Choose the category below to
refine article list

Regions

Search Results

Display 
 per page
Sort result by 
  • 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...

  • 09-Jul – Dancing in September - Updated Mon July 8, 2013

    Top 3 data/events • China – Export growth likely remained subdued in June • Philippines – Another month of negative export growth looks likely • Thailand – We expect the BoT to keep rates on hold • Market focus • We now expect QE tapering to s...

  • Asia leverage uncovered - Updated Mon July 1, 2013

    The following is a joint research report from the Equity and Regional Research teams. Two versions of the report are available; the Equity Research version includes additional company-specific content. • Unprecedented approach to systemic credit r...

  • Asia Focus - Transforming, rebalancing, outperforming - Updated Wed March 13, 2013

    • The global economy is recovering, despite the weakness in the West. It will be difficult for the US to achieve more than 2% GDP growth this year; fiscal tightening and policy uncertainty will cast shadows on the turnaround in the housing and energ...

  • 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 ...

  • 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...

  • The resurgence - Updated Mon September 24, 2012

    • Asia is still partly insulated from the West – in much of the region, domestic demand has grown more strongly than exports in 2012. However, Asia has been slowing in recent months. We expect growth to turn up in H1-2013, and we forecast better gro...

  • 25-May-12 – Revisiting the value in vol - Updated Thu May 24, 2012

    Top 3 data/events • China – Slow loan growth, but the cost of financing is falling • Taiwan – Leading indicators index likely to drop • Thailand – Manufacturing production and trade to recover Market focus • Our call for reducing FX beta, raisi...

  • 01-May-12 – SEA outshines US in data surprises - Updated Mon April 30, 2012

    Top 3 key events and data • Thailand – BoT is expected to keep rates on hold • Euro area – Manufacturing PMI: no place to hide in the region, even not in Germany • US – ISM manufacturing may have had a timid start to Q2 Market focus • US downsi...



  • 1
  • 2
Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

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.