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Jason Tang

11 Articles

Jason Tang is a Senior Macro Economist/Strategist with over 10 years of experience in macroeconomic research, multi-asset analysis, asset allocation and econometric forecasting. With strong research and analysis skills, he has experience in coordinating and developing assumptions and forecasts on a wide variety of developed and emerging market economies.

Jason holds a Master of Science degree in Economics from the London School of Economics (LSE) and passed all three levels in the Chartered Financial Analyst (CFA) in 2014.

Written by Jason Tang

Reviewed by Jason Tang

India: A Country That Has Already Missed the Boat

Based on our summary table below, we believe that Indian stocks still present investment opportunities in the short to medium term. However, given that the Indian macro economy appears to “have missed the boat” for manufacturing-led development, holding these stocks for the long term—particularly be

Asset Allocation in Emerging Europe: Any Investment Opportunity in This Region?

This article builds on the previous report, delving into an analysis of the stock, bond, and foreign exchange markets in the region.

Emerging Europe Economics: Will the Region Experience a Stronger Growth in 2025?

Looking ahead to next year, the economic performance of the four major Central and Eastern European (CEE) economies is expected to show a mixed picture compared to this year.

Quantitative Exchange Rate Forecasts

Today, we delve further into the exchange rate markets with a quantitative analysis. Our quantitative exchange rate forecasting tool is based on econometric multi-factor regression models. This approach involves identifying and analysing the key factors that influence exchange rates.

Asset Allocation in Global Developed Markets: Bullish on Japanese Stocks

While expansionary fiscal policy and tightening monetary policy may counterbalance each other, Japan’s economic growth in 2025 is projected to significantly outpace that of 2024.

Exchange Rate Outlook: Time to Go Short the EUR/JPY Pair

We strongly recommend taking a short position in the EUR/JPY pair to capitalize on this divergence.

Asset Allocation in Developed Asia excluding Japan: Bullish on Australia and Taiwan Stocks

Due to the similarity of their economic structures and geographical proximity, economists consider South Korea and Taiwan as a pair, as well as Australia and New Zealand as another pair. In the past, the economic development of each pair was correlated. However, in recent years, the divergence has e

Asset Allocation in India and ASEAN-6: Bullish on Indonesian Stocks

After several years of strong GDP growth, the Indian economic growth has moderated and the latest data has shown a mixed picture. Rural economic conditions have improved on the back of a better-than-expected monsoon.

Asset Allocation in Developed Markets: Continue to be Bullish on US Stocks

In terms of GDP growth, fixed investment growth may decrease and then rise in the remaining 2024 and 2025. The cooling of the labour market may de-escalate and consumption is expected to remain resilient. In addition, following his victory in the General Election, Trump’s tax cuts and other related

Exchange rate outlook: Bullish on USD and bearish on EUR

Together with US bond yields, the dollar has risen sharply since late September, rebounding from the low of 100.24.

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