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  • 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...

  • 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 ...

  • Asian rates 2015 – Cherry-picking Asian markets - Updated Tue January 13, 2015

    • Asian local-currency bond markets to benefit from low inflation and lower-for-longer DM bond yields • We expect local central banks to stay dovish in H1 before showing some divergence in H2 • Demand/supply dynamics are neutral to positive, exc...

  • 09-Jan – US NFPs: Regressing to the mean - Updated Thu January 8, 2015

    Top 3 data/events • TWD – USD-TWD gains may slow near-term • India – The SIGMA signal is bearish; we remain Positive on IGBs • India – Increase in December CPI is unlikely to be a concern • Market focus • We expect NFPs to moderate to 240,000 ...

  • Searching for value in EM Asia fixed income markets - Updated Fri September 19, 2014

    We see the recent pull-back as an opportunity to selectively buy into EM; we expect Asia to outperform • Within high-yield Asia, we favour IDR over INR bond markets on improving fundamentals and asset rotation • Within low-yield Asia, we favour TH...

  • Asian rates – Enter 5/10Y steepeners in MYR and KRW IRS - Updated Fri June 6, 2014

    Despite more aggressive ECB easing than expected, we see directional opportunities outside Asia • The ECB’s announcement adds to local factors supporting 5/10Y steepeners in Malaysia, Korea • We recommend outright shorts in 10Y MYR and 10Y PHP bon...

  • 19-May − India: A strong electoral mandate - Updated Sun May 18, 2014

    Top 3 data/events • Taiwan – Steady tech demand likely supported April export orders • Nigeria – We expect the CBN to hold policy steady • UK – Inflation seems set to stay below target, for now • Market focus • NDA set to form the next gover...

  • 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 • ...

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