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  • 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...

  • Asia Focus - Transforming, rebalancing, outperforming - Updated Wed March 13, 2013

    • The global economy is recovering, despite the weakness in the West. It will be difficult for the US to achieve more than 2% GDP growth this year; fiscal tightening and policy uncertainty will cast shadows on the turnaround in the housing and energ...

  • 30-Jan-13 – Take profit on PHP bonds; buy GolSecs - Updated Tue January 29, 2013

    Top 3 data/events • Korea – Vanguard rebalancing may weigh on local equity market • Taiwan – Q4 preliminary GDP to show a rebound in economic activity • Thailand – Current account balance remains fragile • Market focus • Malaysia and New Zeal...

  • 08-Jan-13 – The pulse of Asia - Updated Mon January 7, 2013

    Top 3 data/events • Thailand – BoT will probably keep policy rates on hold • Malaysia – Rebound in trade activity is likely • Asia – Robust inflows into selected bond markets; stay long INR bonds • Market focus • The Asia macro picture sugges...

  • 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...

  • 05-Oct-12 – QE3 support for Asian bond markets - Updated Thu October 4, 2012

    Top 3 data/events • Thailand – THB to rally on improving fundamentals, positioning • Taiwan – Exports to provide a glimpse of year-end seasonal demand • United States – The labour market still has a long way to go • Market focus • INR and ...

  • 25-Sep-12 – Asian growth to rebound in 2013 - Updated Mon September 24, 2012

    Top 3 data/events • Singapore – Industrial production growth likely eased slightly • Thailand – Weak exports likely hit production further • Taiwan – Leading index expected to show modest growth • Market focus • Asia's cycle is cooling, but we...

  • The resurgence - Updated Mon September 24, 2012

    • Asia is still partly insulated from the West – in much of the region, domestic demand has grown more strongly than exports in 2012. However, Asia has been slowing in recent months. We expect growth to turn up in H1-2013, and we forecast better gro...

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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.