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  • 16-Nov-12 – China and ‘jiefang sixiang’ - Updated Thu November 15, 2012

    Top 3 data/events • Thailand – GDP growth is likely to have decelerated in Q3 • Japan – The ruling DPJ calls a snap election in December • CNH – The bigger the better • Market focus • China’s new generation of top leaders takes the stage • W...

  • CNH – Introducing the Renminbi Globalisation Index - Updated Wed November 14, 2012

    We launch the Standard Chartered RGI, which tracks the Renminbi’s level of globalisation • We also introduce our Offshore Renminbi Corporate Survey of local and global corporates • As the CNY heads towards global reserve currency status, its broad...

  • 25-Oct-12 – HKD and distant echoes of the FOMC - Updated Wed October 24, 2012

    Top 3 data/events • Japan – Overcoming deflation is a tough challenge for the BoJ • South Korea – GDP growth likely continued to weaken in Q3 • Taiwan – Leading indicators index likely saw a modest recovery • Market focus • HKMA intervention a...

  • 23-Oct-12 – Trip notes from our US investor roadshow - Updated Mon October 22, 2012

    Top 3 data/events • Australia – Inflation is not a concern for now • Hong Kong – Near-dated USD-HKD forwards slump • Thailand – BoT plans capital account liberalisation steps • Market focus • US investors are long PHP and INR; overweight durat...

  • 19-Oct-12 – Northeast Asia is on the mend - Updated Thu October 18, 2012

    Top 3 data/events • Hong Kong – Inflation is finding a floor • Japan – Trade outlook remains gloomy • Taiwan – Job-market data to show the economy remains resilient • Market focus • Latest China data may improve appetite for Asian assets • C...

  • Up, up and away - Updated Sun October 7, 2012

    • Use of the Renminbi as a trade settlement currency is on the rise around the world. In July-August, 12.3% of China’s trade was settled in CNY, up from 10.7% in the first half of the year. This is being driven by real corporate need rather than arb...

  • Local Markets Compendium 2013 - Updated Fri October 5, 2012

    Local-currency emerging bond markets have seen ever greater levels of foreign demand as global investors flee from the ongoing European sovereign crisis and continue to allocate to fixed income securities. From less than USD 150bn in March 2009, for...

  • The resurgence - Updated Mon September 24, 2012

    • Asia is still partly insulated from the West – in much of the region, domestic demand has grown more strongly than exports in 2012. However, Asia has been slowing in recent months. We expect growth to turn up in H1-2013, and we forecast better gro...

  • 24-Sep-12 – Mixed beneficiaries of QE3 in Africa - Updated Sun September 23, 2012

    Top 3 data/events • Philippines –Trade balance to benefit from export growth • Hong Kong – August exports unlikely to show any signs of recovery • Brazil – Focus on data ahead of key October COPOM meeting • Market focus • Higher-yielding marke...

  • Hong Kong – New mortgage tightening measures - Updated Fri September 14, 2012

    • Event • The Hong Kong Monetary Authority (HKMA) introduced today, with immediate effect, the following new prudential measures on mortgage lending. • For all property mortgage loan applicants: • Maximum loan tenor limited to 30 years for all p...

  • CNY – It’s CN-‘T’ for Taiwan - Updated Fri September 14, 2012

    • Taiwan-China currency swap agreement reinforces cross-straits ties and Renminbi internationalisation • Vigorous initial CNY deposit build likely, but two key issues on CNY fungibility still need to be addressed • New ‘CNT’ identifier seen for ...

  • CNY – Value in USD-CNH 6M ATMF puts, put spreads - Updated Mon September 10, 2012

    • USD-CNH forward points have climbed without any substantial bounce in option-implied volatility • Roll-down in the forwards more than offsets the cost of USD-CNH ATMF options in the shorter expiries • USD-CNH 6M forward is 1.18% above spot and 1...

  • Hong Kong – New property-market cooling measures - Updated Thu August 30, 2012

    • Event • The Hong Kong government today announced a series of new property-market cooling measures, predominantly introducing more residential property supply in the short and medium term. We outline key measures below: • The remaining invento...

  • 27-Aug-12 – EUR to go lower on event risk, policy - Updated Sun August 26, 2012

    Top 3 data/events • Philippines – Trade deficit likely widened on strong import growth • Hong Kong – Another y/y drop in exports expected • Indonesia – MoF to auction IDR 6trn of treasuries on 28 August • Market focus • Surveys point to German...

  • HKD – Fundamentals reinforce case for no change [CORRECTION] - Updated Fri August 24, 2012

    This supersedes the version dated 24 August 2012. Corrects advice for corporates on pages 1 and 7. • Hong Kong has room for manoeuvre on FX policy given powerful reserve build-up and other factors • But the case for change remains very weak give...

  • 20-Aug-12 – A matter of confidence - Updated Sun August 19, 2012

    Top 3 data/events • Hong Kong – USD-CNH 1Y deliverable forwards are at 2012 highs • Hong Kong – July CPI inflation likely distorted by concessions • United Kingdom – Persistent recession puts pressure on budget deficit • Market focus • Export...

  • Hong Kong – Introducing our SME index - Updated Thu August 16, 2012

    • Sentiment among SMEs is pessimistic for Q3-2012; the first index reading is 42.9 • Retail sector scores lowest; manufacturing and trading businesses also in contractionary territory • Hiring and investment sub-indices are comfortably above 50, s...

  • 09-Aug-12 – Euro’s dead-cat bounce - Updated Wed August 8, 2012

    Top 3 data/events • China – Export growth likely moderated in July • Hong Kong – Building a floor before a better second half • Philippines – Export growth likely remained healthy in June • Market focus • We remain firmly of the view that this...

  • 01-Aug-12 – Navigating Asia’s soft growth patch - Updated Tue July 31, 2012

    Top 3 data/events • Hong Kong – Retail sales growth moderation probably paused • Singapore – PMI likely to have fallen into negative territory in July • United States – We raise our call for July’s ISM manufacturing survey • Market focus • Asi...

  • 20-Jul-12 – The impact of the DM dynamic on EM - Updated Thu July 19, 2012

    Top 3 data/events • Hong Kong – Inflation continues to fall • Taiwan – Production and hiring is likely to have slowed in June • Mexico – Banxico is expected to remain on hold • Market focus • ECB deposit-rate cut fuels revival in demand for ...



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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.