Choose the category below to
refine article list

Regions

Search Results

Results: 1 - 6 of 6 for 
Display 
 per page
Sort result by 
  • Asia Focus – Clearing skies - Updated Wed October 9, 2013

    We see growth improving across the region, despite recent financial-market distress. Fretting over the growth outlook because of portfolio outflows is missing the point, in our view. We think more optimism is in order, as simultaneous growth in majo...

  • Asia Focus - Clearing skies - Updated Mon October 7, 2013

    • We see growth improving across the region, despite recent financial-market distress. Fretting over the growth outlook because of portfolio outflows is missing the point, in our view. We think more optimism is in order, as simultaneous growth in ma...

  • 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...

  • 07-Oct – Asian central banks to maintain status quo - Updated Sun October 6, 2013

    Top 3 data/events • Pakistan – PKR is under pressure due to declining FX reserves • India – SIGMA provides a mildly bullish signal for duration in October • Germany – PMIs suggest a healthy pick-up in factory orders • Market focus • BI and Bo...

  • Asia Focus - Transforming, rebalancing, outperforming - Updated Wed March 13, 2013

    • The global economy is recovering, despite the weakness in the West. It will be difficult for the US to achieve more than 2% GDP growth this year; fiscal tightening and policy uncertainty will cast shadows on the turnaround in the housing and energ...

  • Pakistan-India trade – Peace dividend - Updated Thu June 7, 2012

    • Momentous shift in trade relations could be a game-changer for both South Asian economies • The TAPI gas pipeline agreement is a major step towards energy security for the region • Trade opportunities across sectors may boost bilateral trade t...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

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.