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  • 25-Apr – Banxico, BanRep dovish in their own ways - Updated Thu April 24, 2014

    • Top 3 data/events • EM bonds – Impact of ELMI+ rebalancing should be limited • Japan – Retail sales likely continued to accelerate m/m in March • Taiwan – Leading index likely to show stronger growth in Q1 • Market focus • We expect Ba...

  • 24-Feb – Brazil: The BCB’s juggling act - Updated Sun February 23, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened on stronger import growth • Hong Kong – Export data was likely distorted by Lunar New Year • Vietnam – February data expected to be distorted by Lunar New Year • Market focus • We...

  • 01-Nov – Deflation risks and ECB policy options - Updated Thu October 31, 2013

    Top 3 data/events • Australia – September m/m retail sales likely remained flat • Hong Kong – CNH deposit accumulation re-accelerates • United States – ISM manufacturing survey expected to moderate • Market focus • The euro area faces a fragil...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...

  • 19-Jul – Abe’s campaign trail could end in a landslide - Updated Thu July 18, 2013

    Top 3 data/events • Hong Kong – Inflation is likely edging higher • Taiwan – Export orders expected to improve, jobless rate to rise • G20 meeting – Likely to focus on tapering, growth and tax issues • Market focus • Japan’s ruling coalition ...

  • 24-Jun – CNY re-peg amid capital-market volatility - Updated Sun June 23, 2013

    Top 3 data/events • Vietnam – Investment and consumption likely supported Q2 GDP • Philippines – Disappointing exports likely widened trade deficit further • Hong Kong – Fragile external backdrop to weigh on trade recovery • Market focus • Nor...

  • 09-May – The Tasman tango - Updated Wed May 8, 2013

    Top 3 data/events • Hong Kong – Q1 GDP expected to confirm sustained mild recovery • India – March IIP likely remained lacklustre • Japan – Current account balance likely increased in March • Market focus • RBA cuts rates to tackle the elev...

  • 26-Feb-13 – The new BoJ governor is… - Updated Mon February 25, 2013

    Top 3 data/events • Hong Kong – A populist budget as housing issues take a backseat • Taiwan – Latest IP and leading index to show economy is recovering • United States – Listen for hints when Ben speaks before Congress • Market focus • Expe...

  • 21-Feb-13 – Mr. Abe goes to Washington - Updated Wed February 20, 2013

    Top 3 data/events • Hong Kong – Holiday distortion aside, we see upside inflation risk • Euro area – German IFO expected to confirm increasing confidence • US – January inflation probably 0.1%, home sales likely pulled back • Market focus • ...

  • 18-Jan-2013 – Robust bond and equity flows into EM [CORRECTION] - Updated Thu January 17, 2013

    • This supersedes the version dated 17 January 2013. Page 2, updates UK piece to reflect postponement of Prime Minister Cameron’s speech. • Top 3 data/events • Hong Kong – December inflation is likely to have bottomed • Taiwan – Improving exp...



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In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.