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  • 03-Mar – China’s political meetings in focus - Updated Mon March 2, 2015

    Top 3 data/events • Taiwan – Latest IP data to show pick-up in economic activity • Brazil – Tightening mode for now • Canada – BoC took out insurance in Jan; may wait now, then cut again • Market focus • China’s all-important annual NPC an...

  • Silk Road: China’s commodity trade - Updated Mon March 2, 2015

    We expect China’s monetary and fiscal policy to become more expansive as growth moderates • Latest trade data indicate a slight moderation in China’s metal demand growth rates • Coal imports fall sharply as new regulations on quality come into fo...

  • Commodity investor flows - Updated Mon March 2, 2015

    • Focus: Drilling in the Bakken shale has fallen by 42% in three months; output is likely to fall in April • China’s metal demand growth moderated but did not collapse in January • Oil prices have continued their rebound, but are still low enough ...

  • Commonwealth trade unbundled - Updated Mon March 2, 2015

    Trade between Commonwealth countries fell from 11% of global exports in 1950 to about 1.9% in 1990 The share is rising again and is now 2.3%; overall Commonwealth exports are 14% of world trade The rapid growth of many emerging Commonwealth countr...

  • 02-Mar – Question for the RBA is not if, but when - Updated Sun March 1, 2015

    Top 3 data/events • South Korea − CPI inflation likely picked up on holiday shopping • Singapore − Subdued recovery in PMI expected • Taiwan − Export orders likely gained on strong tech demand • Market focus • RBA likely to keep rates unchange...

  • Oil Notes – Dark-adapted eye - Updated Fri February 27, 2015

    The supply and demand response to lower prices suggests a strong pace of oil-market adjustment • We expect global oil demand to grow by 1.4mb/d; non-OPEC supply is forecast to grow just 0.1mb/d • We expect Brent crude oil to average USD 76/bbl in ...

  • 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...

  • CNY – The real story on CNY weakness - Updated Fri February 27, 2015

    China’s FX market has re-opened amid sustained onshore corporate demand for FX • The financial account has deteriorated abruptly, due mainly to trimming or hedging of FX liabilities • We examine onshore corporate flows and identify a powerful shif...

  • Global Research: Top Weekly Reads – 20 – 26 February 2015 - Updated Fri February 27, 2015

    The following reports received the most reads from external clients, as per anonymous readership data, for the period from 20 to 26 February 2015. They are listed in descending order of most reads: CDI new issue - Moderate spread compression likely...

  • Nigeria – February BSI hits a series low - Updated Fri February 27, 2015

    February BSI falls to a series low of 57.9 from 58.8 in January • Near-term political uncertainty and softer oil prices continue to weigh on the indicator • Falls in production and supplier delivery times indicate a slowdown in activity...



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03-Mar – China’s political meetings in focus

Top 3 data/events • Taiwan – Latest IP data to show pick-up in economic activity • Brazil – Tightening mode for now • Canada – BoC took out insurance in Jan; may wait now, then cut again • Market focus • China’s all-important annual NPC and CPPCC meetings will start on 3 March...

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.