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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 • ...

  • 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...



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07-Apr – BoJ is likely to ease further in...

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 • Recent economic data suggests recovery momentum...

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