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• Crude oil

  Date: 16 April 2010
  Author: Helen Henton
  Region: Global Overview
  Categories: Commodities
  

  ...to edge higher in H2 on steady demand recovery and USD weakness • OPEC’s spare capacity and willingness to act will likely cap the upside...

• Crude Oil – China, demand and the dollar

  Date: 14 August 2009
  Author: Helen Henton
  Region: China
  Categories: Commodities
  

  ...market demand recovery should support higher prices from Q4, as long as OPEC supply remains under control • We retain our forecasts for WTI of USD...

• Angola – Dipping into reserves

  Date: 3 April 2009
  Author: Victor Lopes
  Region: Africa
  Categories: Economics
  

  ...unprecedented boom, the economy will be hit by the commodity bust and OPEC output cuts We expect negative overall GDP growth in 2009, but see...

• Oil market chartbook

  Date: 9 September 2010
  Author: Helen Henton, Priya Balchandani, Raymond Chan
  Region: Global Overview
  Categories: Commodities
  

  ...rally on macro sentiment, supported by better-than-expected US weekly data • OPEC monthly report emphasises uncertainty over macro outlook • Singapore gasoil cracks weaken as...

• Consolidation ahead of recovery

  Date: 7 September 2009
  Author: Abah Ofon, Dan Smith, David Barclay, Helen Henton
  Region: Global Overview
  Categories: Commodities
  

  ...oil expected to remain rangebound in Q3 before moving higher in Q4 • OPEC likely to leave output targets unchanged on 9 September

• Commodity Focus - March 2009

  Date: 4 March 2009
  Author: Abah Ofon, Dan Smith, David Barclay, Helen Henton
  Region: Global Overview
  Categories: Commodities
  

  ...Gold’s rally stalls, but we remain bullish longer term Crude oil: OPEC likely to take its cue from observed inventories

• Commodity Focus - January 2009

  Date: 14 January 2009
  Author: Abah Ofon, Dan Smith, David Barclay, Helen Henton
  Region: Global Overview
  Categories: Commodities
  

  ...Crude oil: Energy prices have underperformed the rest of the commodity complex – OPEC compliance is key to a recovery • Gold: We retain our bullish outlook...

• Fixed Income Daily – 11 September 2008

  Date: 11 September 2008
  Author: Brian Verlaan, Danny Suwanapruti, Delphine Arrighi, Edward Lee Wee Kok
  Region: India, South East Asia, China, Africa, North East Asia
  Categories: Fixed Income
  

  ...and global oil prices remaining soft. Indeed, oil market players shrugged off OPEC's decision to revert back to Sep-07 production allocation totalling 28...

• Weekly flows update

  Date: 15 March 2010
  Author: Anubhuti Sahay, David Mann, David Semmens, Edward Lee Wee Kok
  Region: Global Overview
  Categories: Fixed Income, Commodities
  

  EM debt funds received the highest weekly inflows since EPFR started publishing data • All AXJ equity markets saw foreign net inflows in the latest week, led by Taiwan and India • IMM data shows an aggregate reduction in USD longs due to the improvement in risk appetite • Premier Wen Jiabao warns other countries not to pressure China on its FX policy • India industrial production numbers reiterate robust rebound in industrial sector

• Sovereign debt concerns mask Asian strength

  Date: 13 May 2010
  Author: Alex Sienaert, Alvin Liew, Anubhuti Sahay, Brandon Loe
  Region: Global Overview
  Categories: Fixed Income
  

  Asian economic data continue to point to strong recovery, despite European debt concerns • Indonesian Q1 GDP growth was strong; we expect more of the same from Malaysia, HK • We expect a 25bp rate hike from Malaysia today • BoK’s subtle change in policy statement hints at a rate hike sooner rather than later • The political landscape appears to be improving in the Philippines