Choose the category below to
refine article list


Search Results

Results: 1 - 8 of 8 for 
 per page
Sort result by 
  • 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 ...

  • 14-Oct – BoK likely to hold and wait - Updated Mon October 13, 2014

    Top 3 data/events China – Inflationary pressure likely remained subdued Philippines – Global influences weigh on remittance growth UK – Unemployment likely continued trending lower in August Market focus We expect the BoK to keep the base rat...

  • South Korea – Mixed sentiment - Updated Thu September 4, 2014

    • Domestic demand reflects recovering consumer sentiment, but supply-side sentiment remains soft • While industrial activity signals an expansion, trade flows have weakened due to China’s slowdown • We think the BoK will stay on hold in September;...

  • South Korea – Divergence in trade data - Updated Thu August 21, 2014

    A new methodology capturing Korea’s overseas activity is a key driver of the BoK’s stronger trade data • We believe this is a more significant driver than the change in the treatment of shipbuilding orders • We raise our current account surplus f...

  • South Korea – A rate cut to boost sentiment - Updated Tue July 22, 2014

    • Current economic trends and sentiment will likely receive more attention than headline economic figures • We expect a 25bps policy rate cut at the August MPC meeting • Hold KRW 5Y/10Y curve-steepening trade (entry: 20bps, current: 22bps; targe...

  • Signalling more pain for EM near-term - Updated Thu June 13, 2013

    The two key macro signals – the market’s Fed view and China’s data – signal more near-term pain • The key positioning signal – high cash levels – dampens negative feedback from redemption flows • In H2, slightly better China growth and lower...

  • Thailand – Risk of capital flow measures - Updated Thu April 25, 2013

    The Post Today reported that the BoT may introduce a holding period for foreigners buying THB bonds • We believe a price-based approach to FX measures would be less market-disruptive than quantity-based • We take profit on our long 10Y THB positi...

  • SC FIRST – Low-yielding EM bonds to outperform - Updated Tue March 19, 2013

    Our sensitivity indicator of yield vs. positioning is falling; EM/DM yield spreads to widen near-term • Within EM, low-yielding bonds to outperform high-yielding as the sensitivity of positioning to yields falls • Investors should keep exposure to...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

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.