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  • 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...

  • 26-Jul – Beijing is ready for more targeted support - Updated Thu July 25, 2013

    Top 3 data/events • India – GoISecs to trade weak on tight liquidity • South Korea – Mild dip in IP, sizeable C/A surplus expected • Rates – EM bond flows stabilise, but Thailand and Turkey are still seeing outflows • Market focus • China’s ...

  • 31-May – Behind the IMF rhetoric on CNY valuation - Updated Thu May 30, 2013

    Top 3 data/events • South Korea – Headline inflation likely remained very low • Thailand – Inflation is expected to have remained benign • Indonesia – Inflation was likely low in May • Market focus • Cumulative gain in the CNY’s real trade-we...

  • 08-May-2013 – The fight against fake trade - Updated Tue May 7, 2013

    Top 3 data/events • Malaysia – BNM likely to keep policy rate unchanged • South Korea – BoK will likely keep the policy rate on hold • UK – BoE expected to be on hold, given tentative signs of a recovery • Market focus • Aggregate adjustment t...

  • 17-Jan-13 – China’s recovery is taking shape - Updated Wed January 16, 2013

    Top 3 data/events • South Korea – Official concern about KRW volatility rather than level • Chile – BCCh on hold, but more constructive on growth • US – Philly Fed survey to show marginal improvement • Market focus • We forecast a rebound in C...

  • Local Markets Compendium 2013 - Updated Fri October 5, 2012

    Local-currency emerging bond markets have seen ever greater levels of foreign demand as global investors flee from the ongoing European sovereign crisis and continue to allocate to fixed income securities. From less than USD 150bn in March 2009, for...

  • 07-Jun-12 – From data to the policy response - Updated Wed June 6, 2012

    Top 3 data/events • South Korea – BoK likely to keep the base rate on hold at 3.25% • Asia – Asian bond auctions deliver a mixed performance • United States – Bernanke to stay cautious • Market focus • Chinese May data is likely to stay weak, ...



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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.