• 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...
You are cordially invited to join us for an exclusive conference call presentation on Friday 23 January 2015 with 2 sessions: (1) Asia – 9:00AM SG/HK time and (2) Europe – 09:00AM London/GMT with:
• Sarah Hewin, Head of UK and Europe Macro Research...
New administration cuts fuel prices substantially, fulfilling a key electoral promise
• Inflation trajectory looks even more benign now; this could raise expectations of a policy rate cut
• We maintain our view of no rate change due to external ...
External demand is improving, particularly for Japan and China; exports to the US are ‘heating up’
• Japan’s GDP tracker suggests a respite after two bad quarters; South Korea’s points to a slowdown
• We expect further policy rate cuts in China an...
Global trade – It’s only resting
• Productivity – Increasingly critical as the demographic dividend fades
• Inequality – Widening within, but narrowing between, countries
• Financial inclusion – Its potential as a poverty fighter
• ASEAN – G...
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