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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...

  • 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...

  • 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...

  • 12-Nov-12 – ‘The best is yet to come’ - Updated Sun November 11, 2012

    Top 3 data/events • Philippines – Export growth was likely dismal in September • Euro area – Eurogroup under pressure to resolve Greek crisis • Taiwan – Don’t get too excited about TWD gains • Market focus • The multi-year USD downtrend vs. G...

  • 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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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.