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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...

  • Japan – 2014: Reflation and reform - Updated Tue February 11, 2014

    • We expect the economy to gradually recover after the sales tax hike in 2014 • But the BoJ could ease even more in H2 should growth disappoint; this is not our core scenario • Sustaining reflation and reform implementation are the two big themes ...

  • Indonesia - What Indonesian clients think . . . - Updated Mon February 3, 2014

    • Our Indonesian clients are slightly more optimistic this year on business prospects • Our survey results suggest that sustaining revenue growth remains the key challenge • Indonesian clients are bearish on their local currency vs. USD in 2014,...

  • Singapore – What Singapore corporates think . . . - Updated Wed January 29, 2014

    • Fewer corporates expect growth to accelerate in 2014 from the pace seen in 2013 • Sustaining revenue growth is corporates’ main concern, far outweighing worries over rising costs • Corporates are bearish on the SGD vs. USD; looking to partly hed...

  • Malaysia - Less dovish, more neutral BNM - Updated Wed January 29, 2014

    • BNM kept policy rates unchanged at 3%, sounding less dovish than previously • BNM is less worried about external growth risks and seems sanguine about subsidy rationalisation • We expect a 25bps hike in Q4-2014, as externally driven growth count...

  • What Korean clients think … - Updated Thu January 23, 2014

    • Korean corporates are more optimistic about 2014 than they were about 2013 • But concerns about risks from domestic economy outweigh those about risks from external environment • Revenue growth remains their biggest concern, and managing costs ...

  • 23-Jan – Trip notes from Japan - Updated Wed January 22, 2014

    Top 3 data/events • Singapore – Upside to IP expected to be muted • Vietnam – Jan inflation likely edged higher, but still controllable • US – Existing home sales were likely up slightly in December • Market focus • Japanese clients are positi...

  • Introducing the Standard Chartered Trade Barometer - Updated Tue January 14, 2014

    • We introduce the SCTB for Singapore in this report • It is a one-quarter leading indicator of Singapore’s export performance and uses public and our data • At 57.0, the Singapore SCTB signals a further expansion in exports in Q1-2014 after a pos...

  • Malaysia – What Malaysian corporates think - Updated Mon January 13, 2014

    • The optimists still outnumber the pessimists in Malaysia, but are fewer than in 2013 • ‘Managing costs’ is the number one challenge, according to our survey • Malaysian clients are bearish on the MYR and plan to partially hedge 2014 FX exposure...

  • Global Research: Top Weekly Reads (06 - 12 December 2013) - Updated Fri December 13, 2013

    The following reports received the most reads from external clients, as per anonymous readership data, for the period from 06 to 12 December 2013. They are listed in descending order of most reads: • Asia Credit Compendium 2014 • Year Ahead 2014 –...

  • South Korea – On track for stronger growth in 2014 - Updated Tue November 12, 2013

    Q3 GDP growth was above expectations, adding to confidence about stronger growth in 2014 • We expect 2.7% GDP growth in 2013, owing to less government support in Q4 • We lower our headline CPI inflation forecasts for 2013 and 2014, due to recent ...



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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.