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  • 27-May – Trip notes: Europe, US client roadshow - Updated Mon May 26, 2014

    Top 3 data/events • Japan – April retail sales likely contracted after the sales tax hike • Singapore – Take profit on receive SGD IRS 1Y/3Y/10Y • Thailand – The military considers measures to boost growth • Market focus • Investor mood and r...

  • 23-May – IGBs to outperform IDR bonds - Updated Thu May 22, 2014

    Top 3 data/events • Singapore – IP growth likely remained positive in April • Japan – BoJ minutes may show how the board views the recovery • US – New home sales likely picked up modestly in April • Market focus • Politics, valuations and mar...

  • 22-May – Dollar, disinflation and divergence - Updated Wed May 21, 2014

    Top 3 data/events • Taiwan – IP data to show recovery gaining strength • Singapore – April inflation was likely distorted by government rebates • Germany – IFO business climate index likely lost momentum • Market focus • AXJ currencies hav...

  • Buy SGS versus DM government bonds - Updated Mon May 19, 2014

    We recommend buying SGS versus the WGBI SGD NEER, targeting 70bps from 39bps currently • We turn Positive duration on SGS given our Neutral UST outlook and historically low WGBI/SGS spread • SGD 5Y swaps are also co-integrated against the WGBI S...

  • 16-May – Euro area hopes for a spring awakening - Updated Thu May 15, 2014

    Top 3 data/events • Thailand – We expect GDP to have contracted 1.4% q/q SA in Q1 • Singapore – Take profit on SGD IRS 3Y/10Y steepener • Japan – Machinery orders likely rebounded in March • Market focus • Surveys suggest a better outlook for...

  • 15-May – Politics is supportive of AXJ bonds - Updated Wed May 14, 2014

    Top 3 data/events • Singapore – NODX to improve in April • Malaysia – We expect stronger Q1 GDP growth • US – Core CPI to may remain in check; Fed still in no rush to hike rates • Market focus • IDR bonds should remain supported and we maintai...

  • Offshore RMB – Survey suggests steady RGI growth - Updated Wed May 7, 2014

    RGI rose 9.4% m/m in March, the fastest since Sep-11, despite slowing China growth and FX uncertainty • Survey suggests CNH growth will remain solid; respondents want more cross-border Renminbi channels • Offshore companies prefer to settle trade...

  • 24-Apr – Moment of truth for the JPY trade - Updated Wed April 23, 2014

    • Top 3 data/events • Philippines – Trade deficit likely narrowed in February • Singapore – IP likely remained robust in March • US – Still waiting for the corporate capex boom • Market focus • We expect Japan’s core CPI inflation to have rema...

  • 16-Apr – Food prices rise on weather and geopolitics - Updated Tue April 15, 2014

    Top 3 data/events • Singapore – NODX growth likely to have accelerated in March • Canada – Bank of Canada likely to keep policy rate unchanged • US – Spring recovery in housing may be gradual • Market focus • Weather risks and geopolitical con...

  • Singapore – MAS sees rising domestic inflation - Updated Mon April 14, 2014

    MAS keeps SGD NEER policy band slope, width and centre unchanged; policy unchanged since Apr-12 • MAS maintains focus on upside pressure on core inflation, reduces headline inflation forecast • SGD NEER should weaken 0.5% in the coming three mont...

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22-May – Selectively receive EM Asia rates

Top 3 data/events • Singapore – Prices may have continued to fall in April • Taiwan – We forecast slower IP growth in April on weak export sales • Japan – Trade balance likely turned negative again in April • Market focus • EM/DM yield spread was range-bound as foreign investors became...

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