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  • 22-Nov – Client feedback: LA, London and Amsterdam - Updated Thu November 21, 2013

    Top 3 data/events • Singapore – We revise our SGS yield forecasts for 2014-16 • Singapore – Inflation likely rose slightly in October • Taiwan – Rising export orders may have boost industrial production • Market focus • Investors believe Fed...

  • 19-Nov – Korea’s current account cross-over - Updated Mon November 18, 2013

    Top 3 data/events • Malaysia – Inflation likely accelerated in October • Taiwan – October export orders to show a pick-up in overseas demand • Nigeria – MPR on hold, other tightening measures are difficult to rule out • Market focus • Japan’s...

  • Offshore Renminbi – RGI to get a further policy boost - Updated Thu November 7, 2013

    RGI re-accelerated in September, up 3.0% m/m to 1,183, thanks to another strong deposit performance • Policy breakthrough should provide impetus for faster growth in European market after a strong Q3 • Mainland issuers, led by the Ministry of Fina...

  • 06-Nov – Political uncertainty returns to Thailand - Updated Tue November 5, 2013

    3 data/events • Australia – Job data likely deteriorated slightly in September • Taiwan – October exports should provide insight into year-end demand • Brazil – Stopped out of our Jan-16 DI receiver • Market focus • Thailand’s path to sustaine...

  • 04-Nov – BNM on hold despite inflation risks - Updated Sun November 3, 2013

    Top 3 data/events • Philippines – Food inflation likely led to higher inflation in October • Taiwan – We expect higher m/m inflation for October • UK – Expansion in PMI services may have moderated in October • Market focus • We expect BNM t...

  • 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...

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24-Apr – Awaiting another surprise from...

Top 3 data/events • Taiwan – Beware excessive euphoria • United States – Durable goods to show still-strong industry headwinds • Oil – US oil production set to fall heavily • Market focus • We expect the BoJ to add at least JPY10tn to the asset purchase programme on 30 April • The BoJ...

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