Bloomberg (gated) have the comments from Morgan Stanley and Goldman Sachs. Morgan Stanley say: Opportunities in Japanese equities are “now even clearer” the BOJ adjustment …
A couple of AUD-relevant data points: China official July Manufacturing PMI 49.3 (vs. expected 49.2) & Services 51.5 Australian data – June Private Sector Credit …
China official PMIs for July from the National Bureau of Statistics (NBS): Manufacturing 49.3, remained in contraction for the fourth straight month vs. expected 49.2, …