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  • 20-Sep – Risk on! - Updated Thu September 19, 2013

    Top 3 data/events • Singapore – Higher transport inflation risks in the coming months • Gold – Prices surge as the Fed delays QE tapering • Euro area – PMIs to reinforce that sentiment is still in recovery mode • Market focus • We think the EM...

  • 27-May – Is the ‘Abe trade’ running out of steam? - Updated Sun May 26, 2013

    Top 3 data/events • Singapore – Renminbi clearing services begin onshore • Australia – Weaker consumer sentiment makes a further cut more likely • Commodities − Gold struggles for direction; investor selling continues • Market focus • Declines...



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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.