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  • 14-Mar – Asian fixed income outperforms CEMEA’s - Updated Thu March 13, 2014

    Top 3 data/events • Singapore – February exports likely benefited from a low base • Philippines – Remittance growth likely remained buoyant in January • China – Growth moderated, but official data complicates the reading • Market focus • Indon...

  • 18-Feb – No change in the PBoC’s policy stance - Updated Mon February 17, 2014

    • Top 3 data/events • Malaysia – CPI inflation likely edged up further in January • UK – BoE minutes to echo Inflation Report as unemployment falls to 7% • South Africa – January CPI inflation a key focus • Market focus • Credit growth was...

  • 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....

  • 25-Oct – China’s tight liquidity likely to be short-lived - Updated Thu October 24, 2013

    Top 3 data/events • Taiwan – LEI index likely to suggest economy is gaining momentum • Mexico – Banxico expected to cut, BanRep to hold • US – Solid manufacturing PMI and aircraft orders signal rising DGO • Market focus • China money-market r...

  • 14-Oct – Growth is picking up in China - Updated Sun October 13, 2013

    Top 3 data/events • Philippines – Remittance growth remains on an uptrend • UK – Three-month fall in CPI will reassure BoE on its monetary policy • Germany – ZEW to show resilience in investor expectations • Market focus • GDP growth likely r...

  • 11-Oct – MAS expected to maintain the status quo - Updated Thu October 10, 2013

    Top 3 data/events • China – Data week for China, starting with inflation data on Monday • India – Lack of fresh price pressures should keep inflation steady • Euro area – IP in Germany and France could support the region • Market focus • We m...

  • 10-Oct – Value in vol - Updated Wed October 9, 2013

    Top 3 data/events • China – Trade outlook is still bright • India – August IIP expected to have remained positive • United States – Yellen appointed: Labour-market slack still her focus • Market focus • FX vols, both in G10 and EM, have yet t...

  • 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...

  • 09-Sep – Solid China data supports KRW Overweight - Updated Sun September 8, 2013

    Top 3 data/events • Philippines – High base effect probably weighed on exports in July • South Africa – Current account deficit likely widened • US – ‘Septapering’ still likely after August payroll data, but a close call • Market focus • Impro...

  • 06-Sep – UST: The baby and the bathwater - Updated Thu September 5, 2013

    Top 3 data/events • Taiwan – Export recovery continues on stable tech demand • China – Stable export growth, low inflation • Japan – Q2 GDP is likely to be revised up on better capex data • Market focus • Recent data supports our above-consens...

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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.