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  • 01-Dec – RBI likely to acknowledge easing inflation - Updated Sun November 30, 2014

    Top 3 data/events • Australia – RBA likely to reiterate a ‘period of stability in interest rates’ • South Korea – CPI inflation likely continued to fall in November • Malaysia – We revise up USD-MYR forecasts after the OPEC meeting • Market fo...

  • 28-Oct – India: RBI – Sequencing the exit - Updated Sun October 27, 2013

    Top 3 data/events • Japan – Rising retail sales and hiring indicate growing confidence • South Korea – Industrial production likely contracted in September • US – Pending homes sales likely slowed, but IP probably increased • Market focus • Hi...

  • 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 ...



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