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  • 24-Jul – The new safe havens: Aussie and kiwi - Updated Wed July 23, 2014

    Top 3 data/events • China – The start of QE? • Japan – June core inflation likely dipped slightly • Singapore – Industrial production likely rebounded in June • Market focus • AUD and NZD return dynamics have improved due to BoP flow chan...

  • 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...

  • 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...

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