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  • Asia Focus – Clearing skies - Updated Wed October 9, 2013

    We see growth improving across the region, despite recent financial-market distress. Fretting over the growth outlook because of portfolio outflows is missing the point, in our view. We think more optimism is in order, as simultaneous growth in majo...

  • 31-May-12 – Spain’s banks steal the Greek show - Updated Wed May 30, 2012

    Top 3 data/events • China – PMI likely to slide, confirming the slowdown in manufacturing • Indonesia – Inflation to remain at moderate levels • South Korea – Benign inflation and sluggish trade flows to prevail Market focus • Spain illustrates...

  • 25-May-12 – Revisiting the value in vol - Updated Thu May 24, 2012

    Top 3 data/events • China – Slow loan growth, but the cost of financing is falling • Taiwan – Leading indicators index likely to drop • Thailand – Manufacturing production and trade to recover Market focus • Our call for reducing FX beta, raisi...

  • 24-May-12 – China leads the way - Updated Wed May 23, 2012

    Top 3 data/events • Singapore – April industrial production likely rebounded • United States – Durable goods orders likely recovered in April • Brazil – BRL: Be careful what you wish for Market focus • China’s State Council’s statement signals ...

  • 23-May-12 – China wobbles, Asia trembles - Updated Tue May 22, 2012

    • Top 3 data/events • Chile – We revise up our USD-CLP forecast • South Africa – SARB seen on hold despite CPI move higher • Euro area – Flash PMI indices likely to signal Q2 GDP contraction • Market focus • Asia’s exports to China have slowe...

  • 17-May-12 – CNY flexibility amid China soft landing - Updated Wed May 16, 2012

    Top 3 data/events • India – The INR hits an all-time low versus the USD • Euro area – European Central Bank lifts Greek EMU exit taboo • Brazil – March retail sales likely rebounded Market focus • Fears of a China hard landing based on April r...

  • 11-May-12 – Asia is feeling China’s slowdown - Updated Thu May 10, 2012

    Top 3 data/events • India – April WPI likely dropped, driven by food and mineral prices • China – April copper imports fell to eight-month lows • Japan – Domestic CGPI likely continued to rise in March Market focus • China’s demand from Asia is...

  • 03-May-12 – Doves in Europe, hawks in Asia - Updated Wed May 2, 2012

    Top 3 key events and data • Singapore – April PMI should move further into expansionary territory • Philippines – CPI should tick marginally downwards • US – Payrolls to remain anaemic Market focus • ECB’s likely more dovish stance set to contr...

  • 27-Apr-12 – The canary in the coal mine - Updated Thu April 26, 2012

    Top 3 key events and data • Korea – Industrial production in negative territory • Taiwan – GDP growth to moderate in Q1 • US – Q1 GDP likely to disappoint Market focus • Australia’s money market is pricing in major RBA easing; a warning for the...



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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.