Asia Economist at Morgan StanleyChina's consumption 'on track'Another driver of Asia's growth is China's projected recovery in the second half of the year. "We're expecting China's recovery to broaden out in second half of this year," Ahya said.

Persons: Kazuhiro Nogi, Morgan Stanley, Chetan Ahya, Ahya, We're Organizations: Mount Fuji, Afp, Getty, Federal Reserve, Asia, Nurphoto, People's Bank of China Locations: U.S, Europe, Asia, India, Indonesia, Japan, Central, China, Jakarta

☆ Asia's growth will outpace both the U.S. and Europe this year, Morgan Stanley says
▼ + stars: | 2023-04-17 | by ( Sumathi Bala | ) www.cnbc.com time to read: +3 min

Bloomberg | Bloomberg | Getty ImagesAsia's economic growth will outpace both the U.S. and Europe this year, led by strong domestic demand, according to Morgan Stanley. "The big argument that we've been making ... for Asia, including Japan, to outperform versus U.S. and Europe — is the fact that there is domestic demand strength," Chetan Ahya, chief Asia economist, told CNBC's "Street Signs Asia" on Monday. It's going through a rebound like quite nicely because of reopening, but also for fiscal and monetary policy being supportive." Three other large Asian economies — India, Indonesia and Japan — are also showing robust domestic demand, added the economist. The agency pointed out last week that Asia's domestic demand has so far remained strong despite monetary tightening.

☆ It seems that the worst of Asia's trade slowdown is behind us, Morgan Stanley says
▼ + stars: | 2023-04-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt seems that the worst of Asia's trade slowdown is behind us, Morgan Stanley saysChetan Ahya of the investment bank says, however, that the recovery won't be "V-shaped" like it was in previous cycles.

☆ Asia likely to grow 5% faster than developed economies by year-end - Morgan Stanley
▼ + stars: | 2023-04-12 | by ( ) www.reuters.com time to read: +1 min

April 12 (Reuters) - Asia's economic growth could outpace developed countries' by 5% by end-2023 driven by China's easing of COVID-19 curbs, strong domestic demand and interest rates staying in less-restrictive territory, said Morgan Stanley economists. The recent banking stress in the U.S. and Europe strengthens the case for Asia's outperformance, MS Asia economists, led by Chetan Ahya, said in a note dated Tuesday. "Lending standards will tighten in the U.S. and Europe, and, in turn, weigh on domestic demand," wrote Ahya. A 5% higher growth than developed markets would be the strongest since 2017, MS notes. Additionally, China's reopening distributes benefits to the rest of the region, while Asia's other three large economies – Japan, India and Indonesia – all have economy-specific factors driving domestic demand, MS said.

☆ Policies that were a 'drag' on China's economy in 2022 will now support growth, says Morgan Stanley
▼ + stars: | 2023-01-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPolicies that were a 'drag' on China's economy in 2022 will now support growth, says Morgan StanleyChetan Ahya of the financial services firm says China is likely to do well in 2023.

☆ Morgan Stanley upgrades its 2023 growth outlook for China, expects stronger and earlier rebound
▼ + stars: | 2022-12-14 | by ( Jihye Lee | ) www.cnbc.com time to read: +4 min

Visual China Group | Getty ImagesMorgan Stanley raised its outlook for China's economy in 2023, predicting a rebound in activity will come earlier and be sharper than expected. China's government is also shifting to prioritizing economic growth, another pillar behind Morgan Stanley's revised forecast for the country's economic outlook. The onshore Chinese yuan stood at 6.9590 against the U.S. dollar on Wednesday morning – below the key 7.0 level against the greenback, which Morgan Stanley said makes it more attractive for exporters to buy more Chinese yuan with U.S. dollars. 'Number of risks'One of the risks that Morgan Stanley acknowledged is a potential withdrawal of policy support. Another area of uncertainty for Morgan Stanley's growth outlook is geopolitics.

☆ India's 'big policy shift' will help growth: Morgan Stanley
▼ + stars: | 2022-11-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Big policy shift' will enable India to drive a fifth of global growth for the next decadeChetan Ahya from Morgan Stanley says the Indian government is shifting focus to create more jobs and boost environment for private investment, which is why the bank is bullish on India's growth outlook.

Hong Kong/Tokyo CNN Business —A quarter of a century ago, a major financial crisis ripped through Asia, shaking its economies to the core. “I do not expect a repeat of the [1997] Asian Financial Crisis this time,” said Khoon Goh, head of Asia research at ANZ Research. “Importantly, there is not the same build up of foreign denominated debt in recent years, which was one of the triggers of the Asian Financial Crisis,” Goh added. China and Japan have the world’s two biggest foreign exchange reserves, holding $3 trillion and $1.3 trillion respectively. “Asia’s resilience in the face of the current global storm is partly the result of reform that the Asian Financial Crisis prompted,” Neumann from HSBC said.

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