Non-farm payrolls rose 223,000; March reading was lowered to 85,000; unemployment rate fell to 5.4%
• A June Fed rate hike seems even more unlikely; we maintain our September rate-hike view
• Recent payroll growth deceleration raises the question ...
The following reports received the most reads from clients, as per readership data, for the period from 1 to 7 May 2015. They are listed in descending order of most reads:
ACT – CAR Inc. and Geely – Racing on
CLP – We move to Overweight from Neutr...
The Conservatives have exceeded expectations and have enough seats to form a government
Election jitters have slowed growth; uncertainty may persist over an EU vote and Scottish independence
The initial GBP rally, which may extend near-term, is vu...
China growth likely softened further in April, while inflation remained subdued
• We expect the central banks of the Philippines and South Korea to keep policy rates on hold
• IP growth in Malaysia probably eased in March; private consumption like...
Event: With 539 constituencies having declared, the Conservative Party has significantly outperformed, winning 246 seats and gaining 19 seats in these constituencies compared with the 2010 election. This net gain would imply 325 seats if the Conserv...
Top 3 data/events
• India –The SIGMA signal is bearish; we remain Positive on IGBs
• Sri Lanka – CBSL is likely to keep rates on hold in May
• China – Inflation likely remained subdued in April
• Market focus
• Expectations for a breakthrough ...
• The headline Standard Chartered-Premise Consumer Price Tracker rises 0.8% m/m in April
• This signals an acceleration from the 0.4% and 0.6% increases in February and March, respectively
• Our conversations with Nigerian FMCG companies suggest t...
We lower our 2015 GDP growth forecast to 4.1% to reflect weaker-than-expected exports and consumption
• BoT may take further steps to support the export sector
• We maintain our Positive outlook on THB bonds; we recommend holding long 5Y THB bonds...
How PRD manufacturers are coping with challenges including labour shortage and wage pressure
• What this means for the broader China economy
• Why ASEAN can become the next PRD
Korean corporates are bullish on the Indian economy but have yet to see the benefits of regime change
• They are positive on the INR over the long run and sceptical about potential economic gains from a weak INR policy
• A strong KRW relative to t...
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Top 3 data/events
• Singapore - Manufacturing sector likely remained lacklustre in April
• Philippines – Trade deficit likely narrowed on stronger export growth
• US – April a temporary hiatus in an otherwise weak durables trend
• Market focus
• This week will be key if Greece is to...
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.
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