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  • 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...

  • 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...

  • 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...

  • 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...

  • What Thai clients think - Updated Tue October 22, 2013

    Local optimism about Thailand’s growth prospects has rebounded to early-2011 levels • Optimism about growth in the Mekong delta region is particularly strong • Europe dropped off the ‘areas of concern’ list, to be replaced by US and local concerns...

  • Asia Focus – Clearing skies - Updated Wed October 9, 2013

    We see growth improving across the region, despite recent financial-market distress. Fretting over the growth outlook because of portfolio outflows is missing the point, in our view. We think more optimism is in order, as simultaneous growth in majo...

  • What NE Asian clients think . . . - Updated Tue September 24, 2013

    • During our client trip we surveyed 450 investor and corporate clients in Seoul, Taipei and Hong Kong • There is more optimism now than was the case in Q1-2013, contradicting the idea of any panic or crisis • Mainland China’s growth is still the ...

  • Korea – 2013: The breakout year - Updated Thu September 5, 2013

    We believe external and domestic demand will boost growth in H2-2013 and 2014 • The recovery in consumer demand and facility investment should further support growth • We expect a BoK rate hike in H2-2014 • We revise down our USD-KRW forecast pr...

  • 28-Aug – The Asian ‘reality check’ - Updated Tue August 27, 2013

    Top 3 data/events • Philippines – GDP growth likely remained robust in Q2 • South Korea – Slight improvement in IP is expected • Italy – Improving sentiment despite political uncertainty • Market focus • Talk of Asia being in a 1997-98-style ...

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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.