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  • 28 Jan – Meanwhile, the Fed tapers - Updated Mon January 27, 2014

    Top 3 data/events Malaysia – BNM likely to keep rates on hold, remain cautious on growth • South Korea – IP likely rose modestly, despite the rail strike • Turkey – CBRT calls an emergency meeting Market focus • We do not think current market ...

  • 27-Jan – China risks to weigh on AXJ local markets - Updated Sun January 26, 2014

    Top 3 data/events • Taiwan – Growth likely picked up in Q4-2013 • UK – Preliminary estimate of Q4 GDP to show sturdy momentum • United States – Corporate investment likely supported Q4 GDP growth • Market focus • Limited contagion risk to Asia...

  • SCTF – Bearish flow signal on KRW, bullish on TWD - Updated Thu January 16, 2014

    In December, our clients were large USD sellers vs. INR and KRW; large USD buyers vs. IDR, HKD, PHP • Our custodian clients were sellers of USD vs. INR and KRW; buyers of USD vs. PHP, HKD, IDR and THB • Short USD positioning is large vs. KRW, INR ...

  • Asian FX PCA – RV in focus on mixed global IP cycle - Updated Tue January 14, 2014

    We update our PCA for AXJ currencies; rise in US IP cycle is countered by the fall in China’s IP cycle • Indonesia’s exports and trade balance have improved substantially, in contrast with recent IDR sell-off • Widening MYR-USD rates spread shoul...

  • SGD-MYR to fall on growth, rate spreads, valuations - Updated Thu January 9, 2014

    Malaysia’s exports and trade balance have turned a corner; Singapore’s manufacturing PMI is faltering • SGD NEER is in the strong half of band; MYR-USD rates spread should provide some support for MYR • Bond investors should raise FX hedge ratios ...

  • 08-Jan – Thailand’s prolonged political vacuum [CORRECTION] - Updated Wed January 8, 2014

    Top 3 data/events • China – Inflation likely remained benign in December • Indonesia – BI expected to keep rates unchanged • Europe – ECB and BoE likely to keep policy on hold • Market focus • Several event risks could disrupt the election, le...

  • 06-Jan – Bearish SEA, bullish NEA - Updated Sun January 5, 2014

    Top 3 data/events • Taiwan – Latest export sales data likely to boost producers’ confidence • Australia – Trade balance expected to be in deficit for 23rd month • India – The SIGMA signal turns bullish for duration in January • Market focus • ...

  • SCTF – Bearish flow signal for USD-MYR - Updated Fri December 13, 2013

    In November, our clients were large USD sellers vs. KRW and INR; large USD buyers vs. CNH and THB • Our custodian clients were sellers of USD vs. KRW and PHP; buyers of USD vs. TWD, HKD and IDR • Short USD positioning is large vs. PHP, KRW and TWD...

  • 13-Dec – Top rates trades for 2014 - Updated Thu December 12, 2013

    Top 3 data/events • China – CNH drops to a discount to CNY onshore • Japan – Q4 Tankan survey to show large manufacturers are upbeat • Philippines – Remittance growth likely slowed on base effects • Market focus • Our total-returns analysis ...

  • FX strategy 2014: Dollar, disinflation and divergence - Updated Tue December 10, 2013

    We expect further USD strength in H1-2014, with EM currencies still facing near-term challenges • Five FX themes for 2014: taper tantrums, rebalancing, valuation, policy divergence and value in volatility • EM currencies should see a better 2014 o...



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