Choose the category below to
refine article list
Trade Ideas


Search Results

Results: 61 - 70 of 105 for 
 per page
Sort result by 
  • Offshore Renminbi: Pay 2Y USD-CNH CCS - Updated Fri February 28, 2014

    USD-CNH CCS rates have declined by 23-35bps in the past month to their lowest levels since Nov-11 • This is due to flush CNH liquidity, previous swap-based bond issuance, and a decline in DF points • CCS rates have likely bottomed: swap issuance i...

  • Hong Kong – Older, wiser, stronger - Updated Thu February 27, 2014

    The population in Hong Kong is ageing; it needs wiser fiscal policy long-term to avoid a structural deficit • FY15 budget is a good start, and a stronger economy means a healthy fiscal position in the coming years • The property-market price cor...

  • 25-Feb – Singapore investor roundtable: Optimistic bears - Updated Mon February 24, 2014

    Top 3 data/events • Singapore – January industrial production likely softer • Hong Kong – Scaling back one-off fiscal concessions • South Africa – Fiscal consolidation in an election year • Market focus • We held a Singapore investor roundtabl...

  • 24-Feb – Brazil: The BCB’s juggling act - Updated Sun February 23, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened on stronger import growth • Hong Kong – Export data was likely distorted by Lunar New Year • Vietnam – February data expected to be distorted by Lunar New Year • Market focus • We...

  • 20-Feb – Fed QE taper on auto pilot - Updated Wed February 19, 2014

    Top 3 data/events • Hong Kong – Steady inflation continues • Brazil – All eyes on January’s balance of payments data • Chile – What lies beneath • Market focus • January’s minutes show that the bar to pause Fed QE tapering remains very high ...

  • Offshore Renminbi bonds – Outlook for 2014 - Updated Wed February 5, 2014

    We like Dim Sum bonds for their defensive nature; they offer solid returns with relatively low volatility • Returns likely to exceed 5% for overall market and 3% for CGBs, mainly from interest accrual and FX • Bond yields have likely bottomed; we...

  • Hong Kong – SME sentiment is turning positive - Updated Fri January 17, 2014

    SME sentiment towards Q1-2014 improved to positive from neutral; all main sub-components reached new highs • Profit-margin expectation is now back at c.50.0; better sales allow the SMEs to pass on higher costs • The manufacturing sector’s strong p...

  • 17-Jan – China’s Q4 GDP was likely solid - Updated Thu January 16, 2014

    Top 3 data/events • Taiwan – Lunar New Year demand likely supported export orders • Hong Kong – Jobless rate expected to stay low for longer • United Kingdom – December retail sales likely to nudge upwards • Market focus • We forecast China’s...

  • 14-Jan – Raising PHP to medium-term Overweight - Updated Mon January 13, 2014

    Top 3 data/events • Hong Kong – Policy address to focus on tackling poverty • India – December WPI expected to show an improvement • United States – Retail sales data likely moderated in December • Market focus • Upcoming Philippine remittanc...

  • A new normal in Hong Kong FX options - Updated Mon January 6, 2014

    • The seasonal upturn in Hong Kong FX options is having a bigger impact on the CNH than on the HKD • The USD-CNH implied volatility decline comes amid rising realised volatility and policy uncertainty • Leveraged accounts should buy USD-CNH option...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

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...

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.