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  • 31-Mar – Reserve Bank of India likely to stay on hold - Updated Sun March 30, 2014

    Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in in...

  • 07-Mar – China, commodities and currencies - Updated Thu March 6, 2014

    Top 3 data/events • India – Trade deficit to stay in single digits • Japan – C/A was likely in deficit again in January • US – February’s job report to show a hiring slowdown amid bad weather • Market focus • China’s February trade data to so...

  • 14-Jan – Raising PHP to medium-term Overweight - Updated Mon January 13, 2014

    Top 3 data/events • Hong Kong – Policy address to focus on tackling poverty • India – December WPI expected to show an improvement • United States – Retail sales data likely moderated in December • Market focus • Upcoming Philippine remittanc...

  • 11-Oct – MAS expected to maintain the status quo - Updated Thu October 10, 2013

    Top 3 data/events • China – Data week for China, starting with inflation data on Monday • India – Lack of fresh price pressures should keep inflation steady • Euro area – IP in Germany and France could support the region • Market focus • We m...

  • 10-Oct – Value in vol - Updated Wed October 9, 2013

    Top 3 data/events • China – Trade outlook is still bright • India – August IIP expected to have remained positive • United States – Yellen appointed: Labour-market slack still her focus • Market focus • FX vols, both in G10 and EM, have yet t...

  • Asia Focus – Clearing skies - Updated Wed October 9, 2013

    We see growth improving across the region, despite recent financial-market distress. Fretting over the growth outlook because of portfolio outflows is missing the point, in our view. We think more optimism is in order, as simultaneous growth in majo...

  • 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...

  • 10-May – The rise of the doves - Updated Thu May 9, 2013

    Top 3 data/events • China – Modest recovery likely continued in April • India – Slower CPI increases expected • United States – Fed speakers are unlikely to surprise the market • Market focus • BoK’s surprise decision to cut 25bps is the start...

  • 09-May – The Tasman tango - Updated Wed May 8, 2013

    Top 3 data/events • Hong Kong – Q1 GDP expected to confirm sustained mild recovery • India – March IIP likely remained lacklustre • Japan – Current account balance likely increased in March • Market focus • RBA cuts rates to tackle the elev...

  • 11-Apr – MAS to keep FX policy unchanged - Updated Wed April 10, 2013

    Top 3 data/events • China – Loan growth was likely strong in March • Euro area – February output to reflect French and German resilience • India – February industrial activity likely slumped again • Market focus • We maintain our long-held c...

  • 10-Jan-13 – USD slides in CNY forwards - Updated Wed January 9, 2013

    Top 3 data/events • China – CPI inflation set to pick up • South Korea – BoK is likely to cut rates in February, not January • India – Sharp drop in November IIP expected • Market focus • CNY upside surprises at the PBoC fix have been building...

  • 09-Nov-2012 – ECB on hold, despite rising risks - Updated Thu November 8, 2012

    Top 3 data/events • China – Export and loan growth are expected to have held up • India – Strong infrastructure activity likely supported September IIP • Japan – Q3 GDP growth is expected to have contracted • Market focus • The ECB continues t...

  • 29-Oct-12 – RBI walking the middle path - Updated Sun October 28, 2012

    Top 3 data/events • China – CNY spot gains are expected to stall • Japan – BoJ is likely to respond to the gloomy economic outlook • EU – Confidence index likely remained lacklustre • Market focus • Still-elevated inflation makes a repo rate ...

  • 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...



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31-Mar – Reserve Bank of India likely to...

Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in inflation is likely to keep the RBI on hold on...

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.