Choose the category below to
refine article list
Region
FX
Theme
Trade Ideas

Regions

Search Results

Results: 1 - 10 of 190 for 
Display 
 per page
Sort result by 
  • 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...

  • Take profit on long USD-SGD - Updated Tue January 27, 2015

    We recommend taking profit on the long USD-SGD trade • We remain fundamentally bearish on the SGD and will look to re-enter the trade at better levels • We maintain a short- and medium-term Underweight FX weighting on the SGD...

  • 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...

  • 16-Jan – The SNB, RBI and policy credibility - Updated Thu January 15, 2015

    Top 3 data/events • Japan – Revised IP likely to show a smaller m/m drop • India – RBI surprised with an inter-meeting rate cut • US – Not immune to global disinflationary trends as CPI is set to drop • Market focus • SNB step to scrap EUR-CHF...

  • Cross-currents – Relative value in Asia [Correction] - Updated Fri January 9, 2015

    This supersedes the version dated 9 January 2015. On page 12, amends CNH forecasts. • AXJ currencies were resilient in 2014 – good for investors but not so favourable for AXJ exporters • The oil-price slide will help external imbalances, but furth...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

25-Feb – CNY’s sheepish start to the Year...

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 market reopens amid sustained onshore demand for...

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.