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  • 07-Apr – One-year review of the BoJ’s QQE - Updated Sun April 6, 2014

    Top 3 data/events • Indonesia – We expect BI to keep rates unchanged in April • Korea and Taiwan – Rebound in equity inflows spurs FX rally • UK – Strong manufacturing activity supports industrial production • Market focus • We expect the BoJ...

  • 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...

  • 03-May – NFP in sight as Fed keeps all options open - Updated Thu May 2, 2013

    Top 3 data/events • Australia – Improving retail sales • Indonesia – Q1 real GDP expected at 6.2% y/y • Taiwan – Core inflation likely to outpace the headline figure • Market focus • NFP data scrutinised as the Fed indicates it stands ready to...

  • 04-Feb-13 – RBA to wait and watch - Updated Sun February 3, 2013

    Top 3 data/events • Philippines – Inflation likely remained subdued • Indonesia – GDP growth remained strong in 2012 • Taiwan – Headline CPI likely remained elevated • Market focus • We expect the RBA to keep rates on hold in light of improvi...

  • 02-Nov-12 – It’s the Electoral College that matters - Updated Thu November 1, 2012

    Top 3 data/events • Indonesia – We expect a robust Q3 growth reading • Taiwan – CPI was likely above 2% for a fourth straight month • United States – The labour market still has a long way to go • Market focus • While polls show a tied pop...

  • 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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07-Apr – One-year review of the BoJ’s QQE

Top 3 data/events • Indonesia – We expect BI to keep rates unchanged in April • Korea and Taiwan – Rebound in equity inflows spurs FX rally • UK – Strong manufacturing activity supports industrial production • Market focus • We expect the BoJ to stay put at its April 7-8 meeting,...

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.