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  • 05-Jun – Scaling back KRW in favour of THB - Updated Wed June 4, 2014

    Top 3 data/events • Malaysia – Positive export demand for commodities and electronics • Iron ore – Credit tightness justifies more price declines • Brazil – COPOM minutes likely to reaffirm rates on hold for now • Market focus • Short THB vs....

  • 17-Feb – Ironing out our AUD view - Updated Sun February 16, 2014

    Top 3 data/events • Australia – RBA minutes likely to show comfort about the recovery • Japan – BoJ likely to maintain its pace of asset purchases • Turkey – CBRT expected to stay on hold • Market focus • We have cut our iron ore forecasts on ...



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