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  • Asia data previews – 27 Feb – 6 Mar 2015 - Updated Fri February 27, 2015

    • We expect the RBA and BNM to keep policy rates on hold; RBA may be a close call • Indonesia, Thailand, South Korea and the Philippines to release inflation data, with differing expectations • We see still-weak export growth in South Korea and Ma...

  • Malaysia – Fading growth momentum - Updated Tue February 24, 2015

    We expect Malaysia’s growth to slow to 5% in 2015 (2014: 6%) We factor in a potential slowdown, but 5% is still close to its long-term average growth rate We think the C/A will face headwinds; we expect a surplus of only 2.5% of GDP in 2015 (previ...

  • Singapore – Budget for the future - Updated Mon February 23, 2015

    • The FY15 budget focuses on long-term economic development and strengthening social support • New initiatives such as SkillsFuture aim to deepen and broaden the labour-force’s skill set • The budget increases personal tax rates for high-income ...

  • Asia data previews – 20-27 February 2015 - Updated Thu February 19, 2015

    Low energy prices likely pushed inflation lower in Hong Kong, Japan; deflation to persist in Singapore • We expect Hong Kong’s Q4 GDP growth to have slowed, Japan’s January data to show a recovery • Taiwan, Thailand current account surpluses likel...

  • 10-Feb – BSP is in no rush to change policy stance - Updated Mon February 9, 2015

    Top 3 data/events • Malaysia – We expect Q4 GDP to have slowed versus previous quarters • Singapore – Take profit on pay 2Y IRS vs 2Y SGS • Australia – We expect muted job creation for January • Market focus • We expect the BSP to keep its pol...

  • 09-Feb – Euro area is turning the corner - Updated Sun February 8, 2015

    Top 3 data/events • China – Deflationary pressure justifies a looser policy stance • Philippines – Export growth likely remained robust in December • Malaysia – Industrial production likely slowed further in December 2014 • Market focus • Th...

  • Asia macro trackers – Room for monetary easing - Updated Fri February 6, 2015

    • The Philippines emerges as the best performer in Asia in Q4-2014 • Thailand’s growth tracker signals a pick-up in GDP from very soft levels; Indonesia’s GDP remains soft • Current account trackers are stronger than before ...

  • Asia data previews – 6-13 February 2015 - Updated Fri February 6, 2015

    Lunar New Year holiday distortion likely to support China’s January export data • We expect more uncertainty than usual for India’s GDP following changes in how it is measured • The Philippines’ central bank (BSP) is likely to leave policy unchang...

  • Vietnam – What Vietnamese clients think - Updated Thu February 5, 2015

    Our Vietnam-based clients are the most bullish in the region, according to our poll • They are most concerned about the local economy, followed by the EU and China • The majority see upside risks to USD-VND in 2015, in line with our view...

  • Indonesia – What Indonesian clients think - Updated Tue February 3, 2015

    • Our Indonesian clients are more optimistic about business prospects this year than in 2014 • Clients are more concerned about the domestic economy than other economies • Most clients expect Bank Indonesia to either maintain or hike the BI rate i...



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10-Feb – BSP is in no rush to change...

Top 3 data/events • Malaysia – We expect Q4 GDP to have slowed versus previous quarters • Singapore – Take profit on pay 2Y IRS vs 2Y SGS • Australia – We expect muted job creation for January • Market focus • We expect the BSP to keep its policy rates unchanged on 12...

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