Choose the category below to
refine article list


Search Results

Results: 1 - 10 of 338 for 
 per page
Sort result by 
  • Philippines – What our clients think - Updated Mon March 30, 2015

    Our clients are optimistic – 78% expect better or similar growth prospects versus last year • They expect BSP to keep policy rates unchanged, versus our call of a rate hike in Q4-2015 • Only 13% expect a stronger PHP versus the USD (below 44.00) b...

  • Offshore Renminbi – Embracing reforms - Updated Mon March 9, 2015

    • RGI rose 2.3% m/m in January, the fastest gain in eight months; index shows steady momentum • We see upside risk to USD-CNY in the near term; band widening is unlikely until at least H2-2015 • Shanghai FTZ spearheads capital account liberalisati...

  • Malaysia – Fading growth momentum - Updated Tue February 24, 2015

    We expect Malaysia’s growth to slow to 5% in 2015 (2014: 6%) We factor in a potential slowdown, but 5% is still close to its long-term average growth rate We think the C/A will face headwinds; we expect a surplus of only 2.5% of GDP in 2015 (previ...

  • United States – The Fed and 2% inflation targeting - Updated Wed February 11, 2015

    A pick-up in core inflation from current low levels is key to the timing of the first rate hike, in our view • We still expect the first hike in September after core PCE inflation bottoms this summer • The Fed may be underestimating the pass-throu...

  • Philippines – GDP growth anchored by labour force - Updated Tue February 3, 2015

    • Private consumption is likely to anchor domestic growth amid external volatility • A lower unemployment rate and more full-time employment are likely to boost income and consumption • Trend growth could improve by 0.1ppt if 1ppt of those not in ...

  • United States – Still-firm growth, still-soft wages - Updated Fri January 30, 2015

    US ‘big picture’ remains unchanged: Activity is firm, but wage growth and inflation are lacklustre • This data will likely support the Fed’s wait-and-see stance; we see no rate hike before at least September • Q4 GDP details are unfavourable for Q...

  • 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 ...

  • EM-21 – Diverging FX reserves trends in Asia - Updated Tue January 20, 2015

    EM-21 reserves declined by USD 28bn in December, led by declines in Russia, Turkey and Malaysia • Asian central bank reserves increased by USD 10.3bn in December, the 10th consecutive monthly increase • In Asia, while reserves continued to climb...

  • India – Looking ahead to 2015 - Updated Mon January 12, 2015

    We expect a gradual GDP recovery in FY16; lower inflation to pave the way for 75bps of repo rate cuts • Any deviation from the stated fiscal consolidation path would pose a risk to our current forecasts • We expect most of the government’s recentl...

  • 08-Jan – ASEAN reforms as oil prices fall - Updated Wed January 7, 2015

    Top 3 data/events • Australia – External and retail trade likely contracted in November • Philippines – We expect good, but not great, export growth • Germany – Industrial production likely increased at a steady rate • Market focus • Indonesia...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.