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  • SCTF – Bearish flow signals for MYR and NGN - Updated Thu April 17, 2014

    Asia: In March, our clients were large USD sellers vs. CNY, SGD, INR; USD buyers vs. HKD, THB, CNH • Asia: Short USD positioning is large vs. INR, KRW, CNY; long USD positioning is large vs. IDR, CNH • Africa: SCTF Position Index shows clients are...

  • Asian FX PCA – AXJ to rally in Q4 on growth - Updated Mon September 9, 2013

    We update our PCA for AXJ currencies; the rise in the global IP cycle should support AXJ FX in Q4 • We get positive PCA signals for TWD, PHP and IDR; neutral for other AXJ currencies • We raise our short-term FX weightings on SGD and THB to Neut...

  • Hedging strategies in USD-AXJ - Updated Fri July 27, 2012

    • Europe continues to represent the major risk to Asian economies and currencies • But China’s policy easing should help provide a more solid footing for Asian growth in H2 • North-East Asian currencies, notably the KRW, should lead the recovery i...

  • 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...



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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.