Choose the category below to
refine article list

Rates

Search Results

Display 
 per page
Sort result by 
  • 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...

  • 10-Jan – India’s inflation to slow; buy 5Y GoISecs - Updated Thu January 9, 2014

    Top 3 data/events • Kenya – Policy rate expected to stay on hold until Q3 • Taiwan – TWD NEER weakness expected to aid export outlook • United States – A moderate increase in December payrolls is likely • Market focus • December CPI is likely...

  • 06-Jan – Bearish SEA, bullish NEA - Updated Sun January 5, 2014

    Top 3 data/events • Taiwan – Latest export sales data likely to boost producers’ confidence • Australia – Trade balance expected to be in deficit for 23rd month • India – The SIGMA signal turns bullish for duration in January • Market focus • ...

  • 04-Dec – The tortoise and the hare - Updated Tue December 3, 2013

    Top 3 data/events • India – The SIGMA signal remains bearish for duration in December • Philippines – November inflation was likely higher • Taiwan – CPI inflation probably rebounded in November • Market focus • The UK’s official 2014 growth ...

  • 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...

  • 25-Sep – Top Asian rates trades amid tapering delay - Updated Tue September 24, 2013

    Top 3 data/events • India – Government front-loads H2-FY14 market borrowing • Taiwan – CBC likely to hold policy rate steady; IP data on an uptrend • US – Core durable goods orders and new home sales likely rebounded • Market focus • Fed’s ta...

  • 19-Apr – Another wave of Indian optimism - Updated Thu April 18, 2013

    Top 3 data/events • China – March sees USD sales take off again • Hong Kong – Upside risk to inflation • Taiwan – Job outlook and export orders likely improved • Market focus • Drop in gold and oil prices has spurred renewed investor optimis...

  • 28-Jan-13 – Only a cautious step by the RBI - Updated Sun January 27, 2013

    Top 3 data/events • Taiwan – High USD-TWD close indicates near-term TWD weakness • Euro area – Still-high liquidity, still-scarce credit • US – Headline durable goods orders likely gained in December • Market focus • We expect the RBI to cut t...

  • Positive Asian bond demand vs. supply in 2013 - Updated Tue January 22, 2013

    Demand and supply dynamics are favourable in South Korea, Malaysia, the Philippines and Taiwan • Foreign demand to remain strong in 2013, particularly as RMFs shift focus back to Asia from CEMEA • Buy 10Y (LB236A) THB bonds, as curve is steep and...

  • 26-Nov-12 – Central bank inflows support AXJ gains - Updated Sun November 25, 2012

    Top 3 data/events • Taiwan – Leading index to suggest a moderate growth rebound in Q4 • Philippines – Narrower trade deficit likely boosted C/A, reserves • Hong Kong – Exports likely to have normalised • Market focus • AXJ currencies have outp...

  • 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...

  • 06-Sep-12 – India: Too soon to buy - Updated Wed September 5, 2012

    Top 3 data/events • Malaysia – Exports are not likely to see a turnaround as yet • Philippines – BSP likely to keep rates on hold after higher inflation • Taiwan – Exports may have stabilised due to a rebound in tech sales • Market focus • T...

  • 30-Jul-12 – RBI to hold firm - Updated Sun July 29, 2012

    Top 3 data/events • South Korea – Slow but steady growth in industrial production • Taiwan – Q2 preliminary GDP data to show economy reached a trough • Euro area – Focus is on politicians for more detail about ‘big plan’ • Market focus • RBI ...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

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.