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  • 17-Apr – USD-CNY forecast revisions - Updated Thu April 16, 2015

    Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY fore...

  • Risks and opportunities 2015 - Updated Thu April 16, 2015

    The biggest risks and opportunities in the global economy today • Their economic and market implications • Q&A...

  • Risks and opportunities 2015 - Updated Wed April 15, 2015

    • We analyse seven risks and seven opportunities in detail, exploring potential triggers as well as economic and market implications. • We also asked our research heads to pick the three biggest risks and three most likely opportunities and find th...

  • China – Q&A on local government debt swap plan - Updated Tue March 24, 2015

    China announces CNY 1.0tn debt-for-bond swap plan for local governments This should reduce refinancing risk and lower local governments’ interest burden We see the proposed plan as positive for China’s sovereign credit profile The move is likely ...

  • 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...



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17-Apr – USD-CNY forecast revisions

Top 3 data/events • Taiwan – March export orders likely supported by rising tech demand • Malaysia – Inflation to increase from April • US – March CPI inflation data likely to support the Fed’s ‘no rush’ view • Market focus • We raise CNY forecasts vs the USD and lift the short-term FX...

In Media

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.