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Jason Tang
73 Articles
Jason is a Senior Economist at TradingKey’s Investment Research Team, bringing over a decade of expertise in macroeconomic research, multi-asset class analysis, and econometric forecasting. He has recently begun sharing his investment research insights through video content.
With a robust research foundation, Jason specializes in analysing macroeconomic trends in the United States, Europe and Japan, as well as developing asset allocation strategies for these major economies. Additionally, he conducts in-depth research and forecasting on trends across more than 10 foreign exchange markets.
Jason holds a Master’s degree in Economics from the London School of Economics (LSE) and successfully passed all three levels of the Chartered Financial Analyst (CFA) exams in 2014.
Written by Jason Tang
Reviewed by Jason Tang
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...
Mon, Feb 10
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...
Tue, Jan 21
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
Mon, Jan 13
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.
Mon, Jan 6
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.
Mon, Dec 30
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.
Tue, Dec 24
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.
Tue, Dec 24
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.
Mon, Dec 16
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
Mon, Dec 9
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.
Tue, Dec 3
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
Tue, Nov 26
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.
Tue, Nov 12
The impact of the US election on major asset classes
It is difficult to predict the result given the current election situation. As of 23 October 2024, Harris slightly led Trump in the general election poll (Figure 1).
Tue, Oct 29
