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  • 13-Mar – IDR and THB rallies to stall near-term - Updated Wed March 12, 2014

    Top 3 data/events • Japan – BoJ minutes to shed more light on future policy stance • India – February WPI likely slipped below 5% • US – Retail sales likely picked up mildly as the weather improved • Market focus • We believe the IDR and TH...

  • 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 • ...

  • 13-Nov – How vulnerable are AXJ bond-currencies? - Updated Tue November 12, 2013

    Top 3 data/events • India – October WPI inflation to rise once again • Japan – Widening trade deficit likely weighed on Q3 GDP • Euro area – Q3 GDP likely barely sustained positive growth • Market focus • C/A deficit/bond-driven AXJ currencies ...

  • 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...

  • 20-Aug – Thailand enters a technical recession - Updated Mon August 19, 2013

    Top 3 data/events • India – GoISec yields touch five-year highs • Malaysia – Economic growth likely picked up in Q2 • US – FOMC minutes to shed more light on September QE tapering • Market focus • Thailand’s Q2 GDP contracted by 0.3% q/q, regi...

  • 14-Jun – Surprise BI rate hike - Updated Thu June 13, 2013

    Top 3 data/events • Philippines – Remittance inflows likely rebounded after a weak March • Singapore – Export performance expected to have remained lacklustre • India – Wide trade deficit and weaker INR represent risks to our rate-cut call • M...

  • 08-Jan-13 – The pulse of Asia - Updated Mon January 7, 2013

    Top 3 data/events • Thailand – BoT will probably keep policy rates on hold • Malaysia – Rebound in trade activity is likely • Asia – Robust inflows into selected bond markets; stay long INR bonds • Market focus • The Asia macro picture sugges...

  • 04-Jan-13 – Building case for AXJ rotation - Updated Thu January 3, 2013

    Top 3 data/events • Nigeria – Long NGN 5Y trade target revised to 11% • Taiwan – Inflation expected to pick up, exports to continue to improve • Commodities – Rising speculative positions on Brent and gasoil • Market focus • Case for AXJ rotat...

  • 15-Nov-12– AXJ FX rally supports bond inflows - Updated Wed November 14, 2012

    Top 3 data/events • Singapore – Export outlook is likely to remain murky • Malaysia – GDP growth was likely supported by the services sector • US – Energy-price drop probably tempered inflation in October • Market focus • Foreign inflows to A...

  • 24-Apr-12 – Asian exports decelerate - Updated Mon April 23, 2012

    Top 3 key events and data • Euro area – Focus on debt auctions in Spain and Italy • UK – GDP data to show the economy avoided another negative quarter in Q1-2012 • US – Housing market remains uninspiring Market focus • China’s slowdown to weigh...



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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.