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  • SC FIRST – Investor confidence in EM is rising - Updated Fri May 1, 2015

    Capital flows surged to EM after the 18 March FOMC meeting and should continue to flow • We are bullish Thai and Malaysian bonds, where underweight positions are being covered • Recent rise in euro-area bond yields is a concern for EM rates, bu...

  • Unlocking fixed income opportunities in WAEMU - Updated Fri April 10, 2015

    • You are cordially invited to join us for an exclusive conference call presentation on 15 April 2015 at 3PM London BST (14:00 GMT) with: • Adrien Diouf, Managing Director of Agence UMOA-Titres • Moderator: Samir Gadio, Head, Africa Strategy, FICC...

  • 25-Mar – Reading SARB signals - Updated Tue March 24, 2015

    Top 3 data/events • Hong Kong – February export data likely distorted by Lunar New Year • Singapore – We expect IP to have contracted in January-February • Euro area – Pick-up in credit cycle likely continued in February • Market focus • We ...

  • Q2 – The new, new normal - Updated Fri March 20, 2015

    • Overview – In a challenging market environment, macroeconomic and policy divergence – the ‘new normal’ – remains the critical foundation of our updated views and forecasts, with the US economy, USD and US rates leading the way higher. This will ev...

  • SC FIRST – Caution over, as Fed not impatient to hike - Updated Fri March 20, 2015

    Foreign investor sentiment towards emerging markets has improved after the 18 March FOMC meeting EM funds remain overweight duration and still favour Indonesia, but are returning to Malaysia EM/DM yield spread to be range-bound as foreign investor...

  • 17-Mar – Further SSA currency weakness likely - Updated Mon March 16, 2015

    Top 3 data/events • Japan – Trade data likely disappointed in February • Malaysia – We expect inflation to have slowed further in February • UK – We expect unanimous MPC and robust labour-market data • Market focus • USD-NGN is likely to adjus...

  • 16-Mar – BoJ will likely move in April not March - Updated Sun March 15, 2015

    Top 3 data/events • Singapore - We expect modest NODX growth in January-February • Turkey – CBRT will likely keep rates unchanged • South Africa – C/A deficit to highlight ongoing vulnerability • Market focus • We expect no BoJ easing at the 16...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...

  • 17-Feb – The Asian central bank road-show - Updated Mon February 16, 2015

    Top 3 data/events • Japan – BoJ likely to stay put at the February meeting • Malaysia – Inflation likely to remain benign for now • Ghana – MPC expected to leave interest rates unchanged • Market focus • Asian central banks remain constructive...

  • 28-Jan – ‘Patient’ Fed watches the data - Updated Tue January 27, 2015

    Top 3 data/events • New Zealand – RBNZ expected to keep cash rate unchanged at 3.50% • Philippines – Q4 GDP growth rebound expected after disappointing Q3 • South Africa – MPC to clarify tightening intent • Market focus • We expect little chan...

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