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  • 29-Apr – Monetary policy or monetary politics? - Updated Sun April 28, 2013

    Top 3 data/events • South Korea – IP likely contracted for a third consecutive month • Taiwan – Q1 GDP likely to show expansion for the third straight quarter • Thailand – Stronger THB likely to have cut the current account surplus • Market foc...

  • 28-Mar – Come on, BoJ - Updated Wed March 27, 2013

    Top 3 data/events • Philippines – Fitch upgrades to investment grade • South Korea – We expect a modest rebound in February IP • Thailand – Current account likely deteriorated further • Market focus • We expect the BoJ to front-load open-ended...

  • 29-Nov-2012 – Increasing allocations to Asian bonds - Updated Wed November 28, 2012

    Top 3 data/events • India – Q2-FY13 GDP to reflect further slowdown • South Korea – Continued improvement in industrial production • Thailand – October data to highlight downside risks to growth • Market focus • Real money funds remain Overwei...

  • 30-Oct-12 – Taiwan Q3 GDP: Trick or treat - Updated Mon October 29, 2012

    Top 3 data/events • Euro area – Haunted by the spectre of another Greek debt restructuring • South Korea – Industrial production probably rebounded in September • Thailand – We expect an increase in the C/A surplus, benign inflation • Market f...

  • Local Markets Compendium 2013 - Updated Fri October 5, 2012

    Local-currency emerging bond markets have seen ever greater levels of foreign demand as global investors flee from the ongoing European sovereign crisis and continue to allocate to fixed income securities. From less than USD 150bn in March 2009, for...

  • 27-Sep-12 – The central bank battle in Latam FX - Updated Wed September 26, 2012

    Top 3 data/events • Japan – Economic recovery appears to be on hold for now • South Korea – Industrial production likely declined due to strike action • Thailand – Current account is likely to have stabilised • Market focus • QE3-driven capita...

  • 30-Aug-12 – Increasing growth risks for India - Updated Wed August 29, 2012

    Top 3 data/events • South Korea – Industrial production probably continued to fall • Thailand – Current account is likely to shift back into deficit • Japan – Deflation to pressure BoJ to expand APP further • Market focus • Weak Q1-FY13 GDP g...

  • 28-Jun-12 – Another summit, another disappointment - Updated Wed June 27, 2012

    Top 3 data/events • Japan – Industrial activity and inflation are slowing • South Korea – Modest decline in industrial production looks likely • Thailand – We expect May’s current account deficit to have widened • Market focus • EU Council sum...

  • 30-Apr-12 – Doctor copper’s troubling diagnosis - Updated Sun April 29, 2012

    THIS REPORT MAY NOT BE DISTRIBUTED INTO INDIA Top 3 key events and data • China – Treat PMI data with caution given slowing growth • South Korea – Weak trade flows and stable inflation expected • Thailand and Indonesia – Muted CPI inflation • M...

  • 27-Apr-12 – The canary in the coal mine - Updated Thu April 26, 2012

    Top 3 key events and data • Korea – Industrial production in negative territory • Taiwan – GDP growth to moderate in Q1 • US – Q1 GDP likely to disappoint Market focus • Australia’s money market is pricing in major RBA easing; a warning for the...

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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.