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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...

  • 23-Mar – CBC and BSP likely to stay neutral - Updated Sun March 22, 2015

    Top 3 data/events • Vietnam – Q1 GDP and March data likely to show steady growth • UK – CPI likely eased further in February • US – Tepid core inflation to support the Fed’s wait-and-see stance • Market focus • CBC is likely to keep policy rat...

  • 23-Feb – Yellen to sound less dovish than minutes - Updated Sun February 22, 2015

    Top 3 data/events • Philippines − Trade deficit expected due to poor export growth • Vietnam - Key February data likely distorted by Tet holiday • Turkey – We expect the CBRT to cut its benchmark rate 50bps • Market focus • We expect (relative...

  • 13-Feb – Growth, inflation and the BoJ - Updated Thu February 12, 2015

    Top 3 data/events • China – SLF expansion to ease seasonal liquidity volatility • India – January trade deficit seen narrowing further on low oil imports • Philippines – Remittances to be buoyed by improving US labour market • Market focus • J...

  • 26-Jan – ECB reinforces AXJ cross-currents - Updated Sun January 25, 2015

    Top 3 data/events • Philippines – Trade deficit to widen in November • Taiwan – Monitoring index to show economy on steady growth path • Vietnam – January data likely to show an acceleration ahead of Tet • Market focus • PBoC signals defensive...

  • 12-Dec – Abe looks set to reaffirm his authority - Updated Thu December 11, 2014

    Top 3 data/events • Japan – Tankan to show improving sentiment for large manufacturers • Philippines – Remittance growth expected to pick up for rest of 2014 • Singapore – Retail sales ex-autos were likely lacklustre • Market focus • We expect...

  • 10-Nov – The US labour-market through train - Updated Sun November 9, 2014

    Top 3 data/events • Japan – C/A likely negative, sentiment likely improved in September • China – We lower our target for long-dated CGB bonds • Philippines – Export growth likely boosted C/A surplus • Market focus • Payrolls posted another ab...

  • 28-Oct – Brazil: Dilma’s chance to change her tune - Updated Mon October 27, 2014

    Top 3 data/events • Asia macro trackers – Philippines growth, current account heating up • Japan – Industrial production likely rebounded in September • US – Aircrafts orders likely to support September’s durable goods • Market focus • Dilma ...

  • 23-Oct – South Korea: Real growth is a concern - Updated Wed October 22, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened in August • Singapore – IP growth was likely positive in September • Vietnam – Inflation has likely eased further in October • Market focus • South Korea’s GDP likely grew 3.2% ...

  • 14-Jul – Euro area: Warning light but no emergency - Updated Sun July 13, 2014

    Top 3 data/events • Philippines – Remittances forecast to have increased 5.4% y/y in May • Japan – BoJ expected to leave its monetary easing policy unchanged • UK – CPI likely ticked up in June • Market focus • Fears about the health of a maj...

  • 08-Apr – New BoK governor may hold rates steady - Updated Mon April 7, 2014

    Top 3 data/events • Philippines – Exports likely grew 13.5% y/y in January-February • Japan – Machinery orders likely declined in February • US – FOMC minutes to shed more light on the timing of first rate hike • Market focus • We expect the ...

  • 26-Mar – In the steady hands of the CBC - Updated Tue March 25, 2014

    Top 3 data/events • Japan – Bad weather likely weighed on February data • Philippines – BSP is likely to keep policy unchanged in March • South Africa – MPC seen on hold at March meeting; risks are building • Market focus • Expect the CBC to k...

  • 10-Mar – USD beached on the ‘island of stability’ - Updated Sun March 9, 2014

    Top 3 data/events • Japan – BoJ is likely to stay put after its last surprise announcement • Philippines – Export growth likely started 2014 on a firm footing • United Kingdom – 2014 output rises to meet growing domestic and external demand • ...

  • 24-Feb – Brazil: The BCB’s juggling act - Updated Sun February 23, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened on stronger import growth • Hong Kong – Export data was likely distorted by Lunar New Year • Vietnam – February data expected to be distorted by Lunar New Year • Market focus • We...

  • 10-Feb – India: Softer inflation amid growth pains - Updated Sun February 9, 2014

    Top 3 data/events • Philippines – December export growth likely remained robust • Japan – December machinery orders likely slightly dropped m/m • US – Another lacklustre payroll print; but tapering is set to continue • Market focus • India Jan...

  • 29-Jan – Preparing for Japan’s sales-tax hike - Updated Tue January 28, 2014

    Top 3 data/events • Philippines – GDP growth likely remained robust in Q4 • New Zealand – We expect RBNZ to leave rate unchanged at a low 2.50% • Argentina – We raise our USD-ARS forecasts • Market focus • December data is likely to show earl...

  • 13-Dec – Top rates trades for 2014 - Updated Thu December 12, 2013

    Top 3 data/events • China – CNH drops to a discount to CNY onshore • Japan – Q4 Tankan survey to show large manufacturers are upbeat • Philippines – Remittance growth likely slowed on base effects • Market focus • Our total-returns analysis ...

  • 09-Dec – Steady labour data, but the Fed is patient - Updated Sun December 8, 2013

    Top 3 data/events • Philippines – Export growth likely accelerated in October • Japan – Machinery orders, CGPI likely to show the impact of Abenomics • UK – Downtick in October IP, but set for better data ahead • Market focus • US labour mark...

  • 25-Nov – Asian manufacturing continues to recover - Updated Sun November 24, 2013

    Top 3 data/events • Singapore – IP growth was likely strong in October • Japan – BoJ minutes expected to show little change in policy stance • Philippines – Trade deficit likely narrowed in September • Market focus • Four Asian countries will ...

  • 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...



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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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