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  • Signs of improvement in China’s demand - Updated Fri May 22, 2015

    A strong surge in China’s crude oil imports has helped to tighten global balances • Metals trade data points to modest improvement in China demand growth rates in April versus Q1 • China’s y/y oil demand growth has stayed above 8% for a second mon...

  • Europe – In conversation with US clients - Updated Fri May 22, 2015

    • US clients are mostly doubtful that Europe can sustain stronger growth • At the same time, they are uncertain that the ECB will persist with QE, unless Grexit fears are realised • Looking at the UK after the election, the focus is increasingly...

  • Global Research: Top Weekly Reads – 15 – 21 May 2015 - Updated Fri May 22, 2015

    The following reports received the most reads from external clients, as per anonymous readership data, for the period from 15 to 21 May 2015. They are listed in descending order of most reads: On the Ground – Vedanta – All eyes on oil and refinanci...

  • Asia data previews – 24-29 May 2015 - Updated Fri May 22, 2015

    Inflation was likely muted across Asia in April; we expect April IP to have rebounded in Japan and Korea • India FY15 GDP may be lower than expected at 7.4% y/y despite first quarterly C/A surplus in five years • Likely strong Q1 GDP growth and e...

  • 22-May – Selectively receive EM Asia rates - Updated Thu May 21, 2015

    Top 3 data/events • Singapore – Prices may have continued to fall in April • Taiwan – We forecast slower IP growth in April on weak export sales • Japan – Trade balance likely turned negative again in April • Market focus • EM/DM yield spread w...

  • Canada – Slow burn - Updated Thu May 21, 2015

    We expect flat GDP growth in Q1-2015; still see a Q2 contraction, driven by lower oil investment • We revise our 2015 and 2016 growth forecasts up to 1.0% and 1.2%, respectively; still below consensus • Bank of Canada seems entrenched in a ‘wait a...

  • Sub-Saharan Africa-Middle East – Stronger ties - Updated Thu May 21, 2015

    • Sub-Saharan Africa-Middle East trade is likely to increase from c.USD 35bn in 2014 • Agriculture and infrastructure are set to be key sectors of collaboration • African sovereigns will likely look increasingly to sukuk markets to help fund va...

  • Turkey election – Truth or dare - Updated Thu May 21, 2015

    June’s election could be pivotal for Turkey’s future; the outcome is dependent on Kurdish support • We see a binary outcome: either the AKP pragmatists win, or Erdogan does • Growth has been weakening but a market-friendly result could quickly cha...

  • 21-May – BoJ likely to remain on hold in May - Updated Wed May 20, 2015

    Top 3 data/events • Malaysia – GST to boost full-year inflation • Germany – IFO index likely to maintain its upward momentum • Brazil – A bumpy road for fiscal adjustment, but in the right direction • Market focus • We expect the BoJ to remain...

  • UK exports to EM: Time to play catch-up? - Updated Wed May 20, 2015

    UK exporters have been slow to take advantage of opportunities in emerging markets • Recently, exports to China have been on the rise; other emerging markets are likely to follow • Motor vehicles are becoming a key UK export...



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22-May – Selectively receive EM Asia rates

Top 3 data/events • Singapore – Prices may have continued to fall in April • Taiwan – We forecast slower IP growth in April on weak export sales • Japan – Trade balance likely turned negative again in April • Market focus • EM/DM yield spread was range-bound as foreign investors became...

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.