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  • 08-Jan – Thailand’s prolonged political vacuum [CORRECTION] - Updated Wed January 8, 2014

    Top 3 data/events • China – Inflation likely remained benign in December • Indonesia – BI expected to keep rates unchanged • Europe – ECB and BoE likely to keep policy on hold • Market focus • Several event risks could disrupt the election, le...

  • 31-Jul – For your guidance - Updated Tue July 30, 2013

    Top 3 data/events • China – Weakness in manufacturing PMI likely continued • South Korea – Both headline inflation and exports likely picked up • Indonesia – Month-on-month inflation likely peaked in July • Market focus • The ECB and BoE use...

  • 13-May – EM-21 reserve monitor: Bearish EUR, GBP - Updated Sun May 12, 2013

    Top 3 data/events • Indonesia – BI likely to keep rates unchanged at the May meeting • India – More good news on inflation • Germany – ZEW survey expected to reflect modest pickup in investor sentiment • Market focus • EM-21 central-bank rese...

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