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  • Offshore Renminbi – Resilience to be tested in 2015 - Updated Wed January 7, 2015

    RGI rose 1.2% m/m in November; trade settlement is a key driver, as 22% of China’s trade settled in RMB • By end-2015, we expect the RGI to reach 2,500 and Renminbi deposits in Hong Kong to reach CNY 1.05tn • Dim Sum issuance this year should be ...

  • Offshore Renminbi – Seoul and Paris join the RGI - Updated Tue October 7, 2014

    RGI now includes Seoul and Paris, reflecting their contribution to Renminbi deposits and payment flows • Excluding the new centres, August was a slow month for the RGI amid lingering China macro concerns • Paris is well placed to enjoy recent pol...

  • 19-Sep – China: PBoC faces an easing dilemma - Updated Thu September 18, 2014

    Top 3 data/events • Nigeria – Central bank expected to keep interest rates on hold • Taiwan – Rising export orders likely boosted employment, confidence • EM FX – New ZAR, TRY forecasts, going Underweight short-term ZAR • Market focus • The P...

  • 14-Aug – China’s July stumble - Updated Wed August 13, 2014

    Top 3 data/events • Malaysia – GDP growth likely remained robust in Q2 • Taiwan – The government will likely raise its 2014 growth forecast • Hong Kong – Heeding the warning of a Q2 GDP disappointment • Market focus • IP growth moderated to 9....

  • 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...

  • 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...

  • 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...

  • 22-Jul – China liberalises domestic lending rate - Updated Sun July 21, 2013

    Top 3 data/events • Taiwan – IP likely rose due to a pick-up in tech demand • Singapore – CPI inflation likely remained low • Nigeria – CBN expected to keep interest rates on hold at 12% • Market focus • PBoC eliminates lending-rate floor, ef...

  • 26-Jun – PBoC tones down a bit - Updated Tue June 25, 2013

    Top 3 data/events • Singapore – MAS to auction SGD 1.8bn of 10Y SGS on 26 June • Taiwan – CBC likely to keep rates on hold for eighth straight quarter • United States – MBA mortgage data could be affected by rising yields • Market focus • Chin...

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