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  • 31-Mar – Reserve Bank of India likely to stay on hold - Updated Sun March 30, 2014

    Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in in...

  • 27-Feb – The hidden North Asia risk story - Updated Wed February 26, 2014

    Top 3 data/events • South Korea – IP likely fell on adverse base effect and external factors • India – Yet another quarter of weak economic activity • US – Durable goods orders: More than the weather • Market focus • Authorities’ desire to di...

  • 28-Nov – Adjusting our USD-Latam forecasts - Updated Wed November 27, 2013

    Top 3 data/events • India – Q2-FY14 GDP expected to edge up • South Korea – IP likely rebounded on export growth • Euro area – Persistent low inflation ahead of December’s ECB meeting • Market focus • Broad USD strength in H1-2014 is a core th...

  • 28-Oct – India: RBI – Sequencing the exit - Updated Sun October 27, 2013

    Top 3 data/events • Japan – Rising retail sales and hiring indicate growing confidence • South Korea – Industrial production likely contracted in September • US – Pending homes sales likely slowed, but IP probably increased • Market focus • Hi...

  • Asia Focus – Clearing skies - Updated Wed October 9, 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 majo...

  • 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...

  • 29-May – Crunch time for the INR - Updated Tue May 28, 2013

    Top 3 data/events • Philippines – Strong Q1 performance likely led by domestic growth • South Korea – IP likely showed a technical rebound in April • Euro area – Surveys likely to show improving sentiment • Market focus • We forecast India’s ...

  • 27-Feb-13 – Opportunities in cheap AXJ gamma - Updated Tue February 26, 2013

    Top 3 data/events • India – FY14 budget is expected to focus on fiscal consolidation • South Korea – IP likely contracted on a m/m basis • Japan – Industrial production likely showed m/m growth again • Market focus • Italian election results,...

  • 13-Feb-13 – Trading like it was 1995? - Updated Tue February 12, 2013

    Top 3 data/events • South Korea – BoK is likely to be on hold in February • Japan – BoJ likely to stay on hold; we expect mild Q4 GDP growth • India – January WPI probably dipped below 7% • Market focus • We compare the ‘governing dynamics’ of...

  • 10-Jan-13 – USD slides in CNY forwards - Updated Wed January 9, 2013

    Top 3 data/events • China – CPI inflation set to pick up • South Korea – BoK is likely to cut rates in February, not January • India – Sharp drop in November IIP expected • Market focus • CNY upside surprises at the PBoC fix have been building...



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Trade idea

31-Mar – Reserve Bank of India likely to...

Top 3 data/events • China – PMI may show further moderation • South Korea – CPI inflation expected to be benign, even with recovery • Australia – RBA likely to maintain a ‘period of stability’ in rates • Market focus • Sharp correction in inflation is likely to keep the RBI on hold on...

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.