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  • 25-Oct – China’s tight liquidity likely to be short-lived - Updated Thu October 24, 2013

    Top 3 data/events • Taiwan – LEI index likely to suggest economy is gaining momentum • Mexico – Banxico expected to cut, BanRep to hold • US – Solid manufacturing PMI and aircraft orders signal rising DGO • Market focus • China money-market r...

  • 18-Oct – The temporary debt-ceiling solution and Asia - Updated Thu October 17, 2013

    Top 3 data/events • China – First suspension of reverse repo operations in three months • Japan – Trade deficit to stay in the red due to higher import cost • Taiwan – Year-end holiday sales demand to help lift export orders • Market focus • ...

  • Asia Focus – Clearing skies - Updated Wed October 9, 2013

    We see growth improving across the region, despite recent financial-market distress. Fretting over the growth outlook because of portfolio outflows is missing the point, in our view. We think more optimism is in order, as simultaneous growth in majo...

  • 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...

  • 04-Oct – The last shoe to drop - Updated Thu October 3, 2013

    Top 3 data/events • China – A new low for the PBoC fix? • Japan – Current account likely to be eroded by rising trade deficit • Taiwan – Exports continue to grow; inflation risk rises • Market focus • Leveraged funds’ net USD positioning has...

  • 26-Sep – Halloween comes early - Updated Wed September 25, 2013

    Top 3 data/events • Taiwan – Leading index likely rose on higher export sales • Japan – CPI inflation likely continued the uptrend • Euro area – Business and consumers are reluctantly more optimistic • Market focus • Tension is rising as ...

  • 25-Sep – Top Asian rates trades amid tapering delay - Updated Tue September 24, 2013

    Top 3 data/events • India – Government front-loads H2-FY14 market borrowing • Taiwan – CBC likely to hold policy rate steady; IP data on an uptrend • US – Core durable goods orders and new home sales likely rebounded • Market focus • Fed’s ta...

  • 24-Sep – Merkel triumphs; now for the tough part - Updated Mon September 23, 2013

    Top 3 data/events • Top 3 Asian rates trades post-FOMC – Thailand, India and Singapore • Taiwan – Export orders to pick up ahead of year-end sales season • Vietnam – Q3 GDP likely rose moderately • Market focus • A victorious Angela Merkel...

  • Offshore Renminbi – Taiwan joins the RGI - Updated Mon September 9, 2013

    We add Taiwan to our RGI, in recognition of its rapid emergence as a key offshore Renminbi centre • Taiwan has plenty of room to grow, building on its early success in Renminbi deposit accumulation • Our RGI hit 1,112 in July, up 65% y/y, reflect...

  • 06-Sep – UST: The baby and the bathwater - Updated Thu September 5, 2013

    Top 3 data/events • Taiwan – Export recovery continues on stable tech demand • China – Stable export growth, low inflation • Japan – Q2 GDP is likely to be revised up on better capex data • Market focus • Recent data supports our above-consens...



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26-Mar – US escape velocity – Not this...

Top 3 data/events • Taiwan – Monitoring indicators index to remain in the ‘green’ zone • Japan – We expect slower inflation, rebounding retail sales in February • Brazil – The end of an era in FX intervention • Market focus • Except for payrolls, US data has generally disappointed so...

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.