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  • The new, new normal - Updated Mon March 23, 2015

    You are cordially invited to join us for an exclusive conference call presentation on Wednesday 25 March 2015 at 4PM SG/HK time with: • Callum Henderson, Head, FX Research • Robert Minikin, Head, Asian FX Research • Nagaraj Kulkarni, Senior Asia...

  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • 20-Mar – Yellen’s stance and the SGD - Updated Thu March 19, 2015

    Top 3 data/events • Taiwan – IP growth likely slowed, jobless rate edged higher in February • Thailand – We expect February trade data to show a surplus • Singapore – Inflation likely fell for a fourth consecutive month • Market focus • Yellen...

  • Cross-currents and vulnerability in AXJ currencies - Updated Tue March 17, 2015

    Asian currency performance has varied significantly this year, in line with our ‘cross-currents’ call • USD-AXJ is likely to see further upside in Q2 on valuation, policy divergence and flow volatility • We raise higher our USD-CNY, USD-IDR, USD-M...

  • CNY – The real story on CNY weakness - Updated Fri February 27, 2015

    China’s FX market has re-opened amid sustained onshore corporate demand for FX • The financial account has deteriorated abruptly, due mainly to trimming or hedging of FX liabilities • We examine onshore corporate flows and identify a powerful shif...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...

  • Bank Indonesia cuts BI rate - Updated Tue February 17, 2015

    • Event - Bank Indonesia (BI) surprised the market today by cutting the BI rate by 25bps to 7.50% and the BI overnight deposit facility (FASBI) rate by 25bps to 5.50%. This move was against the market consensus view of no change. BI kept the BI over...

  • INR – Rajan, the RBI’s REER and official reserves - Updated Thu February 5, 2015

    RBI Governor Rajan has downplayed arguments that high REERs leave INR ‘grossly uncompetitive’ • RBI REERs remain on an upward trajectory, but historic averages offer little insight into INR fair value • Policy focus on REERs is a big improvement o...

  • 29-Jan – If Singapore is the next Switzerland… - Updated Wed January 28, 2015

    Top 3 data/events • Japan – IP likely rose m/m in December; inflation likely slowed • South Korea – We expect industrial production to have improved in December • Euro area – CPI likely to move further into negative territory in January • Mark...

  • MAS policy easing - Updated Wed January 28, 2015

    You are cordially invited to join us for an exclusive conference call presentation today, Wednesday 28 January 2015, with 2 sessions (4:00PM SG/HK and 9:00AM NY) with: • Callum Henderson, Head, FX Research (host) • Devesh Divya, FX Strategist • J...



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20-Mar – Yellen’s stance and the SGD

Top 3 data/events • Taiwan – IP growth likely slowed, jobless rate edged higher in February • Thailand – We expect February trade data to show a surplus • Singapore – Inflation likely fell for a fourth consecutive month • Market focus • Yellen’s Q&A comments on USD not quite as...

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Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.