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Date: 19 January 2009
Author: Stephen Green
Region: China
Categories: Economics
...financing likely explains the largest chunk of China’s huge apparent FX outflows China’s net increase in US assets in October-November suggests FX...
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Date: 14 January 2009
Author: Li Wei, Stephen Green
Region: China
Categories: Economics
Unexplained outflows have accelerated, but the scale is difficult to discern Forward arbitrage flows...
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Date: 28 April 2009
Author: Li Wei, Stephen Green
Region: China
Categories: Economics
Significant FX outflows from China and from CNY in H2-2008 via various routes Returns...
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Date: 19 November 2008
Author: Usara Wilaipich
Region: South East Asia
Categories: Economics
...to widen due to falling exports and tourism income Combined with portfolio outflows, this will put THB under pressure in H1-09 Foreign reserves and...
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Date: 12 July 2010
Author: Alvin Liew, Anubhuti Sahay, Brandon Loe, Danny Suwanapruti
Region: Global Overview
Categories: Fixed Income
...USD 17mn and EM bond funds saw inflows of USD 740mn • Renewed outflows from some AXJ equity markets highlight the fragility of risk appetite • On...
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Date: 14 June 2010
Author: Anubhuti Sahay, Brandon Loe, Callum Henderson, David Semmens
Region: Global Overview
Categories: Fixed Income, Commodities
Investors continue to adopt a defensive stance, but outflows from high-beta are slowing • EM debt funds are starting to reduce...
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Date: 17 May 2010
Author: Alvin Liew, Brandon Loe, Callum Henderson, Danny Suwanapruti
Region: Global Overview
Categories: Fixed Income
...the second time this year • Most EM equity fund regions saw net outflows, with the exception of Africa on diversification • EM debt funds have reduced...
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Date: 1 February 2010
Author: Brandon Loe, Callum Henderson, Eric Sugandi, Mary Nicola
Region: Europe, India, South East Asia, South Asia, North East Asia
Categories: Fixed Income, Foreign Exchange
...equity fund inflows are slowing sharply due to fading risk appetite, China outflows • EM-dedicated debt funds hit by risk aversion; they are likely to...
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Date: 2 September 2009
Author: Suktae Oh
Region: North East Asia
Categories: Economics
...concerns on the growth outlook • Renewed current account deficit or equity capital outflows, accompanied by an increase in external debt, would be negative for the...
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Date: 5 February 2009
Author: Eric Sugandi, Thomas Harr
Region: South East Asia
...under pressure on deleveraging, global recession Current account balance deterioration and portfolio outflows are local concerns In H2, current account should rebound on lower import...