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  • 16-Apr – Food prices rise on weather and geopolitics - Updated Tue April 15, 2014

    Top 3 data/events • Singapore – NODX growth likely to have accelerated in March • Canada – Bank of Canada likely to keep policy rate unchanged • US – Spring recovery in housing may be gradual • Market focus • Weather risks and geopolitical con...

  • Q4 – A temporary delay - Updated Mon September 30, 2013

    Overview – The Fed’s surprise ‘no taper’ decision continues to dominate the market’s focus. While this should be supportive of risk appetite near-term, we see it as a temporary delay to the normalisation process and leave our UST forecasts unchanged...

  • Indonesia – A primer on the balance of payments - Updated Tue September 3, 2013

    • Although Indonesia’s economic fundamentals are still strong, its external exposures are rising • Balance-of-payments deterioration needs to be addressed with structural rather than ad-hoc measures • External debt has risen in recent years, but ...

  • Q3 – Managing volatility - Updated Tue July 16, 2013

    Overview – We remain long-term bulls as the ‘governing dynamics’ of the FX market remain USD-positive. In this environment, we strongly recommend that corporates focus on managing translation risk. For central banks, we recommend staying defensive, ...

  • 27-Mar – Month- and quarter-end FX rebalancing - Updated Tue March 26, 2013

    Top 3 data/events • China – USD selling still dominates in the onshore FX market • Taiwan – CBC to keep policy rate unchanged amid signs of a rebound • USDA report – Corn acreage to gain on firming prices throughout the 2012/13 season • Marke...

  • Q1 – Flows versus fundamentals - Updated Thu January 24, 2013

    Overview – The year ahead should see stronger growth, boosting higher-beta assets and currencies, but the path will not be linear. We expect volatility in H1 before a more self-sustaining recovery in H2. We recommend Asian exporters maintain neutral...

  • 02-Aug-12 – FOMC keeps options wide open [CORRECTION] - Updated Wed August 1, 2012

    This supersedes the version dated 02 August 2012. Amends key data/events today table. • Top 3 data/events • Grains – Market rallies on dry US weather • Euro area – Draghi could announce bond buying for Spain, Italy • United States – US ADP is...

  • Q3 – Catching the turn - Updated Wed July 11, 2012

    Overview • Macro outlook • FX outlook • Rates outlook • Commodities outlook • Corporate strategy • Central bank strategy...

  • 03-Jul-12 – Asian inflation remains benign for now - Updated Mon July 2, 2012

    Top 3 data/events • Malaysia – Trade growth likely was modest • UK – Services PMI to indicate still-weak underlying economy • US – Ugly ISM, but any QE talk is premature • Market focus • Asian central banks, except China and Vietnam, to mainta...



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16-Apr – Food prices rise on weather and...

Top 3 data/events • Singapore – NODX growth likely to have accelerated in March • Canada – Bank of Canada likely to keep policy rate unchanged • US – Spring recovery in housing may be gradual • Market focus • Weather risks and geopolitical concerns have lifted food prices • Inventories...

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.