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  • US shocks – Quantifying the global impact - Updated Fri April 17, 2015

    • We model and assess the impact of US monetary policy shocks and US dollar strength on economies in Asia, Africa, the Middle East and Latin America. • The main shock absorbers are currencies rather than real economies, except in fixed-exchange-rat...

  • Asia economy trackers – Slight improvement vs Q4 - Updated Fri April 10, 2015

    Trackers signalling stronger Q1 GDP growth outnumber those signalling weaker growth • Trackers for China, Australia and Japan suggest a soft performance in Q1-2015 • Trackers for India, South Korea, Thailand and Hong Kong indicate stronger growth ...

  • Asia data previews – 3-10 April 2015 - Updated Fri April 3, 2015

    BoJ, RBA and RBI are likely to keep policy rates unchanged but ease further in Q2 • We also expect BoK to keep policy rates on hold for now and act on future data movements • China’s inflation and credit growth could ease, allowing room for furthe...

  • 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...

  • 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...

  • 24-Nov – CBN response is key to NGN stability - Updated Sun November 23, 2014

    Top 3 data/events • Singapore – Final Q3 GDP may be revised slightly higher • Philippines – Trade balance to remain neutral on subdued imports • Hong Kong – October exports to reflect lingering external headwinds • Market focus • CBN MPC meeti...

  • Asia data previews – 24-28 Nov - Updated Fri November 21, 2014

    BoJ minutes to shed light on recent surprise easing • We expect India’s Q2-FY15 GDP growth to slow versus Q1 • Taiwan IP should remain robust; Singapore and Korea IP may be more subdued...

  • 13-Nov – Paving the way for Stock Connect - Updated Wed November 12, 2014

    Top 3 data/events • Hong Kong – GDP growth likely rebounded after a weak Q2 • Malaysia – Manufacturing production likely supported overall IP • Euro area – Q3 GDP growth likely expanded 0.1% • Market focus • The relaxation of the daily convers...

  • Asia data previews – Week of 08-Nov - Updated Fri November 7, 2014

    We expect export, industrial production and fixed asset investment growth in China to have slightly eased from last month • We expect the BoK and BI to keep policy rates unchanged, • GDP growth in Malaysia was likely pulled back from robust level...

  • Asia data previews – Week of 01-Nov - Updated Fri October 31, 2014

    China’s manufacturing PMI likely remained flat amid weak domestic demand; we expect a 25bps deposit rate cut in Q4 • We expect RBA, BoT and BNM to keep policy rates unchanged in the week ahead; BoJ minutes may show some concern on inflation target ...

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