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  • 14-Nov – Yellen’s hearing: Safety first - Updated Wed November 13, 2013

    Top 3 data/events • Hong Kong – Q3 GDP report to confirm continued resilience • Malaysia – GDP likely picked up as external demand improved • Philippines – Stable remittance growth likely • Market focus • We expect Yellen to ‘play it safe’ a...

  • 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...

  • 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...

  • 05-Sep-2012 – Thailand in the spotlight - Updated Tue September 4, 2012

    Top 3 data/events • Malaysia – BNM is likely to keep rate steady on 6 September • Australia – Labour report expected to show domestic resilience • Europe – ECB set to take action; no change expected from the BoE • Market focus • We expect the ...

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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.