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  • 15-Nov-12– AXJ FX rally supports bond inflows - Updated Wed November 14, 2012

    Top 3 data/events • Singapore – Export outlook is likely to remain murky • Malaysia – GDP growth was likely supported by the services sector • US – Energy-price drop probably tempered inflation in October • Market focus • Foreign inflows to A...

  • 05-Nov-12 – The lucky currency - Updated Sun November 4, 2012

    Top 3 data/events • Philippines – CPI inflation momentum was likely flat • Singapore – PMI likely improved but stayed in contractionary territory • United States – Strong sales imply better ISM non-manufacturing • Market focus • We expect the ...

  • 01-Nov-12 – The search for carry trades in EM - Updated Wed October 31, 2012

    Top 3 data/events • Singapore – Unemployment remains low • Uganda – Monetary policy easing to continue, with a 100bps rate cut expected • US – ISM set to improve, but progress remains slow • Market focus • QE3 continues to encourage foreign in...

  • 24-Oct-2012 – Defending South Africa’s rating - Updated Tue October 23, 2012

    Top 3 data/events • Singapore – Industrial production is likely to have been lacklustre • Philippines – We expect BSP to cut rates by 25bps on 25 October • US – After September’s FOMC fireworks, we see little spark in October • Market focus • ...

  • 22-Oct-12 – Peering over the fiscal cliff - Updated Sun October 21, 2012

    Top 3 data/events • Singapore – Sticky inflation • Taiwan – Industrial production to rebound on exports • Philippines – We are bullish on PHP bonds ahead of the BSP meeting • Market focus • US data is much improved, but the fiscal cliff will be...

  • 16-Oct-2012 – Bank of Thailand to hold this week - Updated Mon October 15, 2012

    Top 3 data/events • Singapore – Export outlook remains murky • Malaysia – Inflation in September was likely stable at 1.5% • UK – BoE minutes to indicate whether more QE is likely • Market focus • We expect the Bank of Thailand to keep rates o...

  • Singapore – MAS surprisingly maintains tight policy - Updated Fri October 12, 2012

    Event: The Monetary Authority of Singapore (MAS) surprised the market and decided to keep its monetary policy stance unchanged on 12 October. We estimate that the Singapore dollar nominal effective exchange rate (SGD NEER) policy band slope remains ...

  • 12-Oct-12 – The daily tug-of-war in CNY - Updated Thu October 11, 2012

    Top 3 data/events • Philippines – Remittance growth is steady but slowing • Singapore – Poor retail sales growth owing to a weak growth outlook • India – September inflation is expected at 7.6% • Market focus • China’s September and Q3 data li...

  • Singapore – Pay SGD 2Y IRS - Updated Tue October 9, 2012

    We expect the MAS to lower the slope of its policy band to 2% per annum from 3.25% on 12 October • USD-SGD 6M SOR is likely to rise on MAS’ changed FX stance; flows may also support a move higher • We recommend paying SGD 2Y IRS; current: 56.5bp...

  • 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...

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16-Apr – Food prices rise on weather and...

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 concerns have lifted food prices • Inventories...

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.