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  • 01-Apr – UST volatility and EM catch-up - Updated Mon March 31, 2014

    Top 3 data/events • Singapore – We expect the PMI to remain above the 50 threshold • Europe – New offshore Renminbi centres set to get a boost • US – ISM data is likely to thaw gradually • Market focus • The sharp fall in UST implied volatili...

  • Asia Focus – Clearing skies - Updated Wed October 9, 2013

    We see growth improving across the region, despite recent financial-market distress. Fretting over the growth outlook because of portfolio outflows is missing the point, in our view. We think more optimism is in order, as simultaneous growth in majo...

  • 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...

  • 22-Jan-13 – Asian inflation remains tolerable - Updated Mon January 21, 2013

    Top 3 data/events • Singapore/Thailand – Target on short SGD-THB extended • Taiwan – Strong IP likely boosted Q4-2012 GDP • UK – PM Cameron to seek ‘fresh consent’ on EU relationship • Market focus • Asian inflation remains tolerable for now ...

  • 03-Jan-13 – Cliff-hanger, the sequel - Updated Wed January 2, 2013

    Top 3 data/events • Japan – Domestic investors likely stepped up foreign bond purchases • Philippines – CPI inflation momentum probably accelerated • Singapore – PMI likely to reflect subdued sentiment • Market focus • The US avoided the fisca...

  • 25-Jun-12 – Moody’s ups the heat on Europe - Updated Sun June 24, 2012

    Top 3 data/events • Singapore – Base effect to prop up otherwise lacklustre production • Philippines – Trade deficit likely narrowed thanks to export growth • Hong Kong – Gauging the strength of external headwinds • Market focus • The Moody’s...

  • 16-May-12 – Under pressure - Updated Tue May 15, 2012

    Top 3 data/events • Japan – Q1 GDP likely improved, but not by much • Singapore – Q1 GDP likely to be revised up from earlier estimate • US – FOMC minutes to shine a light on the chances for further QE Market focus • The sell-off in IDR governm...

  • 15-May-12 – Relative value in Asia - Updated Mon May 14, 2012

    Top 3 data/events • Japan – A contraction in machinery orders is likely • UK – BoE’s Inflation Report to provide insight into the possibility of further QE • US – Consumer spending continues to expand Market focus • Asian bonds have underperfo...

  • 25-Apr-12 – FOMC to hold firm - Updated Tue April 24, 2012

    Top 3 key events and data • New Zealand – Rates to remain on hold • Singapore – March industrial production likely to have fallen into negative territory • South Korea – Q1 GDP likely to have accelerated on a q/q basis Market focus • Bernanke i...



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01-Apr – UST volatility and EM catch-up

Top 3 data/events • Singapore – We expect the PMI to remain above the 50 threshold • Europe – New offshore Renminbi centres set to get a boost • US – ISM data is likely to thaw gradually • Market focus • The sharp fall in UST implied volatility should support carry currencies near-term...

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.