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• Thailand – BoT is now likely to act sooner

  Date: 26 March 2010
  Author: Usara Wilaipich
  Region: South East Asia
  Categories: Economics
  

  ...The BoT has signalled its intention to withdraw accommodative monetary policy • We now expect...

• Bullish THB bonds on benign FY09 LB supply, dovish BoT outlook and risk aversion

  Date: 7 October 2008
  Author: Danny Suwanapruti, Edward Lee Wee Kok
  Region: South East Asia
  Categories: Fixed Income
  

  Fiscal year 2009 LB supply schedule was more benign than expected BoT to turn more dovish amidst deterioration on economic outlook Global financial market...

• Thailand – Inflation fears overdone

  Date: 10 February 2010
  Author: Usara Wilaipich
  Region: South East Asia
  Categories: Economics
  

  ...The BoT’s recent hawkish statements have prompted expectations of policy rate tightening • Domestic...

• Fixed Income Daily – Asian edition – 12 November 2008

  Date: 12 November 2008
  Author: Brandon Loe, Brian Verlaan, Danny Suwanapruti, Edward Lee Wee Kok
  Region: India, South East Asia, North East Asia
  Categories: Fixed Income
  

  ...trade unwinds sustain wide IRS/CCS bases, despite improved USD liquidity Thailand – BoT rhetoric dovish, while BoT bond auctions robust; we revise our BoT outlook...

• Thailand – Politics blocks monetary normalisation

  Date: 25 May 2010
  Author: Tai Hui, Usara Wilaipich
  Region: South East Asia
  Categories: Economics
  

  ...the key uncertainty for economic growth this year • We also revise our BoT policy rate forecast; we now expect the first hike to come in...

• Fixed Income Daily – 20 May 2009

  Date: 20 May 2009
  Author: Brandon Loe, Danny Suwanapruti, Edward Lee Wee Kok, Frances Cheung
  Region: South East Asia, China, North East Asia
  Categories: Fixed Income
  

  ...on Indonesian bond supply outlook Thailand – Consensus expects a 25bps cut from BoT MPC today, but risk is for a status quo decision; we expect...

• Fixed Income Daily – 30 June 2009

  Date: 30 June 2009
  Author: Brandon Loe, Danny Suwanapruti, Delphine Arrighi, Edward Lee Wee Kok
  Region: China, South East Asia, Africa, Middle East & North Africa, North East Asia
  Categories: Fixed Income
  

  ...this week; focus on May industrial production release today Thailand – Focus on BoT's May economic report and final THB 9bn 10Y auction ahead of...

• Weekly flows update

  Date: 29 March 2010
  Author: Alvin Liew, Brandon Loe, Callum Henderson, Danny Suwanapruti
  Region: Global Overview
  Categories: Fixed Income
  

  ...risks upside to Q1 GDP growth projections • Thailand: We have revised our BoT call and now expect it to start hiking gradually from June

• Asian rates – Cross-spread trade idea – Receive MYR and pay THB rates

  Date: 22 March 2010
  Author: Brandon Loe, Danny Suwanapruti, Edward Lee Wee Kok
  Region: South East Asia
  Categories: Fixed Income
  

  ...and receive 1Y MYR IRS as markets position for a more hawkish BoT

• Fixed Income Daily – 29 May 2009

  Date: 29 May 2009
  Author: Brandon Loe, Danny Suwanapruti, Delphine Arrighi, Edward Lee Wee Kok
  Region: South East Asia, Africa
  Categories: Fixed Income
  

  ...bearish flattens as SARB points at a more moderate easing cycle Thailand – BoT steps in at front-end to temper bond market sell-off; focus...