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  • 12-Dec-12 – Central bank reserve monitor - Updated Tue December 11, 2012

    Top 3 data/events • Philippines – Overnight borrowing rate to stay on hold • EU – Summit to discuss banking union, approve Greek tranche • United States – November retail sales boosted by autos • Market focus • Reserve accumulation of our EM...

  • 27-Nov-12 – Brazil’s COPOM: the last will be the first - Updated Mon November 26, 2012

    Top 3 data/events • Philippines – GDP growth should provide evidence of domestic resilience • Thailand – We expect the BoT to keep rates on hold for now • US – Headline durable goods orders likely to edge lower, core not much better • Market fo...

  • 05-Nov-12 – The lucky currency - Updated Sun November 4, 2012

    Top 3 data/events • Philippines – CPI inflation momentum was likely flat • Singapore – PMI likely improved but stayed in contractionary territory • United States – Strong sales imply better ISM non-manufacturing • Market focus • We expect the ...

  • 24-Oct-2012 – Defending South Africa’s rating - Updated Tue October 23, 2012

    Top 3 data/events • Singapore – Industrial production is likely to have been lacklustre • Philippines – We expect BSP to cut rates by 25bps on 25 October • US – After September’s FOMC fireworks, we see little spark in October • Market focus • ...

  • 22-Oct-12 – Peering over the fiscal cliff - Updated Sun October 21, 2012

    Top 3 data/events • Singapore – Sticky inflation • Taiwan – Industrial production to rebound on exports • Philippines – We are bullish on PHP bonds ahead of the BSP meeting • Market focus • US data is much improved, but the fiscal cliff will be...

  • 11-Oct-12 – MAS is likely to ease slightly - Updated Wed October 10, 2012

    Top 3 data/events • Philippines – BSP expected to cut policy rate by 25bps on 25 October • India – August IIP likely remained uninspiring • United States – Consolidation expected in the Michigan survey • Market focus • We expect the MAS to eas...

  • 10-Sep-12 – FOMC’s toughest choice in 2012 - Updated Sun September 9, 2012

    Top 3 data/events • Philippines – Export growth to benefit from encouraging demand • New Zealand – RBNZ is likely to keep rates low and steady • China – The divergence between USD-CNY spot and fix is no more • Market focus • We do not think US...

  • 29-Aug-12 – Awe, followed by shock [CORRECTION] - Updated Tue August 28, 2012

    Top 3 data/events • Philippines – We expect Q2 GDP to have been 4.7% y/y • Euro area – Deteriorating confidence • United States – Beige book to acknowledge improved data • Market focus • The prospect of Fed QE3 continues to support risk assets...

  • 13-Jul-12 – Finding doves - Updated Thu July 12, 2012

    Top 3 data/events • India – June WPI expected to have remained significantly above 7% • Philippines – Remittance growth likely continued at a steady pace • United States – June retail sales to fail to inspire • Market focus • BoK’s rate cut has...

  • 14-June-12 – Relative value in Asian local markets - Updated Wed June 13, 2012

    Top 3 data/events • Japan – No expected change in BoJ’s policy rate and asset purchases • Philippines – April should show healthy growth in remittances • United States – Headline weakness takes time to hit the core • Market focus • Investors s...



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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.