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  • 15-Apr – Draghi puts EUR strength in the crosshairs - Updated Mon April 14, 2014

    Top 3 data/events • China – Growth momentum likely softened in Q1 • Euro area – CPI final print likely to match the preliminary data • US – Yellen to clarify view on long-run inflation, growth and FFTR • Market focus • Draghi’s IMF comments c...

  • 11-Apr – Indonesian rally to pause on election - Updated Thu April 10, 2014

    Top 3 data/events • Singapore – MAS likely to maintain the status quo • China – Disappointing trade performance in March • US – 10Y UST yields touch bottom of range, important technical level • Market focus • Indonesian markets have sold off ...

  • 11-Feb – Asian demand/supply outlook; buy 10Y THB - Updated Mon February 10, 2014

    Top 3 data/events • Malaysia – GDP growth likely supported by increased external demand • China – Trade performance likely softened in January • US – Yellen’s testimony: Watch for hints about Fed’s forward guidance • Market focus • PHP bonds s...

  • 06-Dec – India’s state election signal - Updated Thu December 5, 2013

    Top 3 data/events • China – November macro data to be in focus next week • Japan – October current account likely remained in surplus • United States – The Fed will likely take a holistic view of Friday’s data • Market focus • Indian state el...

  • 31-Oct – AXJ currencies to strengthen further - Updated Wed October 30, 2013

    Top 3 data/events • China – Manufacturing PMI likely saw a marginal improvement • Indonesia – Headline inflation likely remained low m/m in October • US – A neutral FOMC awaits better data before pulling the trigger • Market focus • AXJ curren...

  • 10-Oct – Value in vol - Updated Wed October 9, 2013

    Top 3 data/events • China – Trade outlook is still bright • India – August IIP expected to have remained positive • United States – Yellen appointed: Labour-market slack still her focus • Market focus • FX vols, both in G10 and EM, have yet t...

  • 06-Sep – UST: The baby and the bathwater - Updated Thu September 5, 2013

    Top 3 data/events • Taiwan – Export recovery continues on stable tech demand • China – Stable export growth, low inflation • Japan – Q2 GDP is likely to be revised up on better capex data • Market focus • Recent data supports our above-consens...

  • 09-Jul – Dancing in September - Updated Mon July 8, 2013

    Top 3 data/events • China – Export growth likely remained subdued in June • Philippines – Another month of negative export growth looks likely • Thailand – We expect the BoT to keep rates on hold • Market focus • We now expect QE tapering to s...

  • 14-May-12 – Greece slides towards the abyss - Updated Sun May 13, 2012

    Top 3 data/events • China – Growth support stepped up with 50bps RRR cut • Singapore – Strong retail sales expected in March • Philippines – March remittances likely remained stable • Market focus • Rising support for Greece’s anti-bailout le...

  • 01-May-12 – SEA outshines US in data surprises - Updated Mon April 30, 2012

    Top 3 key events and data • Thailand – BoT is expected to keep rates on hold • Euro area – Manufacturing PMI: no place to hide in the region, even not in Germany • US – ISM manufacturing may have had a timid start to Q2 Market focus • US downsi...



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Trade idea

15-Apr – Draghi puts EUR strength in the...

Top 3 data/events • China – Growth momentum likely softened in Q1 • Euro area – CPI final print likely to match the preliminary data • US – Yellen to clarify view on long-run inflation, growth and FFTR • Market focus • Draghi’s IMF comments caught attention but probably do not signal a...

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.