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  • 14-May – BoK likely to keep base rate on hold - Updated Wed May 13, 2015

    Top 3 data/events • Japan – CGPI may have contracted as the sales-tax effect faded • Hong Kong – We expect downside risks to Q1 GDP growth • Latam – We expect the BCCh and BCRP to keep rates unchanged • Market focus • We expect no BoK rate cut...

  • CLP – We move to Overweight from Neutral - Updated Fri May 1, 2015

    We are bullish on copper prices, forecasting USD 6,675/t in Q4-2015 and 7,250/t in 2016 • Standard Chartered MFCI for Chile points to higher growth, suggesting BCCh will hike from Q4 • We revise our short-term FX weighting on the CLP to Overweigh...

  • ECB impact on emerging markets: First take - Updated Thu January 22, 2015

    • You are cordially invited to join us for an exclusive conference call presentation at 9:00 PM GMT on Thursday 22 January 2015 (with Q&A) with: • Thomas Kikis, Head of Global Corporate Sales, Americas (host) • Sarah Hewin, Head of UK and Euro...

  • Positive picks in Latam - Updated Wed January 21, 2015

    Latam headwinds include lower commodity prices, slowing global demand, and a stronger USD • For Mexico, some of these risks are priced in; we now expect a 25bps Banxico hike in June • Lower global yields are a near-term positive development for t...

  • 15-Jan – 2015 Asian rates outlook - Updated Wed January 14, 2015

    Top 3 data/events • Singapore – Petrochemicals exports likely weighed on NODX in December • Chile – The BCCh will likely stay on hold • Commodities – Demand uncertainties weigh heavily on copper • Market focus • Asian local-currency bond marke...

  • Americas – Contemplating change - Updated Tue December 2, 2014

    Major policy changes are in store, starting with the Federal Reserve raising interest rates in Q3-2015 • Brazil is set to undergo a significant policy overhaul with emphasis on boosting fiscal and monetary credibility • Drop in oil prices is a key...

  • 20-Nov – Latam FX: More USD pain - Updated Wed November 19, 2014

    Top 3 data/events • Malaysia – October inflation was likely driven by fuel-subsidy cuts • Vietnam – Inflation likely continued to trend lower in November • US – Falling oil prices add to low underlying inflation pressures • Market focus • This...

  • 16-Oct – The Fed and the dollar - Updated Wed October 15, 2014

    Top 3 data/events • Singapore – September NODX likely improved further • Chile – We expect the BCCh to deliver its final cut • US – Fed speakers send mixed signals as data weakens • Market focus • USD is now part of the FOMC internal debate o...

  • Chile – Introducing our MFCI - Updated Thu August 14, 2014

    We launch our MFCI for Chile – an index that serves as a leading indicator for onshore growth • It shows that tight monetary conditions in 2013 and a strong CLP contributed to the current slowdown • Versus previous growth cycles, the MFCI reading...

  • 06-Aug – ECB and BoE to bide their time - Updated Tue August 5, 2014

    Top 3 data/events • Taiwan – Steady global demand for tech likely boosted exports in July • India – USD-INR likely to continue range-trading after a hawkish RBI • Chile – Latam’s weakest link • Market focus • We expect the BoE to keep rates o...



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14-May – BoK likely to keep base rate on hold

Top 3 data/events • Japan – CGPI may have contracted as the sales-tax effect faded • Hong Kong – We expect downside risks to Q1 GDP growth • Latam – We expect the BCCh and BCRP to keep rates unchanged • Market focus • We expect no BoK rate cut in May; new data may lead to easing later...

In Media

Technology: Reshaping the global economy

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.