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  • 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...

  • 17-May – UST track data not debt ceiling - Updated Thu May 16, 2013

    Top 3 data/events • Taiwan – Export orders are expected to show steady tech demand • Thailand – Q1 GDP result will likely play a role in policy rate decision • Gold tests lower levels as investor selling overwhelms physical demand • Market focu...

  • 23-Nov-12 – Copper struggles as China builds stock - Updated Thu November 22, 2012

    Top 3 data/events • South Korea – Authorities signal their response to KRW gains • Singapore – Industrial production may rebound • Thailand – Base effects to boost export growth • Market focus • We recommend selling into rallies in copper, as ...

  • 30-Apr-12 – Doctor copper’s troubling diagnosis - Updated Sun April 29, 2012

    THIS REPORT MAY NOT BE DISTRIBUTED INTO INDIA Top 3 key events and data • China – Treat PMI data with caution given slowing growth • South Korea – Weak trade flows and stable inflation expected • Thailand and Indonesia – Muted CPI inflation • M...



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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.