We expect mixed industrial production data for Japan, South Korea and Vietnam
• CPI inflation in South Korea, Indonesia and Thailand likely remained low amid low global inflation
• Manufacturing PMI likely improved slightly in China, stayed in con...
Foreign investor sentiment towards emerging markets has improved after the 18 March FOMC meeting
EM funds remain overweight duration and still favour Indonesia, but are returning to Malaysia
EM/DM yield spread to be range-bound as foreign investor...
Inflation in Japan and Singapore likely slowed further in February
We expect central banks in the Philippines and Taiwan to keep policy rates on hold for now
Vietnam’s Q1 data to show steady growth, driven by solid FDI and exports...
China’s growth indices likely to continue the downtrend; deflationary pressures are rising
• India’s CPI inflation likely stayed benign in February, fuelling expectations of more rate cuts
• We expect the RBNZ, BoK and BoT to keep policy rates on ...
• The CBSL maintains the status quo on policy rates at its February meeting
• While January inflation of 3.2% y/y was higher than our estimates, we expect inflation to remain benign
• Private credit growth improved for the sixth straight month to ...
Major Asian markets will be closed late next week for the Lunar New Year holidays
We expect better Q4-2014 GDP results from Japan, Singapore, Taiwan and Thailand than in Q3
Bank Indonesia and Bank of Korea are likely to leave policy rates unchanged...
Lunar New Year holiday distortion likely to support China’s January export data
• We expect more uncertainty than usual for India’s GDP following changes in how it is measured
• The Philippines’ central bank (BSP) is likely to leave policy unchang...
China’s manufacturing PMI likely to improve but stay weak; Lunar New Year timing helps
• We expect India’s RBI to ease rates by another 25bps, contrary to market expectations
• Australia’s RBA is likely to revert to a dovish stance, but keep its p...
• Interim 2015 budget focuses on lowering cost of living; commitment to fiscal consolidation remains
• Government expenditure shifts towards recurrent spending; public investment targets cut
• New taxes introduced on the corporate sector and wealt...
We expect the central banks of Thailand, Malaysia and New Zealand to keep policy rates unchanged
• GDP growth in the Philippines, Taiwan and India is likely to have improved in Q4 compared to Q3
• Export growth likely to improve in Japan, Hong Kon...
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