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  • Asia data previews – 13-20 March 2015 - Updated Fri March 13, 2015

    • We think BI will maintain an easing bias amid low inflation and global central bank easing • Singapore’s February NODX was likely affected by Lunar New Year data distortions • We expect a BoJ move in April not March ...

  • Asia data previews – 27 Feb – 6 Mar 2015 - Updated Fri February 27, 2015

    • We expect the RBA and BNM to keep policy rates on hold; RBA may be a close call • Indonesia, Thailand, South Korea and the Philippines to release inflation data, with differing expectations • We see still-weak export growth in South Korea and Ma...

  • 06-Feb – Malaysia shows resilience - Updated Thu February 5, 2015

    Top 3 data/events • India – New GDP series likely to show slower economic activity in FY15 • Japan – Current account balance was likely positive in December 2014 • Taiwan – Trade surplus was likely boosted by a lower (oil) import bill • Marke...

  • 6-Jan – Greek election raises the stakes for ECB QE - Updated Mon January 5, 2015

    Top 3 data/events • Taiwan – Sharp fall in oil price likely lifted total trade surplus • Malaysia – We expect export growth rebounded in November • Euro area – Falling oil prices could pull inflation negative • Market focus • Euro-area inflatio...

  • Asia data previews – 05-12 Dec - Updated Fri December 5, 2014

    • China is due to hold its Annual Central Economic Work Conference from 9-12 December • Central banks of Indonesia, Korea, Philippines and New Zealand are expected to keep rates on hold • We expect slower industrial production growth in China, Ind...

  • 04-Dec – We expect the BoK to cut rates in Q1-2015 - Updated Wed December 3, 2014

    Top 3 data/events • Malaysia – Falling commodity prices likely affected export performance • Philippines – Inflation likely eased further in November • Taiwan – Inflationary risk likely eased on weak fuel prices • Market focus • Korea’s econo...

  • 05-Nov – Aussie labour-market uncertainty persists - Updated Tue November 4, 2014

    Top 3 data/events • Japan – BoJ minutes in focus after its surprise easing • Malaysia – We expect BNM to keep rates unchanged • Taiwan – Tech exports likely rose on year-end holiday sales demand • Market focus • The Australian Bureau of Stat...

  • Asia data previews – Week of 01-Nov - Updated Fri October 31, 2014

    China’s manufacturing PMI likely remained flat amid weak domestic demand; we expect a 25bps deposit rate cut in Q4 • We expect RBA, BoT and BNM to keep policy rates unchanged in the week ahead; BoJ minutes may show some concern on inflation target ...

  • Oil price effects on Asia, the US and Latam - Updated Fri October 24, 2014

    • We estimate the macro impact of a sustained change in oil prices • The impact will likely be affected by whether supply or demand dynamics drive the move more • Lower oil costs will likely result in reverse stagflation • Our central case is for...

  • 04-Sep – A hedge for ECB disappointment - Updated Wed September 3, 2014

    Top 3 data/events • Malaysia – July exports likely remained strong • Philippines – Inflationary pressures likely persisted in August • Taiwan – Local producers may pass on rising costs to consumers • Market focus • Expectations and short EUR p...



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