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Jason Tang

17 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

[IN-DEPTH ANALYSIS] Eurozone: Is It Still a Good Time to Short the EUR/USD?

Under the combined influence of potential tariffs, growth disparities between Europe and the US and interest rate differentials, we anticipate a weakening of the euro against the dollar in the short term (0-3 months). In the medium term (3-12 months), we expect the decline of the USD Index to lead t

Why the Australian Central Bank Won’t Cut Rates so Many Times in 2025?

In line with market expectations and our forecasts, the RBA decided to cut interest rates by 25 basis points, reducing the policy rate from 4.35% to 4.1%. This marks the first rate cut since the end of the tightening cycle from May 2022 to November 2023.

Thailand: No Opportunity in the Stock Market, What About the Bond Market?

Looking ahead, although potential tariffs may introduce uncertainty to Thailand's foreign trade, fiscal spending is expected to continue supporting the economy.

Indonesia: Buy the Stocks and Hedge the Currency

The Indonesian economy has demonstrated signs of recovery following a slowdown in the first three quarters of 2024. The GDP growth rate in the fourth quarter of 2024 also began to rebound compared to the third quarter.

US Tariffs: Will This Be a Disaster?

We categorize the additional US tariffs into three potential scenarios: 1) Broad-based tariffs; 2) Limited-scope tariffs; and 3) Tariffs avoided or delayed. The table below summarizes the expected impacts on the financial markets of Canada, Mexico, China, the US and cryptocurrencies under each...

Japan: Believe in Long-Term Recovery. Buy!

Under the long-term influence of the three arrows of Abenomics and the diminishing impact of the pandemic, Japan's economy has entered a recovery phase (excluding 2024). The emergence of inflation and a significant rise in wages, driven by the 2024 Shuntō wage negotiations, prompted the BOJ...

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.

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