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  • Asia – 2014: A milestone year - Updated Tue April 8, 2014

    • We expect faster growth in most Asian economies in 2014 • Inflation pressure is manageable for now • Export growth should pick up and boost current accounts ...

  • Global Focus conference call – The world in transition - Updated Sun March 30, 2014

    • You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: • Marios Maratheftis, Global Head, Macro Research • David Mann, Regional Head of Research, Asia • Daniel Tenengauzer, Regional Head of Re...

  • Global Focus – The world in transition - Updated Fri March 28, 2014

    • Please note corrected time • You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: • Marios Maratheftis, Global Head, Macro Research • David Mann, Regional Head of Research, Asia • Daniel Te...

  • Global Focus – The world in transition - Updated Thu March 27, 2014

    • You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: • Marios Maratheftis, Global Head, Macro Research • David Mann, Regional Head of Research, Asia • Daniel Tenengauzer, Regional Head of Resea...

  • US macro and rates update - Updated Mon March 10, 2014

    • Recent US data flow has been uneven; harsh weather conditions have muddied the data picture. • But the Fed is looking beyond the snowstorms and seems determined to end its quantitative easing programme. • Continued reductions of USD 10bn at ea...

  • Korea – The new BoK governor - Updated Fri March 7, 2014

    President Park chose a technocratic BoK insider as the next governor, against market expectations • Ju-yeol Lee is a moderate in terms of monetary policy; interest-rate cuts are unlikely in the near term • We expect the BoK keep the base rate stea...

  • Asia – Leverage uncovered: An update - Updated Thu March 6, 2014

    China remains the top country of concern in the region on most credit metrics • Corporate-sector leverage has moved up on our list of concerns across the region • Singapore’s corporate-sector debt metrics have worsened, on average, driven by the l...

  • 25-Feb – Singapore investor roundtable: Optimistic bears - Updated Mon February 24, 2014

    Top 3 data/events • Singapore – January industrial production likely softer • Hong Kong – Scaling back one-off fiscal concessions • South Africa – Fiscal consolidation in an election year • Market focus • We held a Singapore investor roundtabl...

  • Philippines – What Philippine clients think . . . - Updated Thu February 20, 2014

    Optimism about the Philippine economy remains strong, while USD-PHP expectations are more divided • Most of our respondents expect inflation to rise but remain within the central bank’s target zone in 2014 • The economy saw positive developments –...

  • South Korea – Macro data supports the recovery story - Updated Mon February 17, 2014

    Positive sentiment is being challenged by shaky market conditions • Macro leading indicators continue to support the recovery story • We do not share concerns about Korea facing deflation; BoK likely to be on hold until Q3...



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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.