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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...



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