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  • 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 ...

  • 20-Mar – Yellen’s stance and the SGD - Updated Thu March 19, 2015

    Top 3 data/events • Taiwan – IP growth likely slowed, jobless rate edged higher in February • Thailand – We expect February trade data to show a surplus • Singapore – Inflation likely fell for a fourth consecutive month • Market focus • Yellen...

  • Cross-currents and vulnerability in AXJ currencies - Updated Tue March 17, 2015

    Asian currency performance has varied significantly this year, in line with our ‘cross-currents’ call • USD-AXJ is likely to see further upside in Q2 on valuation, policy divergence and flow volatility • We raise higher our USD-CNY, USD-IDR, USD-M...

  • 09-Mar – BoT to stay put on policy rate - Updated Sun March 8, 2015

    Top 3 data/events • China - Weak consumer confidence suggests further deflationary pressure • Philippines - Export growth seen rebounding modestly • China – Little support for band widening near-term • Market focus • We reiterate our call that...

  • Thailand – Significant beneficiary of lower oil prices - Updated Thu March 5, 2015

    Falling global oil prices should boost growth, lower inflation, and lead to a current account surplus • However, we cut our 2015 GDP growth forecast to 5.1% to reflect delayed execution of public investment • We now expect the BoT to stay on hold ...

  • Thailand – What Thai clients think - Updated Tue February 3, 2015

    Client sentiment in Bangkok is firmer in 2015 than 2014 • Europe is the biggest concern for 2015, while concerns about Thailand have eased • Thai clients maintain a bearish view on the Thai baht...

  • 30-Jan – Beware Greeks bearing tail-risks - Updated Thu January 29, 2015

    Top 3 data/events • Indonesia – We expect inflation to have fallen in January • South Korea – January exports boosted by more working days • Thailand – Inflation was likely subdued in January on falling oil prices • Market focus • Signs of inv...

  • Sell SGD-THB via 6M forward outright - Updated Wed January 28, 2015

    • We recommend selling SGD-THB via 6M forward outright in the FX Trading Portfolio • In the wake of the surprise MAS move, we analyse the best way to express a bearish SGD move • We have a bullish, non-consensus view on Thailand; short SGD-THB has...

  • 27-Jan – BoT to keep rates on hold - Updated Mon January 26, 2015

    Top 3 data/events • Malaysia – We expect BNM to keep policy rates unchanged • Australia – Q4-2014 inflation was likely lower at 1.8% y/y • US – Fed in ‘hibernation’; statement should repeat ‘patience’ • Market focus • We reiterate our call tha...

  • 22-Jan – Greece’s election heralds a move to the left - Updated Wed January 21, 2015

    Top 3 data/events • South Korea – We expect Q4 GDP growth to have slowed • Thailand – Trade account likely improved further • Taiwan – IP data to show the economy in better shape than in 2010-11 • Market focus • Anti-bailout, left-wing Syriza...



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30-Mar – Euro area is gaining momentum

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 recovery is gaining momentum • Low energy...

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