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  • 26-Mar – In the steady hands of the CBC - Updated Tue March 25, 2014

    Top 3 data/events • Japan – Bad weather likely weighed on February data • Philippines – BSP is likely to keep policy unchanged in March • South Africa – MPC seen on hold at March meeting; risks are building • Market focus • Expect the CBC to k...

  • 27-Nov – Fine-tuning our G10 FX and Africa forecasts - Updated Tue November 26, 2013

    Top 3 data/events • Philippines – GDP growth likely remained robust in Q3 • Africa – Adjusting some of our FX and rates forecasts • Brazil – COPOM to deliver another 50bps hike; minutes are in focus • Market focus • We are adjusting selected ...

  • 23-Jan-13 – Revised AXJ FX forecasts, weightings - Updated Tue January 22, 2013

    Top 3 data/events • Philippines – We expect no changes to the policy rate • South Korea – We envisage a mild recovery in Q4 GDP growth • South Africa – SARB MPC seen on hold, CPI to be closely watched • Market focus • We lower modestly our US...

  • 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 • ...

  • 24-Sep-12 – Mixed beneficiaries of QE3 in Africa - Updated Sun September 23, 2012

    Top 3 data/events • Philippines –Trade balance to benefit from export growth • Hong Kong – August exports unlikely to show any signs of recovery • Brazil – Focus on data ahead of key October COPOM meeting • Market focus • Higher-yielding marke...



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Trade idea

26-Mar – In the steady hands of the CBC

Top 3 data/events • Japan – Bad weather likely weighed on February data • Philippines – BSP is likely to keep policy unchanged in March • South Africa – MPC seen on hold at March meeting; risks are building • Market focus • Expect the CBC to keep the benchmark policy re-discount rate on...

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.