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  • 16-Apr – Food prices rise on weather and geopolitics - Updated Tue April 15, 2014

    Top 3 data/events • Singapore – NODX growth likely to have accelerated in March • Canada – Bank of Canada likely to keep policy rate unchanged • US – Spring recovery in housing may be gradual • Market focus • Weather risks and geopolitical con...

  • Offshore Renminbi – Big Apple, bigger Renminbi - Updated Fri March 7, 2014

    • We add New York to our RGI, reflecting rising Renminbi payment flows and CNH FX turnover • New York enjoys time-zone advantage, massive trade with China, and rising investor interest in the RMB • We summarise the latest Renminbi developments in...

  • 23-Jan – Trip notes from Japan - Updated Wed January 22, 2014

    Top 3 data/events • Singapore – Upside to IP expected to be muted • Vietnam – Jan inflation likely edged higher, but still controllable • US – Existing home sales were likely up slightly in December • Market focus • Japanese clients are positi...

  • 22-Jan – Korea likely to show steady Q4 GDP growth - Updated Tue January 21, 2014

    Top 3 data/events • Taiwan – Latest IP data may show a rebound in economic activity • Singapore – Lower transport inflation likely slowed December inflation • Canada – Bank of Canada likely to leave policy rate unchanged • Market focus • Q4 G...

  • 12-Dec – China’s on/offshore liquidity contrast - Updated Wed December 11, 2013

    Top 3 data/events • Singapore – Retail sales likely contracted at a slower pace in October • US – Robust auto sales likely boosted holiday retail sales • Latam – A busy day across the region on Thursday • Market focus • Central Economic Work ...

  • 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...

  • 23-Aug – Drawing the line in the EM debt sell-off - Updated Thu August 22, 2013

    Top 3 data/events • Singapore – Industrial production likely rebounded in July • Vietnam – August CPI expected to remain on an uptrend • US – New home sales likely edged down, but uptrend seems solid • Market focus • EM bonds have seen outflow...

  • 25-Jul – Reserving the right to tighten [CORRECTION] - Updated Thu July 25, 2013

    This supersedes the version dated 25 July 2013. On page 1, Key data/events today. • Top 3 data/events • Singapore – Electronics sector may have bottomed • Taiwan – LEI index to show that the growth rebound continues • United States – June durab...

  • 02-Jul – Reserve revelations - Updated Mon July 1, 2013

    Top 3 data/events • Singapore – PMI likely remained positive in June • Euro area – Retail sales to show moderate but muted growth • US – Services sector to have kept growing; ADP data key ahead of NFP • Market focus • The IMF has revealed AUD ...

  • 26-Jun – PBoC tones down a bit - Updated Tue June 25, 2013

    Top 3 data/events • Singapore – MAS to auction SGD 1.8bn of 10Y SGS on 26 June • Taiwan – CBC likely to keep rates on hold for eighth straight quarter • United States – MBA mortgage data could be affected by rising yields • Market focus • Chin...

  • 16-May – An unsustainable DXY-ADXY divide - Updated Wed May 15, 2013

    Top 3 data/events • Japan – Machinery orders probably increased m/m in March • Singapore – Pace of contraction in NODX was likely slower in April • US – Decelerating inflation; still-robust housing market • Market focus • USD climbs back to 20...

  • 16-Apr – Beijing stays calm - Updated Mon April 15, 2013

    Top 3 data/events • Singapore – Export performance to remain weak on a y/y basis • Malaysia – Inflation still benign, but gathering momentum • United States – IMF set to cut its 2013 growth forecast • Market focus • Weak consumption drags Q1 ...

  • 12-Apr – China consolidated in Q1 - Updated Thu April 11, 2013

    Top 3 data/events • Singapore – Likely market reaction on possible MAS announcements • Philippines – Remittance growth likely remained robust in February • US – March’s retail sales to feel the pinch of the fiscal drag • Market focus • We expe...

  • 02-Apr – Thailand might cut its policy rate - Updated Mon April 1, 2013

    Top 3 data/events • Philippines – CPI inflation likely eased due to high base effects • Singapore – PMI data likely remained subdued in March • US – Services sector probably maintained momentum in March • Market focus • In March, Thai core in...

  • 15-Mar – USD in transition, but no ‘new normal’ yet - Updated Thu March 14, 2013

    Top 3 data/events • Singapore – NODX likely fell in January-February • Copper – Inventories to provide headwinds to price recovery • United States – Confidence to improve, inflation to stay tame • Market focus • We have long called for medium...

  • 25-Feb-13 – Taiwan’s economy is recovering - Updated Sun February 24, 2013

    Top 3 data/events • Singapore – IP growth was likely sluggish in January • Singapore – 30Y SGS reopening to price at 2.85-2.90% • US – Bernanke’s semi-annual testimony is centre stage • Market focus • Taiwan data is likely to show that the ec...

  • 01-Feb-13 – The euro and the currency wars - Updated Thu January 31, 2013

    • Singapore – PMI likely remained in contractionary territory • Oil – Rising crude prices are likely to be reined in • US – Lacklustre public-sector job data probably weighed on payrolls ...

  • 15-Nov-12– AXJ FX rally supports bond inflows - Updated Wed November 14, 2012

    Top 3 data/events • Singapore – Export outlook is likely to remain murky • Malaysia – GDP growth was likely supported by the services sector • US – Energy-price drop probably tempered inflation in October • Market focus • Foreign inflows to A...

  • Local Markets Compendium 2013 - Updated Fri October 5, 2012

    Local-currency emerging bond markets have seen ever greater levels of foreign demand as global investors flee from the ongoing European sovereign crisis and continue to allocate to fixed income securities. From less than USD 150bn in March 2009, for...

  • 21-Sep-12 – Time to come back down to earth - Updated Thu September 20, 2012

    Top 3 data/events • Singapore – Moderating inflation in August • Taiwan – Expected rebound in August industrial production • US – Manufacturing remains soft • Market focus • The EUR has rallied but the post-QE3 euphoria has been short-lived, a...



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16-Apr – Food prices rise on weather and...

Top 3 data/events • Singapore – NODX growth likely to have accelerated in March • Canada – Bank of Canada likely to keep policy rate unchanged • US – Spring recovery in housing may be gradual • Market focus • Weather risks and geopolitical concerns have lifted food prices • Inventories...

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.