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  • Sri Lanka – Maintaining the status quo on rates - Updated Tue April 22, 2014

    The Central Bank of Sri Lanka kept policy rates unchanged at its 22 April meeting • Upside risks to inflation increase the likelihood that it will keep rates on hold for longer • Private credit growth continues to slow, while external sector perfo...

  • IGB valuations are attractive; buy 5Y IGBs - Updated Wed April 16, 2014

    We believe recent pessimism on the IGB market is overdone • Improving INR outlook, near-term supply and stable policy rates are key positives for IGBs • We shift our IGB outlook to Positive from Neutral; buy 5Y IGBs at 8.95%; target: 8.65%, stop-l...

  • 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 ...

  • 03-Apr – Indonesia continues to outperform EMs - Updated Wed April 2, 2014

    Top 3 data/events • Malaysia – Exports likely rose sharply on a y/y basis in February • Philippines – Inflation likely remained on an uptrend • Germany – February factory orders expected to have risen, but only just • Market focus • Indonesia ...

  • India – RBI pauses for clarity - Updated Tue April 1, 2014

    • RBI keeps policy rates unchanged with a cautious stance as uncertainty looms on inflation • A sustained fall in CPI inflation below 7% and core inflation approaching 7% could prompt a rate cut • We expect a long pause in policy rates, as CPI ...

  • 31-Mar – Reserve Bank of India likely to stay on hold - Updated Sun March 30, 2014

    Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in in...

  • Sri Lanka – CBSL on an extended pause - Updated Fri March 21, 2014

    2013 GDP surprises on the upside, and inflation continues to fall, justifying CBSL’s status quo on rates • Q4 GDP increase in contrast to weakness in proxy growth indicators • No change likely in policy rate until Q3-2014 the earliest • The T-...

  • 06-Mar – India – Polling time looms - Updated Wed March 5, 2014

    Top 3 data/events • Bangladesh – Improving sentiment in the T-bond market • Malaysia – Exports likely remained healthy in January • Taiwan – Exports likely rebounded sharply following seasonal effects • Market focus • India’s national electio...

  • Bangladesh - Riding out the storm - Updated Wed February 26, 2014

    • Growth is likely to remain sub-par at 5.3% and 5.9% in FY14 and FY15, respectively • We expect no change in policy rates as the BB seeks to preserve macroeconomic stability • A narrower current account surplus could put mild depreciation pressur...

  • Indonesia – It may not be as bad as it seems - Updated Wed February 19, 2014

    • Indonesia’s economic fundamentals are not as weak as they seem • We still project the BI rate at 8.00% by end-2014, but adjust the timing of the next rate hikes to Q2 and Q3 • A further rally in IDR bonds will be tactical and limited; we maintai...



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11-Apr – Indonesian rally to pause on...

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 following the parliamentary elections on 9...

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.