Global Issues
Malaysia / Economy
Rapidly rising inflation and a swiftly deteriorating political climate pose significant downside risks to Malaysian equities and the MYR over the medium term. We caution that both asset classes - which to date have held up relatively well - now look set for a period of weakness, as price growth takes off and Prime Minister Abdullah Ahmad Badawi comes increasingly close to a premature...
2008-06-19Brazil / Economy
Since President Luiz Inácio Lula da Silva took office in 2003, the Brazilian real has shown few signs of weakening. As the real continues to take out key target levels, now hovering...
2008-06-18Economy
From a technical perspective, the recent break of resistance suggests that soy prices could be headed for a run towards the March highs of 1,600 US cents per bushel (USc/Bsh). The...
2008-06-06Analysis On Fixed Income, Fx & Equity Markets
Malaysia
Rapidly rising inflation and a swiftly deteriorating political climate pose significant downside risks to Malaysian equities and the MYR over the medium term. We caution that both...
2008-06-19Brazil
Since President Luiz Inácio Lula da Silva took office in 2003, the Brazilian real has shown few signs of weakening. As the real continues to take out key target levels, now hovering...
2008-06-18From a technical perspective, the recent break of resistance suggests that soy prices could be headed for a run towards the March highs of 1,600 US cents per bushel (USc/Bsh). The...
2008-06-06Yesterday we spoke of the medium-term potential for oil prices to fall, in line with our core view of a dollar revival versus the euro. Mr Trichet's hawkish monetary policy rhetoric...
2008-06-06BMI's proprietary sovereign risk rating index, which we are launching today, has been more than a year in development, during which time, as readers will be well aware, we have frequently...
2006-03-10United States
The US dollar may soon test the all-time low of US$1.6018/EUR versus the euro, propelled by a weak domestic economic outlook and diverging interest rate expectations with the eurozone....
2008-05-22United States
Since our January 4 article Dollar Feels The Heat, the greenback has succumbed to further weakness against the euro, as predicted. The European currency has gathered upward momentum...
2006-01-25Japan
The currency had already priced in a Koizumi victory, meaning that post-election gains were very limited. In addition, the US dollar has rebounded as fears about Hurricane Katrina...
2005-10-06United States
The euro has fallen from resistance at US$1.2600/EUR over the past month and broken through key support in the US$1.2200/EUR region, as the market focuses on growth and interest rate...
2005-10-04Over the past year we have been increasingly highlighting the strong real GDP growth rates of frontier markets, and their rising level of integration with the global economy. This...
2007-11-30Some good news for investors looking for signs of an end to this summer's turmoil. All six of ABN AMRO Asset Management 's Global Asset Opportunities Fund 's models, spanning commodities,...
2007-11-06This summer has not been kind to many fund groups. In July and August, hedge funds of all strategies made average negative returns of -1.53%, as measured by the Credit Suisse Tremont...
2007-11-06Merrill Lynch 's monthly fund manager survey has revealed the highest asset allocations to emerging markets among global fund managers since April 2004. According to the latest poll...
2007-10-22
