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  • Asia data previews – 05-12 Dec - Updated Fri December 5, 2014

    • China is due to hold its Annual Central Economic Work Conference from 9-12 December • Central banks of Indonesia, Korea, Philippines and New Zealand are expected to keep rates on hold • We expect slower industrial production growth in China, Ind...

  • 12-Nov – China’s weak growth calls for more easing - Updated Tue November 11, 2014

    Top 3 data/events • Indonesia – We expect BI to keep rates unchanged in November • Japan – Machinery orders likely continued to grow m/m • South Korea – BoK likely to hold the base rate steady at its MPC meeting • Market focus • We expect Chi...

  • 06-Oct – BoJ: How long is ‘about two years’? - Updated Sun October 5, 2014

    Top 3 data/events • Australia – RBA likely to reiterate a ‘period of stability in interest rates’ • Indonesia – BI likely to keep rates unchanged in October • Taiwan – Inflation likely eased and exports gained on global demand • Market focus ...

  • 02-Oct – Brazil: The irrepressible Dilma - Updated Wed October 1, 2014

    Top 3 data/events • Indonesia – New parliament members inaugurated • Japan – Q3 Tankan survey results will likely reduce pressure on BoJ • UK – We expect UK composite PMI to decrease • Market focus • First-round voting on 5 October may not pr...

  • 08-Jul – Countdown to Indonesia’s election - Updated Mon July 7, 2014

    Top 3 data/events • Australia – Participation rate likely fell to 64.5%, unemployment at 5.8% • Japan – Machinery orders likely rebounded; CGPI remained stable • US – June FOMC minutes: The Fed seems in no rush to change course • Market focu...

  • 30-Jun – AUD: Carry’d away - Updated Sun June 29, 2014

    Top 3 data/events • China – June PMI likely to improve marginally • Indonesia – Inflation likely slowed in June • Japan – Tankan likely to show a moderate decline in sentiment in Q2 • Market focus • We expect the RBA to keep the cash rate on h...

  • 24-Jun – Japan is making some progress on reform - Updated Mon June 23, 2014

    Top 3 data/events • High crude oil prices pose a risk to our IDR bond and IGB outlooks • Vietnam – Q2 GDP likely accelerated slightly • US – New-home sales likely edged lower; home prices continued to rise • Market focus • The updated growth ...

  • 07-Apr – One-year review of the BoJ’s QQE - Updated Sun April 6, 2014

    Top 3 data/events • Indonesia – We expect BI to keep rates unchanged in April • Korea and Taiwan – Rebound in equity inflows spurs FX rally • UK – Strong manufacturing activity supports industrial production • Market focus • We expect the BoJ...

  • 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...

  • Asia leverage uncovered - Updated Mon July 1, 2013

    The following is a joint research report from the Equity and Regional Research teams. Two versions of the report are available; the Equity Research version includes additional company-specific content. • Unprecedented approach to systemic credit r...



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