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  • 04-Aug – HKD in focus - Updated Sun August 3, 2014

    Top 3 data/events • G10 FX – Forecast changes to USD-CAD and USD-CHF • Australia – RBA will likely reiterate the need for a ‘period of stable rates’ • India – RBI likely to maintain its vigil on inflation • Market focus • We estimate capital i...

  • 29-Jul – FOMC unlikely to rock the summer boat - Updated Mon July 28, 2014

    Top 3 data/events • Japan – IP growth likely declined in June • Hong Kong – HKD likely to remain strong into year-end • Taiwan – Q2 GDP data likely to show a stronger recovery • Market focus • QE tapering remains on auto-pilot; FOMC statement ...

  • Hong Kong – SMEs expect a better Q3 - Updated Thu July 24, 2014

    • Our survey shows that SMEs expect improvements in hiring, sales, margins and the external outlook • Investment sentiment has weakened in most sectors, although the headline number remains above 50 • All three major industry sub-indices drop in...

  • 18-Jul – Indonesia: And now for the official results - Updated Thu July 17, 2014

    Top 3 data/events • Taiwan – Strong export orders data expected to boost confidence • Hong Kong – Inflation likely continued to ease… slowly • UST market – Focus returns to geopolitical risks • Market focus • Both candidates in Indonesia’...

  • HKD – Opportunities at the limit - Updated Fri July 11, 2014

    An increase in HKD demand towards mid-year pushed USD-HKD to the 7.75 Convertibility Undertaking HKMA operations to keep USD-HKD within the 7.75-7.85 band are part of the LERS’ normal operations The LERS remains well suited for Hong Kong and will ...

  • Close USD-CNY NDF long in CNH-CNY forward trade - Updated Thu July 10, 2014

    USD-CNY fix retreated by 0.3% in just two days amid China-USD SED talks and June trade data • USD-CNY NDF curve has extended steepening, with USD-CNH 6M NDF marginally higher than a week ago • Leveraged accounts long USD-CNY 6M NDFs vs. short USD-...

  • Offshore Renminbi – A summer lull for the RGI - Updated Mon July 7, 2014

    RGI uptrend slows as deposits and Dim Sum issuance face a summer lull • Recent wave of policy relaxation on- and offshore should continue to underpin structural momentum • Our recent Europe trip confirms strong corporate demand for Renminbi liquid...

  • Offshore RMB – A guide to Formosa investments [CORRECTION] - Updated Wed June 25, 2014

    • This supersedes the version dated 24 June 2014. Page 4, amends Figure 3. • Renminbi-denominated Formosa bonds issued in Taiwan are likely to gain greater momentum this year • A number of changes have been made to support investment by domestic...

  • Offshore RMB – A guide to Formosa investments - Updated Tue June 24, 2014

    • Renminbi-denominated Formosa bonds issued in Taiwan are likely to gain greater momentum this year • A number of changes have been made to support investment by domestic and international investors • We provide a guide to Formosa bonds, includi...

  • Asia – Three counter-attacks - Updated Tue June 17, 2014

    Asia’s leverage issues are confined to certain pockets and are not an across-the-board concern • Asia’s productivity performance has been solid across the board since 2000 • It is not an 'importless' recovery in the West – we expect external dem...

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27-May – BoC: A believer in better times...

Top 3 data/events • Philippines – GDP growth likely remained healthy in Q1 • Hong Kong – Still too early to confirm an export recovery • Euro area – Economic sentiment likely deteriorated • Market focus • At its 27 May meeting, we see the BoC maintaining its overnight lending rate at...

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.