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  • 20-Mar – Colombia's gain is other EMs' pain - Updated Wed March 19, 2014

    Top 3 data/events • China – Further heavy corporate FX selling in February • Malaysia – Inflation likely to remain on an uptrend • Mexico – Our MFCI still shows tight monetary conditions • Market focus • Colombia’s weight in EM bond indices w...

  • 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...

  • 09-Jan-13 – BoE and ECB keep status quo, for now - Updated Tue January 8, 2013

    Top 3 data/events • Indonesia – Bank Indonesia to keep the BI rate unchanged • Malaysia – Domestic demand likely supported industrial production • Philippines – Asian demand expected to have lifted export growth • Market focus • The ECB is lik...

  • 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...

  • 08-Jun-12 – You can does not mean you should - Updated Thu June 7, 2012

    Top 3 data/events • China – PBoC cuts interest rates by 25bps • Malaysia – Industrial production was weak in April • Mexico – Banxico is comfortably on hold • Market focus • Bernanke fully armed, but not firing • Fed stance remains essenti...

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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.