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  • 23-Oct – South Korea: Real growth is a concern - Updated Wed October 22, 2014

    Top 3 data/events • Philippines – Trade deficit likely widened in August • Singapore – IP growth was likely positive in September • Vietnam – Inflation has likely eased further in October • Market focus • South Korea’s GDP likely grew 3.2% ...

  • 14-Oct – BoK likely to hold and wait - Updated Mon October 13, 2014

    Top 3 data/events China – Inflationary pressure likely remained subdued Philippines – Global influences weigh on remittance growth UK – Unemployment likely continued trending lower in August Market focus We expect the BoK to keep the base rat...

  • 30-Jul – China eases more - Updated Tue July 29, 2014

    Top 3 data/events • Thailand – Current account was likely in surplus in June • Philippines – We expect BSP to hike policy rates on 31 July • Euro area – CPI likely to slow, unemployment to stay unchanged • Market focus • Growing evidence that...

  • 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...

  • 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...

  • 12-Aug – Early green shoots in China - Updated Sun August 11, 2013

    Top 3 data/events • Philippines – External demand likely improved in June • Euro area – Positive IP growth in June thanks to Germany • India – The wait is not yet over for the INR • Market focus • Official data suggest growth improved in July,...

  • 24-Jun – CNY re-peg amid capital-market volatility - Updated Sun June 23, 2013

    Top 3 data/events • Vietnam – Investment and consumption likely supported Q2 GDP • Philippines – Disappointing exports likely widened trade deficit further • Hong Kong – Fragile external backdrop to weigh on trade recovery • Market focus • Nor...

  • 12-Apr – China consolidated in Q1 - Updated Thu April 11, 2013

    Top 3 data/events • Singapore – Likely market reaction on possible MAS announcements • Philippines – Remittance growth likely remained robust in February • US – March’s retail sales to feel the pinch of the fiscal drag • Market focus • We expe...

  • Asia Focus - Transforming, rebalancing, outperforming - Updated Wed March 13, 2013

    • The global economy is recovering, despite the weakness in the West. It will be difficult for the US to achieve more than 2% GDP growth this year; fiscal tightening and policy uncertainty will cast shadows on the turnaround in the housing and energ...

  • 13-Mar – CNY needs a better fix – not a wider band - Updated Tue March 12, 2013

    Top 3 data/events • Philippines – Policy rate to remain on hold for at least H1-2013 • South Korea – BoK is likely to keep the policy rate on hold • EU – Call for compromise to conclude European Semester first phase • Market focus • China’s N...



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