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  • 29-Jan – If Singapore is the next Switzerland… - Updated Wed January 28, 2015

    Top 3 data/events • Japan – IP likely rose m/m in December; inflation likely slowed • South Korea – We expect industrial production to have improved in December • Euro area – CPI likely to move further into negative territory in January • Mark...

  • 12-Dec – Abe looks set to reaffirm his authority - Updated Thu December 11, 2014

    Top 3 data/events • Japan – Tankan to show improving sentiment for large manufacturers • Philippines – Remittance growth expected to pick up for rest of 2014 • Singapore – Retail sales ex-autos were likely lacklustre • Market focus • We expect...

  • 14-Nov – Abenomics put to a vote? [Correction] - Updated Fri November 14, 2014

    This supersedes the version dated 14 November 2014. Page 1, corrects ‘Key data/events’ table. • Top 3 data/events • Japan – Q3 GDP likely reflects weak recovery momentum • Singapore – NODX likely grew for a third straight month • United States ...

  • 23-Oct – South Korea: Real growth is a concern - Updated Wed October 22, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened in August • Singapore – IP growth was likely positive in September • Vietnam – Inflation has likely eased further in October • Market focus • South Korea’s GDP likely grew 3.2% ...

  • 25-Sep – Implications of Indonesia’s fuel-price hike - Updated Wed September 24, 2014

    Top 3 data/events • Singapore – IP growth likely remained lacklustre in August • Japan – Core inflation probably stayed within the BoJ’s comfort zone • US – Durable goods orders likely plunged on aircraft orders reversal • Market focus • Mark...

  • 01-Sep – BoJ unlikely to act after July’s soft patch - Updated Sun August 31, 2014

    Top 3 data/events • Australia – RBA likely to reiterate a ‘period of stability in interest rates’ • Singapore – PMI likely to point to positive manufacturing growth ahead • US – ISM manufacturing PMI likely little changed; upside risk • Market...

  • 24-Jul – The new safe havens: Aussie and kiwi - Updated Wed July 23, 2014

    Top 3 data/events • China – The start of QE? • Japan – June core inflation likely dipped slightly • Singapore – Industrial production likely rebounded in June • Market focus • AUD and NZD return dynamics have improved due to BoP flow chan...

  • 16-Jun − FOMC meeting to bring a 10bn taper - Updated Sun June 15, 2014

    Top 3 data/events • Singapore – Non-electronics exports likely supported NODX growth • Japan – MoF agrees to cut corporate tax; details are unknown • UK – BoE moves closer to the first rate hike • Market focus • We expect another USD 10bn redu...

  • 27-May – Trip notes: Europe, US client roadshow - Updated Mon May 26, 2014

    Top 3 data/events • Japan – April retail sales likely contracted after the sales tax hike • Singapore – Take profit on receive SGD IRS 1Y/3Y/10Y • Thailand – The military considers measures to boost growth • Market focus • Investor mood and r...

  • 23-May – IGBs to outperform IDR bonds - Updated Thu May 22, 2014

    Top 3 data/events • Singapore – IP growth likely remained positive in April • Japan – BoJ minutes may show how the board views the recovery • US – New home sales likely picked up modestly in April • Market focus • Politics, valuations and mar...



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