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  • 14-May – BoK likely to keep base rate on hold - Updated Wed May 13, 2015

    Top 3 data/events • Japan – CGPI may have contracted as the sales-tax effect faded • Hong Kong – We expect downside risks to Q1 GDP growth • Latam – We expect the BCCh and BCRP to keep rates unchanged • Market focus • We expect no BoK rate cut...

  • Korea – No more cuts as signs of recovery emerge - Updated Thu April 30, 2015

    • Benefits of previous rate cuts are emerging – housing market is picking up, KOSPI is rallying, credit is increasing and policy makers are becoming less dovish • We maintain our view of no rate change this year • We maintain our Neutral outlook o...

  • 30-Apr – Fed data-watching continues - Updated Wed April 29, 2015

    Top 3 data/events • China – Manufacturing sector likely still under pressure • South Korea – April trade probably softened further • Mexico – Banxico likely to hold back, awaiting the Fed’s move • Market focus • Fed statement noted recent weak...

  • 29-Apr – BCB likely to hike another 50bps - Updated Tue April 28, 2015

    Top 3 data/events • South Korea – We expect IP to have contracted in March • Taiwan – Large trade surplus likely to have supported Q1 GDP growth • Euro area – CPI likely remained in negative territory • Market focus • SELIC rate will likely be...

  • 14-Apr – China’s growth likely slowed further - Updated Mon April 13, 2015

    Top 3 data/events • South Korea – March unemployment rate was likely subdued • Euro area – Good momentum, but the ECB will continue with QE • US – Consumers likely returned to shops in March • Market focus • China’s Q1 GDP growth may have slow...

  • 08-Apr – BoK will likely keep the base rate on hold - Updated Tue April 7, 2015

    Top 3 data/events • UK – We expect the BoE to keep the Bank Rate unchanged • Germany – Industrial production likely rose in February • US – Trilogy of Yellen-Fischer-Dudley speeches make minutes look old • Market focus • BoK will likely lower ...

  • 31-Mar – BoJ’s Tankan likely to show a mixed picture - Updated Mon March 30, 2015

    Top 3 data/events • UK – We expect the manufacturing PMI to have improved further • South Korea – CPI inflation was likely low; trade surplus likely increased • China – Manufacturing sector likely remained sluggish in March • Market focus • Bo...

  • 30-Mar – Euro area is gaining momentum - Updated Sun March 29, 2015

    Top 3 data/events • South Korea – IP likely dropped during the Lunar New Year holiday • Thailand – Rising tourism income may have boosted C/A surplus • US – Soft core PCE inflation to keep September hike on track • Market focus • The euro area ...

  • 27-Mar – Investor feedback from Tokyo - Updated Thu March 26, 2015

    Top 3 data/events • Japan – Industrial production likely dropped m/m in February • South Korea – We expect sentiment to deteriorate in April • US – Q4 to be revised up slightly; personal spending up too • Market focus • Japanese investors are ...

  • Korea – Which came first, the BoK or the market? - Updated Thu March 12, 2015

    • BoK cuts the base rate to a record-low 1.75%, against consensus • We expect no further easing this year • We recommend Underweight short-term FX weighting on the KRW and Neutral on KTB duration ...



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14-May – BoK likely to keep base rate on hold

Top 3 data/events • Japan – CGPI may have contracted as the sales-tax effect faded • Hong Kong – We expect downside risks to Q1 GDP growth • Latam – We expect the BCCh and BCRP to keep rates unchanged • Market focus • We expect no BoK rate cut in May; new data may lead to easing later...

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