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  • Asia data previews – 27 Feb – 6 Mar 2015 - Updated Fri February 27, 2015

    • We expect the RBA and BNM to keep policy rates on hold; RBA may be a close call • Indonesia, Thailand, South Korea and the Philippines to release inflation data, with differing expectations • We see still-weak export growth in South Korea and Ma...

  • Asia – What Asian clients think - Updated Thu February 26, 2015

    • We bring together the results of all our client surveys in Q1-2015 on growth, risks and FX views • Vietnam has the largest share of optimists on growth, while Malaysia has the most pessimists • Asian clients are more bearish on their currencies ...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...

  • Asia data previews – 20-27 February 2015 - Updated Thu February 19, 2015

    Low energy prices likely pushed inflation lower in Hong Kong, Japan; deflation to persist in Singapore • We expect Hong Kong’s Q4 GDP growth to have slowed, Japan’s January data to show a recovery • Taiwan, Thailand current account surpluses likel...

  • Offshore Renminbi – Another year of progress ahead - Updated Mon February 9, 2015

    • 2014 was another strong year for CNH market development, with the RGI rising 53% • We outline our top 10 calls for 2015 for the Renminbi and its internationalisation • Formosa bonds are set to receive more policy support; KRW-CNY direct trading ...

  • Offshore Renminbi market – Outlook for 2015 - Updated Mon January 26, 2015

    • We expect total CNH assets to exceed CNY 3tn and 10 more clearing banks to be appointed this year • Bond yields and CCS are likely to rise further in Q1 on tight liquidity and heavy redemptions • We expect rates to decline in Q2 and end 2015...

  • 23-Jan – The ECB’s excellent QE adventure - Updated Thu January 22, 2015

    Top 3 data/events • Hong Kong – Exports on track for modest recovery • Singapore – IP likely to have contracted in December • United Kingdom – GDP likely rose 0.7% q/q in Q4 • Market focus • The ECB will buy sovereign bonds from March in an ex...

  • 21-Jan – ECB QE: Questions and answers - Updated Tue January 20, 2015

    Top 3 data/events • Hong Kong – Inflation should have stayed elevated in December • Brazil – BCB is in tightening mode • Canada – Falling oil prices to cast a dovish shadow over BoC meeting • Market focus • A sovereign QE announcement looks l...

  • Hong Kong – SME sentiment rebounds entering 2015 - Updated Tue January 20, 2015

    Our survey shows that SMEs turned neutral on Q1-2015, following excessive pessimism for Q4-2014 • Sales, profit margin and economic outlook are still below Q3-2014 levels • Wage pressure is set to get a seasonal boost; more than 35% of respondent...

  • Asian rates 2015 – Cherry-picking Asian markets - Updated Tue January 13, 2015

    • Asian local-currency bond markets to benefit from low inflation and lower-for-longer DM bond yields • We expect local central banks to stay dovish in H1 before showing some divergence in H2 • Demand/supply dynamics are neutral to positive, exc...



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25-Feb – CNY’s sheepish start to the Year...

Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX market reopens amid sustained onshore demand for...

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