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  • Global Focus – The world in transition - Updated Fri March 28, 2014

    • Please note corrected time • You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: • Marios Maratheftis, Global Head, Macro Research • David Mann, Regional Head of Research, Asia • Daniel Te...

  • SCTF – Bullish flow signal for PHP - Updated Fri February 21, 2014

    • In January, our clients were large USD sellers vs. CNY and MYR; large USD buyers vs. IDR, TWD, CNH • Our custodian clients were sellers of USD vs. INR and CNY; buyers of USD vs. CNH, TWD and PHP • Short USD positioning is large vs. KRW, INR and ...

  • Lebanon – Don’t bank on tourism - Updated Wed October 9, 2013

    • The summer tourism season was even worse than expected • But banking deposits have shown renewed resilience, strengthening a pillar of the economy • Investors seem to remain sanguine about Lebanon bonds ...

  • Iraq – Security situation worsens - Updated Wed October 9, 2013

    • We revise our GDP growth forecast down on oil output, which is constrained by the operating environment • The security situation has worsened substantially in recent months • Oil potential remains vast but thwarted for now ...

  • Bahrain – Oil is the focus - Updated Wed October 9, 2013

    • The non-hydrocarbon sector continues to show subpar metrics • Moody’s has downgraded Bahrain again • Refinery output capacity should rise by 38% ...

  • Middle East and North Africa Focus – Adjusting to reality - Updated Wed October 9, 2013

    • Hydrocarbon-based economies are using their fiscal strength to drive near-term growth and diversify their economies to reduce long-term risks. Oil importers are constrained by high domestic subsidy bills and weak investment; this is hampering econ...

  • 08-Oct – My way or the Beltway - Updated Mon October 7, 2013

    Top 3 data/events • Egypt – EGP strengthens on large aid flows • Europe – Positive industrial production data in both UK and Germany • US – Small business optimism likely declined; October could be worse • Market focus • There are no signs th...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...

  • 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...

  • 15-Jun-12 – All eyes on the Greek election - Updated Thu June 14, 2012

    Top 3 data/events • Thailand – Monthly trade deficit looks likely • Saudi Arabia – Well placed despite the recent oil-price drop • India – We expect the RBI to reduce the repo rate by 25bps • Market focus • Greece’s 17 June election result c...



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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.