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  • 14-Dec-12 – Top FX trades for 2013 - Updated Thu December 13, 2012

    Key events and data • India – RBI likely to wait for inflation to decline • Japan – The LDP looks set to return to power • Singapore – Marginal improvements expected for November NODX • Market focus • We expect a stronger and volatile H1-2013...

  • 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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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.