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  • China – SME index distorted by holiday effect - Updated Fri February 27, 2015

    The SME index fell modestly to 55.6 in February from 56.6 in January; expectations index improved Real activity weakened during the Lunar New Year holiday; job market deteriorated further Credit availability remains tight for SMEs; financing costs...

  • 27-Feb – India – Narrower deficit, higher investment - Updated Thu February 26, 2015

    Top 3 data/events • China – Manufacturing weighed down by Lunar New Year period • South Korea – Lower trade figures owing to Lunar New Year holiday • Euro area – February CPI likely to move further into negative territory • Market focus • We ...

  • Hits and misses of the Indian budget - Updated Thu February 26, 2015

    • India will present the Union Budget on February 28. To analyse the budget and its market impact, we will hold two conference calls on Monday 02 March (05:00 GMT/10:30 AM Mumbai time and 14:00 GMT/09:00 AM New York time) with: Session 1: • Sami...

  • Asia – What Asian clients think - Updated Thu February 26, 2015

    • We bring together the results of all our client surveys in Q1-2015 on growth, risks and FX views • Vietnam has the largest share of optimists on growth, while Malaysia has the most pessimists • Asian clients are more bearish on their currencies ...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...

  • Sri Lanka – No surprises from the CBSL - Updated Tue February 24, 2015

    • The CBSL maintains the status quo on policy rates at its February meeting • While January inflation of 3.2% y/y was higher than our estimates, we expect inflation to remain benign • Private credit growth improved for the sixth straight month to ...

  • Asia – Breaking with the bearish view - Updated Tue February 24, 2015

    After meeting clients around Asia and the US, we find the mood to be subdued but optimistic long-term • We are less bearish on China’s growth prospects due to property- and debt-related factors • Confusion reigns over monetary policy reaction fun...

  • Malaysia – Fading growth momentum - Updated Tue February 24, 2015

    We expect Malaysia’s growth to slow to 5% in 2015 (2014: 6%) We factor in a potential slowdown, but 5% is still close to its long-term average growth rate We think the C/A will face headwinds; we expect a surplus of only 2.5% of GDP in 2015 (previ...

  • Singapore – Budget for the future - Updated Mon February 23, 2015

    • The FY15 budget focuses on long-term economic development and strengthening social support • New initiatives such as SkillsFuture aim to deepen and broaden the labour-force’s skill set • The budget increases personal tax rates for high-income ...

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05-Mar – US focus: From payrolls to pay rise

Top 3 data/events • Taiwan – Elevated TWD NEER to weigh on the TWD • South Korea – We expect a BoK rate cut in Q2-2015 • Malaysia – Exports likely slowed in January • Market focus • We see NFPs at 230,000 from 257,000 and unemployment at 5.6% • The Fed may remove ‘patient’ from its...

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Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.