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  • 17-Apr – USD-CNY forecast revisions - Updated Thu April 16, 2015

    Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY fore...

  • 16-Apr – Greece on a tightrope - Updated Wed April 15, 2015

    Top 3 data/events • Singapore – NODX growth likely remained muted in March • Euro area – CPI likely to match flash at -0.1% y/y • UK – Labour-market slack likely diminished further • Market focus • Greek government and the ‘institutions’ are ...

  • 15-Apr – BoC likely to wait as jury is still out - Updated Tue April 14, 2015

    Top 3 data/events • South Korea – Sewol ferry disaster, one year on • Australia – March unemployment rate was likely unchanged at 6.3% • Philippines – Remittance growth likely rebounded; challenges ahead • Market focus • The Bank of Canada may...

  • 14-Apr – China’s growth likely slowed further - Updated Mon April 13, 2015

    Top 3 data/events • South Korea – March unemployment rate was likely subdued • Euro area – Good momentum, but the ECB will continue with QE • US – Consumers likely returned to shops in March • Market focus • China’s Q1 GDP growth may have slow...

  • 13-Apr – We expect no BI policy surprises - Updated Sun April 12, 2015

    Top 3 data/events • China - We expect credit growth to have declined again in March • UK – CPI likely became negative in March • Euro area – Industrial production likely registered modest growth • Market focus • We expect Bank Indonesia (BI) t...

  • 10-Apr – Our call on a MAS move is a close one - Updated Thu April 9, 2015

    Top 3 data/events • India – March CPI likely edged up owing to unseasonal rain • China – Weak demand may have weighed on trade growth • Japan – Feb MoR likely shrank, Mar PPI inflation likely slowed • Market focus • We expect the MAS to recent...

  • 09-Apr – A pause for breath or a policy inflection? - Updated Wed April 8, 2015

    Top 3 data/events • Malaysia – Industrial production likely slowed in February • China – We think inflation moderated after the Lunar New Year • China – Credit growth likely slid again in March • Market focus • USD strength in Q1 was almost in ...

  • 08-Apr – BoK will likely keep the base rate on hold - Updated Tue April 7, 2015

    Top 3 data/events • UK – We expect the BoE to keep the Bank Rate unchanged • Germany – Industrial production likely rose in February • US – Trilogy of Yellen-Fischer-Dudley speeches make minutes look old • Market focus • BoK will likely lower ...

  • 07-Apr – BoJ is likely to ease further in April - Updated Mon April 6, 2015

    Top 3 data/events • India – The SIGMA signal is bearish; we remain Positive on IGBs • Taiwan – Exports likely grew in March; inflation may have declined • Philippines – Export growth likely rebounded modestly in February • Market focus • Rece...

  • 02-Apr – India – A pause before easing - Updated Wed April 1, 2015

    Top 3 data/events • Australia – RBA likely to maintain cash rate at 2.25% in a close call • Malaysia – We expect lacklustre export growth for February • Philippines – Inflation likely eased in March • Market focus • RBI likely to keep repo rat...

  • 01-Apr – US – The payroll/GDP debate - Updated Tue March 31, 2015

    Top 3 data/events • Singapore – We expect the PMI to have remained weak • Turkey – Headline CPI likely eased in March • FX – Our forecasts for 2015 and 2016 • Market focus • We look for a moderation in payroll growth: our forecast is 230,000 ...

  • 31-Mar – BoJ’s Tankan likely to show a mixed picture - Updated Mon March 30, 2015

    Top 3 data/events • UK – We expect the manufacturing PMI to have improved further • South Korea – CPI inflation was likely low; trade surplus likely increased • China – Manufacturing sector likely remained sluggish in March • Market focus • Bo...

  • 30-Mar – Euro area is gaining momentum - Updated Sun March 29, 2015

    Top 3 data/events • South Korea – IP likely dropped during the Lunar New Year holiday • Thailand – Rising tourism income may have boosted C/A surplus • US – Soft core PCE inflation to keep September hike on track • Market focus • The euro area ...

  • 27-Mar – Investor feedback from Tokyo - Updated Thu March 26, 2015

    Top 3 data/events • Japan – Industrial production likely dropped m/m in February • South Korea – We expect sentiment to deteriorate in April • US – Q4 to be revised up slightly; personal spending up too • Market focus • Japanese investors are ...

  • 26-Mar – US escape velocity – Not this year either - Updated Wed March 25, 2015

    Top 3 data/events • Taiwan – Monitoring indicators index to remain in the ‘green’ zone • Japan – We expect slower inflation, rebounding retail sales in February • Brazil – The end of an era in FX intervention • Market focus • Except for payrol...

  • 25-Mar – Reading SARB signals - Updated Tue March 24, 2015

    Top 3 data/events • Hong Kong – February export data likely distorted by Lunar New Year • Singapore – We expect IP to have contracted in January-February • Euro area – Pick-up in credit cycle likely continued in February • Market focus • We ...

  • 23-Mar – CBC and BSP likely to stay neutral - Updated Sun March 22, 2015

    Top 3 data/events • Vietnam – Q1 GDP and March data likely to show steady growth • UK – CPI likely eased further in February • US – Tepid core inflation to support the Fed’s wait-and-see stance • Market focus • CBC is likely to keep policy rat...

  • 20-Mar – Yellen’s stance and the SGD - Updated Thu March 19, 2015

    Top 3 data/events • Taiwan – IP growth likely slowed, jobless rate edged higher in February • Thailand – We expect February trade data to show a surplus • Singapore – Inflation likely fell for a fourth consecutive month • Market focus • Yellen...

  • 19-Mar – India – Stay Positive on IGBs; Neutral INR - Updated Wed March 18, 2015

    Top 3 data/events • Taiwan – Export order growth likely declined in February • Hong Kong – Holiday data distortion likely caused the CPI jump in February • UK – Official forecasts revised • Market focus • Indian banks’ year-end profit booking ...

  • 18-Mar – Fed likely to remove ‘patient’ guidance - Updated Tue March 17, 2015

    Top 3 data/events • New Zealand – Q4-2014 GDP growth likely remained robust at 0.6% q/q • Euro area – TLTRO 3 to show whether demand for loans is rising • Switzerland – SNB likely to keep the LIBOR target range unchanged • Market focus • We th...



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17-Apr – USD-CNY forecast revisions

Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY forecasts vs the USD and lift the short-term FX...

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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.