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  • Malaysia – Meeting expectations - Updated Fri October 10, 2014

    Government delivers another budget underlining its fiscal consolidation goals • The budget is a mix of further fiscal consolidation aims, enhancing subsidy efficiency and development • We maintain our Neutral FX weighting on the MYR • Fiscal cons...

  • 03-Oct – NFPs: Another step towards a 2015 rate hike - Updated Thu October 2, 2014

    Top 3 data/events • India – The SIGMA signal is bullish for duration in October • Malaysia – 2015 Budget is likely to signal continued fiscal consolidation • Thailand – Additional fiscal measures to jump-start the economy • Market focus • Augu...

  • Searching for value in EM Asia fixed income markets - Updated Fri September 19, 2014

    We see the recent pull-back as an opportunity to selectively buy into EM; we expect Asia to outperform • Within high-yield Asia, we favour IDR over INR bond markets on improving fundamentals and asset rotation • Within low-yield Asia, we favour TH...

  • 17-Sep – Expectations for FOMC: Too far too fast? - Updated Tue September 16, 2014

    Top 3 data/events • Malaysia – We expect another 25bps hike • Euro area – We expect September TLTRO take-up of EUR 125-150bn • Ghana – BoG likely to pause tightening cycle at September MPC • Market focus • FOMC meeting: A moderately more hawki...

  • 16-Sep – UK faces an eventful week - Updated Mon September 15, 2014

    Top 3 data/events • Malaysia – Inflation likely remained stable in August • Singapore – NODX growth was likely helped by favourable base effect • Thailand – BoT likely to keep policy rate on hold for the rest of the year • Market focus • The ...

  • 04-Sep – A hedge for ECB disappointment - Updated Wed September 3, 2014

    Top 3 data/events • Malaysia – July exports likely remained strong • Philippines – Inflationary pressures likely persisted in August • Taiwan – Local producers may pass on rising costs to consumers • Market focus • Expectations and short EUR p...

  • 14-Aug – China’s July stumble - Updated Wed August 13, 2014

    Top 3 data/events • Malaysia – GDP growth likely remained robust in Q2 • Taiwan – The government will likely raise its 2014 growth forecast • Hong Kong – Heeding the warning of a Q2 GDP disappointment • Market focus • IP growth moderated to 9....

  • 08-Aug – CNY strengthens amid improving growth - Updated Thu August 7, 2014

    Top 3 data/events • Japan – Pension-fund reforms are likely to support USD-JPY • Singapore – We expect a slight upward revision to Q2 GDP growth • Malaysia – Industrial production likely consolidated in June • Market focus • China’s growth is ...

  • 15-Jul – What lurks beneath in China - Updated Mon July 14, 2014

    Top 3 data/events • Malaysia – Inflation likely remained stable in June • India – The SIGMA signal turns bullish for duration in July • Chile – Time to cut • Market focus • With housing in recession and credit growth slowing, China’s recovery ...

  • 09-Jul – BoK: On hold, awaiting more data - Updated Tue July 8, 2014

    Top 3 data/events • China – Trade surplus expected to have rebounded • BNM and BI – BNM likely to hike rates; BI likely to keep them on hold • India – A budget beyond numbers • Market focus • We expect the BoK to keep the base rate at 2.50% in...



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17-Mar – Further SSA currency weakness likely

Top 3 data/events • Japan – Trade data likely disappointed in February • Malaysia – We expect inflation to have slowed further in February • UK – We expect unanimous MPC and robust labour-market data • Market focus • USD-NGN is likely to adjust to a higher equilibrium later this...

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.