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  • 28-Oct – India: RBI – Sequencing the exit - Updated Sun October 27, 2013

    Top 3 data/events • Japan – Rising retail sales and hiring indicate growing confidence • South Korea – Industrial production likely contracted in September • US – Pending homes sales likely slowed, but IP probably increased • Market focus • Hi...

  • 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...

  • 27-Sep – Euro-area policy, politics and economics - Updated Thu September 26, 2013

    Top 3 data/events • Thailand – Modest current account deficit expected for August • Vietnam – Revision of USD-VND FX Forecasts • South Korea – Industrial production likely rebounded in August • Market focus • Unpredictable politics in Austria...

  • 07-Aug – More to the INR than carry - Updated Tue August 6, 2013

    Top 3 data/events • China – Trade growth is likely bottoming out • Japan – We expect the BoJ to keep policy on hold • South Korea – BoK likely to keep rate on hold for third straight month • Market focus • Higher carry does not offset C/A defi...

  • 31-Jul – For your guidance - Updated Tue July 30, 2013

    Top 3 data/events • China – Weakness in manufacturing PMI likely continued • South Korea – Both headline inflation and exports likely picked up • Indonesia – Month-on-month inflation likely peaked in July • Market focus • The ECB and BoE use...

  • 26-Jul – Beijing is ready for more targeted support - Updated Thu July 25, 2013

    Top 3 data/events • India – GoISecs to trade weak on tight liquidity • South Korea – Mild dip in IP, sizeable C/A surplus expected • Rates – EM bond flows stabilise, but Thailand and Turkey are still seeing outflows • Market focus • China’s ...

  • 24-Jul – Positioning versus fundamentals - Updated Tue July 23, 2013

    Top 3 data/events • Philippines – BSP likely to keep policy and SDA rates on hold • South Korea – Q2 GDP growth likely picked up in y/y terms • US – We expand our yield forecasts to the 5Y sector • Market focus • Positioning, seasonals and...

  • 10-Jul – Adjusting our USD-AXJ FX forecasts - Updated Tue July 9, 2013

    Top 3 data/events • Indonesia – We expect a BI rate hike in July • Malaysia – BNM to maintain the status quo • South Korea – BoK likely to keep rates on hold • Market focus • We are revising higher our USD-AXJ FX forecasts on Fed QE tapering, ...

  • Asia Focus - Macro resilience - Updated Tue July 2, 2013

    • Worries over the impact of eventual US tightening and policy actions in China may have affected markets, but Asia’s underlying macro resilience remains intact. Domestic demand indicators have been holding up. We have downgraded our 2013 growth for...

  • 27-Jun – Gold prices tumble as investors liquidate - Updated Wed June 26, 2013

    Top 3 data/events • Japan – Economic data to show an uneven pace of recovery • South Korea – Industrial production likely posted a mild gain in May • US – Personal spending may fine-tune Q2 GDP expectations • Market focus • Investor selling o...



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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.