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  • 30-Jul – China eases more - Updated Tue July 29, 2014

    Top 3 data/events • Thailand – Current account was likely in surplus in June • Philippines – We expect BSP to hike policy rates on 31 July • Euro area – CPI likely to slow, unemployment to stay unchanged • Market focus • Growing evidence that...

  • 24-Jul – The new safe havens: Aussie and kiwi - Updated Wed July 23, 2014

    Top 3 data/events • China – The start of QE? • Japan – June core inflation likely dipped slightly • Singapore – Industrial production likely rebounded in June • Market focus • AUD and NZD return dynamics have improved due to BoP flow chan...

  • 15-Jul – What lurks beneath in China - Updated Mon July 14, 2014

    Top 3 data/events • Malaysia – Inflation likely remained stable in June • India – The SIGMA signal turns bullish for duration in July • Chile – Time to cut • Market focus • With housing in recession and credit growth slowing, China’s recovery ...

  • 18-Nov – The Plenum delivered! - Updated Sun November 17, 2013

    Top 3 data/events • Australia – RBA minutes to reflect its cautious view • Turkey – CBRT set to leave its policy rate on hold at 4.5% • Ghana – Pace of fiscal consolidation will be closely watched • Market focus • China rolls out biggest econo...

  • The Renminbi’s 2020 odyssey - Updated Mon November 4, 2013

    In this issue of The Renminbi Insider, we look ahead to 2020 and explain the currency’s likely odyssey across the trade, FX and the rates space. We expect 28% of China’s international trade to be denominated in Renminbi by 2020, some USD 3tn a year....

  • 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...

  • Offshore Renminbi – Taiwan joins the RGI - Updated Mon September 9, 2013

    We add Taiwan to our RGI, in recognition of its rapid emergence as a key offshore Renminbi centre • Taiwan has plenty of room to grow, building on its early success in Renminbi deposit accumulation • Our RGI hit 1,112 in July, up 65% y/y, reflect...

  • China – Lowering our 2013-14 CPI inflation forecasts - Updated Wed August 21, 2013

    • We revise down our CPI inflation forecasts to 2.5% for 2013 (from 2.8%), and to 3% for 2014 (from 4.1%) • We expect no change in the benchmark interest rate before end-2014 • We expect the benign inflation environment to allow for further inter...

  • 16-Jul – China is still slowing - Updated Mon July 15, 2013

    Top 3 data/events • Japan – June minutes to shed more light on the board’s policy stance • Malaysia – Inflation to rise but remain at modest levels • UK – BoE minutes will throw more light on ‘forward guidance’ • Market focus • We revise down...

  • 11-Jul – China slowing overshadows AXJ FX - Updated Wed July 10, 2013

    Top 3 data/events • India – Higher CPI, weaker IIP probably weighed on sentiment • Japan – BoJ likely to lift economic assessment, partly on improving IP • Euro area – Industrial production likely to have fallen in May • Market focus • China’s...

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