Entries

アジア第三四半期の景況感

ロイターとINSEADがアジア諸国の第三四半期の景況感調査について発表しております。

日本や、中国といった外需主導型の経済の景況感が悪く、内需主導型の東南アジアの景況感はよい。という傾向です。特に韓国の悪化が目立ちます。

下記引用記事によると、アジア各国の第三四半期の景況感は次のとおりです。なお数字は景況感を表す指数です。

オーストラリア 第二四半期より改善(Q2 42 → Q3 50)
中国             悪化(Q2 55 → Q3 50)
インド            改善(Q2 73 → Q3 80)
日本             悪化(Q2 58 → Q3 48)
韓国             悪化(Q2 56 → Q3 20)
台湾             悪化(Q2 50 → Q3 40)
東南アジア          もっとも改善 

インドネシア、フィリピン100
マレーシア、シンガポール75
タイ 64 

こちらもぽちっとお願いします。
ブログランキング・にほんブログ村へ
にほんブログ村



Asia Q3 Business Sentiment Survey - by economy

Business sentiment among Asia's top companies fell for the second straight quarter, dragged down by export-orientated economies such as China and Japan, while domestic spending helped boost Southeast Asia's outlook, a Thomson Reuters/INSEAD survey showed.

Concerns over global demand are hurting Asia's export engines, with autos, technology and shipping sectors among the least upbeat in the survey. Sectors more exposed to domestic growth were much more optimistic.

AUSTRALIA: IMPROVED (INDEX AT 50 VS 42 IN Q2)

Company sentiment in Australia picked up compared with the previous quarter, but most participants cited the global economy as their biggest business risk. Of 14 respondents, two were negative, two positive and 10 were neutral. In the previous quarter, six were neutral, four negative and two positive.

Eight of the participants reported lower employment levels, while five said they remained the same. New orders increased for six respondents, stayed the same for five, and declined for three.

James Hardie (JHX.AX), the world's largest manufacturer of fibre cement products, bank-insurer Suncorp (SUN.AX) and industrial property manager Goodman Group (GMG.AX) were among the companies that took part in the survey.

CHINA: NEW LOW (INDEX AT 50 VS 55 IN Q2)

Chinese companies were the least optimistic since the survey began in 2009. Of six companies surveyed, four were neutral, one was positive and one was negative. In the previous survey, four were positive, while 13 were neutral and two were negative.

The majority of participants were worried about the global economy, while one cited rising costs. Employment levels stayed the same at five of the six respondents, while one reported a lower level. Casino operator Galaxy Entertainment Group Ltd <0027.HK> was among the respondents.

INDIA: OPTIMISM GROWS (INDEX AT 80 VS 73 IN Q2)

Indian companies grew more positive compared with the previous quarter. Of 10 Indian companies surveyed, six were positive and four were neutral. Economic uncertainty, rising costs and regulatory worries were the top risks. Employment levels stayed the same at nine companies.

Miner Coal India (COAL.NS) and drugmaker Dr Reddy's Laboratories (REDY.NS) were among those taking part in the survey.

JAPAN: LOWEST SINCE Q4 2011 (INDEX AT 48 VS 58 IN Q2)

Japanese respondents turned pessimistic compared with the previous quarter for the lowest reading since the fourth quarter of last year. Nearly half of the respondents cited global economic uncertainties as their biggest concern. Of 20 companies surveyed, 17 were neutral, two negative and one positive.

Four respondents cited foreign exchange volatility as their main business risk. Employment level remained the same for 17 companies. Other threats cited included regulatory uncertainty, a delay in the release of products and a deterioration in the local economy.

Respondents included Canon Inc (7751.T), Softbank Corp (9984.T) and Daiichi Sankyo <4568.T>.

SOUTH KOREA: LOWEST SINCE Q3 2011 (INDEX AT 20 VS 56 IN Q2)

The country's sentiment index hit its lowest level since the third quarter of 2011. Three of five respondents were negative about their outlook, while the other two were neutral.

Four respondents saw global economic uncertainty as their main business risk. Employment levels stayed the same for all five. Two respondents reported a decline in new orders, while the other three said they were unchanged. Respondents included Hyundai Heavy Industries <009540.KS>.

TAIWAN: PESSIMISTIC (INDEX AT 40 VS 50 IN Q2)

Taiwanese companies shifted clearly into pessimistic territory, with one negative and four neutral responses. Three of the respondents saw global economic uncertainty as the biggest risk to their outlook, while one said cited rising costs.

SOUTH EAST ASIA: MOST UPBEAT (PHILLIPINES, INDONESIA AT 100; MALAYSIA, SINGAPORE AT 75; THAILAND 64)

Companies from Southeast Asia were decidedly optimistic, with the Philippines and Indonesia recording the highest scores. All nine respondents from the Philippines and three from Indonesia were positive about their outlook.

In Singapore, where sentiment improved from previous quarter, five of 10 companies surveyed were positive and the others were neutral.

Optimism among Thai firms eased compared with the previous quarter, with eight of the 11 respondents saying they were neutral on their outlook, while the other three were positive. Two of the four Malaysian companies surveyed were positive, while the remaining two were neutral.

こちらもぽちっとお願いします。

人気ブログランキングへ
Use trackback on this entry.
http://asiareitsouken.blog.fc2.com/tb.php/506-7057c9dd

Trackbacks

Comments

Post a comment

Post a comment
Only the blog author may view the comment.

Appendix

カレンダー

07 | 2017/08 | 09
- - 1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31 - -

プロフィール

ASIA REIT LABO

Author:ASIA REIT LABO
J-REIT投資で資産が3分の1になったことも5倍になったことも経験したREIT(不動産投資信託)愛好家。マレーシア訪問をきっかけにアジアのREIT(不動産投資信託)が今後重要な資産運用手段になると確信し、研究を開始。投資家のジム・ロジャースに憧れている証券アナリスト

姉妹ブログ「インターネットで英語生活」は、英語に抵抗がない方向けの、英語WEBサイトを使って安く買い物をしたり便利なサービスを使うノウハウなどに関するブログです。英語WEBサイトを利用することで、せっかく勉強した英語を使って日本でも日常生活で得できるノウハウを紹介します。

Twitterでブログのネタ、経済や相場ネタ、ときどき愚痴をつぶやいてます。
ASIA REIT LABOをフォローしてみてください。



このブログをはてなブックマークに追加
このエントリーをはてなブックマークに追加

メールフォーム

名前:
メール:
件名:
本文:

不動産投資対象国の人気投票

FC2カウンター