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  • Offshore Renminbi – Another year of progress ahead - Updated Mon February 9, 2015

    • 2014 was another strong year for CNH market development, with the RGI rising 53% • We outline our top 10 calls for 2015 for the Renminbi and its internationalisation • Formosa bonds are set to receive more policy support; KRW-CNY direct trading ...

  • Vietnam – A story beyond oil - Updated Tue January 27, 2015

    We expect the oil-price decline to have little impact on Vietnam’s trade sector; inflation likely to stay low • The rise of higher-value-added industries should support Vietnam’s growth in the long run • We see further upside risks to USD-VND in ...

  • 12-Nov – China’s weak growth calls for more easing - Updated Tue November 11, 2014

    Top 3 data/events • Indonesia – We expect BI to keep rates unchanged in November • Japan – Machinery orders likely continued to grow m/m • South Korea – BoK likely to hold the base rate steady at its MPC meeting • Market focus • We expect Chi...

  • Taiwan – Things are looking up - Updated Fri April 18, 2014

    Latest Taiwan data shows growth momentum picking up and inflation edging higher The recent student protest is likely to have only a minimal impact on the near-term growth outlook Policy makers may consider shifting to a neutral monetary stance and...

  • Offshore RMB – A galloping year ahead for the RGI - Updated Fri February 7, 2014

    • RGI rose 5.9% m/m in December, bringing 2013 increase to 84%; deposit growth is the key driver • We expect RGI to reach 2,200 and Renminbi deposits in Hong Kong to reach CNY 1.15-1.20tn by end-2014 • Dim Sum bonds enjoy a strong start to 2014;...

  • 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....

  • Taiwan – On a stronger footing - Updated Tue October 22, 2013

    Recent data shows that Taiwan‟s economy is starting to regain momentum. We expect economic growth to return to the 3-4% range in H2-2013, after averaging only 2.1% in H1. The latest signs are encouraging. The recent uptick in key macro indicators fr...

  • Hong Kong – Fewer headwinds, more tailwinds - Updated Mon October 7, 2013

    Hong Kong has weathered plenty of external headwinds over the past quarter. They include China’s late-June liquidity squeeze, which exacerbated worries about its growth, and rising concerns about Fed tapering, which caused significant sell-offs in s...

  • Asia Focus - Clearing skies - Updated Mon October 7, 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 ma...

  • 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...

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