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  • Global Research: Top Weekly Reads – 22 – 28 May 2015 - Updated Fri May 29, 2015

    The following reports received the most reads from external clients, as per anonymous readership data, for the period from 22 to 28 May 2015. They are listed in descending order of most reads: Special Report – India – Modi’s first year: Targeting r...

  • Receive KRW 5Y, 5Y forward and flatten 2Y/10Y curve - Updated Fri May 29, 2015

    Receive KRW 5Y, 5Y forward, as supply and hedging pressure from MBS issuance are already priced in • Enter into KRW 2Y/10Y IRS flattener as the steepening is overdone and the curve should bull flatten • We also take profit on both 2Y/5Y IRS steepe...

  • China – Setback in May for SMEs - Updated Fri May 29, 2015

    The SME index fell to 58.2 in May, the second consecutive decline, on weaker current performance The pick-up in activity after the Lunar New Year lost steam on weak demand and destocking Credit conditions remain decent, but funding costs fell only...

  • Asia data previews – 29 May-5 June 2015 - Updated Fri May 29, 2015

    We expect RBI to cut policy rate by 25bps, and RBA to pause after cutting in May • Inflationary pressure is building in Indonesia, the Philippines, South Korea; we expect negative prints in Taiwan, Thailand • Exports from Malaysia and South Korea ...

  • 29-May – Korea – Mixed data and policy uncertainty - Updated Thu May 28, 2015

    Top 3 data/events • Indonesia – Inflation may have picked up in April • China – Manufacturing sector likely continued to face difficulty • Brazil – BCB likely to keep 50bps tightening pace in 3 June meeting • Market focus • Korea’s upcoming ...

  • SC FIRST – Position risk drives EM flow - Updated Thu May 28, 2015

    Factors driving global markets are reflected in the latest positioning data from SC FIRST • Flows to EM local bond markets have improved somewhat but are far from positive • Malaysia remains in favour relative to Indonesia and Thailand...

  • Global supply chains: New directions - Updated Thu May 28, 2015

    • The role of global supply chains (GSCs) in the global trade boom • Challenges to further GSC expansion • Reasons why we expect GSCs to continue to grow • The increasing role of services and horizontal trade in GSCs • Q&A ...

  • Nigeria – Hopes centre on democracy dividend - Updated Thu May 28, 2015

    Standard Chartered-MNI Business Sentiment Indicator rose 0.7% m/m to 61.4 in May • Current conditions were constrained by FX concerns and bank credit availability • However, expectations were more optimistic, reflecting an anticipated democracy di...

  • Philippines – BSP remains neutral despite slowdown - Updated Thu May 28, 2015

    GDP growth slowed to 5.2% y/y in Q1 (6.6% in Q4-2014); q/q growth was the slowest since Q1-2009 • BSP remains neutral, but is likely to turn dovish if inflation eases more than we expect • We expect inflation to slow further in Q2 and Q3 on base e...

  • Kenya – Future expectations faltered in May - Updated Thu May 28, 2015

    BSI was unchanged in May at 66.9, still consistent with robust growth • However, future expectations softened, as 13 of 15 indicators fell • May production rose and stayed close to series-highs, but new orders and export orders were down • CBK me...



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29-May – Korea – Mixed data and policy...

Top 3 data/events • Indonesia – Inflation may have picked up in April • China – Manufacturing sector likely continued to face difficulty • Brazil – BCB likely to keep 50bps tightening pace in 3 June meeting • Market focus • Korea’s upcoming economic data releases are likely to be...

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