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  • 26-Sep – India – RBI to maintain its hawkish stance - Updated Thu September 25, 2014

    Top 3 data/events • Thailand – We expect a slight improvement in exports • Hong Kong – High base continues to weigh on retail sales growth • Euro area – We expect business and consumer confidence to weaken • Market focus • RBI expected to k...

  • Searching for value in EM Asia fixed income markets - Updated Fri September 19, 2014

    We see the recent pull-back as an opportunity to selectively buy into EM; we expect Asia to outperform • Within high-yield Asia, we favour IDR over INR bond markets on improving fundamentals and asset rotation • Within low-yield Asia, we favour TH...

  • SCTF – Bullish flow signal for USD-KRW - Updated Wed September 17, 2014

    G10: Corporates turned small sellers of USD vs. GBP in August; custodians reduced USD-CHF shorts • Asia: SCTF Aggregate Position Index shows that our clients reduced USD-IDR longs • Africa: SCTF Aggregate Position Index shows that our clients incr...

  • 11-Sep – The road ahead for the CNY - Updated Wed September 10, 2014

    Top 3 data/events • South Korea – Base rate expected to be on hold for now • Euro area – Industrial production likely expanded by 1.0% • India – Higher food prices may have pushed August CPI higher • Market focus • Strength in CNY fixing and s...

  • 03-Sep – ECB keeping alive QE hopes; BoE on hold - Updated Tue September 2, 2014

    Top 3 data/events • India – SIGMA signal is bullish for duration in September • Japan – BoJ is unlikely to act after July’s soft patch • Canada – Bank of Canada expected to be on hold, with an upbeat tone • Market focus • The ECB is likely to ...

  • 29-Aug – INR: The RBI steps back? - Updated Thu August 28, 2014

    Top 3 data/events • China – Manufacturing recovery remains weak • South Korea – Slowing exports, benign inflation • US – Personal spending and income growth likely slowed in July • Market focus • RBI may be diluting its resistance to modest ...

  • 28-Aug – ECB braces for the inflation data - Updated Wed August 27, 2014

    Top 3 data/events • China – USD-CNH forwards retreat amid easier CNH liquidity • Japan – July data likely improved slightly • India – Q1-FY15 GDP growth likely rebounded • Market focus • A low inflation print on 29 August will raise the chanc...

  • 27-Aug – India’s C/A deficit wider but easily funded - Updated Tue August 26, 2014

    Top 3 data/events • Philippines – GDP growth likely improved in Q2 • South Korea – Improving exports and sentiment likely supported IP • Hong Kong – Retail sales growth probably still contracting • Market focus • India Q1-FY15 C/A deficit lik...

  • India – Unleashing the ASEAN opportunity - Updated Thu August 21, 2014

    The USD 80bn India-ASEAN trade corridor is growing fast • Complementarities in trade led to an FTA in goods in 2010; tariff reduction to be complete by 2016 • Indian exports to ASEAN to reach USD 280bn (15% of Indian exports) in 10 years • Ther...

  • Regional trade dynamics and AXJ currencies - Updated Tue August 19, 2014

    Philippine export growth of 20%+ rounded off broadly encouraging Asia ex-Japan trade news for June • July trade data suggest new export acceleration is underway, but regional laggards may persist • Korean authorities will likely act to contain n...



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22-Apr – Clouds gather over the INR

Top 3 data/events • Singapore – IP likely contracted again in March • Taiwan – IP data likely to have slowed due to base effects • South Korea – Q1 GDP likely to have been subdued • Market focus • India’s equity-market outperformance has stalled amid softer India export data • INR’s...

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.