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  • 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 – 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 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...

  • Japan – Reform mandate in place - Updated Mon July 22, 2013

    The ruling LDP coalition wins a majority at the election and gains control of both houses of the Diet • The government’s top priority of boosting growth now heads the reform agenda • FX: We expect the USD-JPY and JPY crosses to remain in a range n...

  • United States – We expect OT2 not QE3 - Updated Mon June 18, 2012

    We expect an extension of Operation Twist, but the threshold for QE3 has not been crossed • Growth is not slow enough and core inflation is not low enough • We remain neutral duration on UST ahead of the FOMC meeting • Extending Operation Twist i...

  • 14-June-12 – Relative value in Asian local markets - Updated Wed June 13, 2012

    Top 3 data/events • Japan – No expected change in BoJ’s policy rate and asset purchases • Philippines – April should show healthy growth in remittances • United States – Headline weakness takes time to hit the core • Market focus • Investors s...

  • 13-June-12 – Firmer ground for the RBI to cut rates - Updated Tue June 12, 2012

    Top 3 data/events • Philippines – BSP is likely to keep rates on hold for the remainder of 2012 • Euro area – Chancellor Merkel to outline her stance ahead of the G20 meeting • US – We forecast weaker-than-consensus May retail sales • Market foc...

  • 12-June-12 – Spectre of 17 June casts its shadow - Updated Mon June 11, 2012

    Top 3 data/events • Thailand – BoT to keep interest rates on hold • Ghana – BoG expected to hike another 100bps • United States – Small business to be range-bound in 2012 • Market focus • The Greek elections on 17 June continue to pose a threa...

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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.