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  • Asia data previews – 27 Mar-3 Apr 2015 - Updated Fri March 27, 2015

    We expect mixed industrial production data for Japan, South Korea and Vietnam • CPI inflation in South Korea, Indonesia and Thailand likely remained low amid low global inflation • Manufacturing PMI likely improved slightly in China, stayed in con...

  • 17-Mar – Further SSA currency weakness likely - Updated Mon March 16, 2015

    Top 3 data/events • Japan – Trade data likely disappointed in February • Malaysia – We expect inflation to have slowed further in February • UK – We expect unanimous MPC and robust labour-market data • Market focus • USD-NGN is likely to adjus...

  • Malaysia – A pause means a lot - Updated Mon March 16, 2015

    We present takeaways from BNM’s annual report briefing and our meetings with local investors • We think a policy rate move is unlikely in the near term, although we do not rule it out completely • Positive onshore sentiment towards the rates mark...

  • Asia data previews – 13-20 March 2015 - Updated Fri March 13, 2015

    • We think BI will maintain an easing bias amid low inflation and global central bank easing • Singapore’s February NODX was likely affected by Lunar New Year data distortions • We expect a BoJ move in April not March ...

  • Singapore – We expect another MAS move in April - Updated Wed March 11, 2015

    We expect the MAS to follow up on January’s surprise easing by re-centring the band 2% lower • We examine what we think are the six most plausible MAS decision scenarios • FX: Maintain Underweight FX weighting on the SGD; remain short SGD-THB v...

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

    China’s growth indices likely to continue the downtrend; deflationary pressures are rising • India’s CPI inflation likely stayed benign in February, fuelling expectations of more rate cuts • We expect the RBNZ, BoK and BoT to keep policy rates on ...

  • 05-Mar – US focus: From payrolls to pay rise - Updated Wed March 4, 2015

    Top 3 data/events • Taiwan – Elevated TWD NEER to weigh on the TWD • South Korea – We expect a BoK rate cut in Q2-2015 • Malaysia – Exports likely slowed in January • Market focus • We see NFPs at 230,000 from 257,000 and unemployment at 5.6% ...

  • 04-Mar – BNM policy stance supports receiving rates - Updated Tue March 3, 2015

    Top 3 data/events • Australia – Retail and external trade likely contracted in October • UK – Bank of England will likely keep interest rates unchanged • Euro area – ECB will likely revise growth up and inflation down • Market focus • BNM is l...

  • 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...



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17-Mar – Further SSA currency weakness likely

Top 3 data/events • Japan – Trade data likely disappointed in February • Malaysia – We expect inflation to have slowed further in February • UK – We expect unanimous MPC and robust labour-market data • Market focus • USD-NGN is likely to adjust to a higher equilibrium later this...

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