Choose the category below to
refine article list


Search Results

 per page
Sort result by 
  • 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...

  • Local Markets Compendium 2013 - Updated Fri October 5, 2012

    Local-currency emerging bond markets have seen ever greater levels of foreign demand as global investors flee from the ongoing European sovereign crisis and continue to allocate to fixed income securities. From less than USD 150bn in March 2009, for...

  • 06-Jul-12 – Foreign inflows to support SGS further - Updated Thu July 5, 2012

    Top 3 data/events • Taiwan – June’s exports to show a y/y rise • Japan – May machinery orders likely to have contracted m/m • United States – NFP should be better, but still not great • Market focus • The rally in SGS has gained momentum on st...

  • 04-Jun-12 – No net CNY gain likely this year - Updated Sun June 3, 2012

    Top 3 data/events • Australia – RBA likely to stay nimble in setting policy rate • Taiwan – May inflation expected to have climbed due to fuel-price hike • Philippines – Inflation likely to have eased slightly • Market focus • We revise our U...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.