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  • 31-Mar – Reserve Bank of India likely to stay on hold - Updated Sun March 30, 2014

    Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in in...

  • 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...

  • 03-Dec-12 – GolSecs to rally on RBI OMOs - Updated Sun December 2, 2012

    Top 3 data/events • Australia – We expect the RBA to keep the policy rate on hold • Singapore – PMI likely stayed negative • US – ISM to improve but progress remains slow • Market focus • India’s Q2-FY13 GDP in line with consensus at 5.3%; gr...



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31-Mar – Reserve Bank of India likely to...

Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in inflation is likely to keep the RBI on hold on...

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.