Asia
Bangladesh / Finance
Our view of the Shanghai Industrials Index outperforming the Hang Seng Financials Index is up 3.4% over the past week. With the A-Shares market breaking out of support, and the H-Shares market facing overhead resistance, we expect Industrials outperformance to accelerate over the coming weeks.
2013-05-21Bangladesh / Finance
Japanese bond yields are surging and we believe that much higher yields are to come. We remain bearish on 10-year JGBs and are up 19 basis points on this view so far.
2013-05-20Bangladesh / Finance
We are re-entering our view of the Shanghai Industrials Index to outperform Hang-Seng Financials Index (H-Fin). We held this view in April but decided to cut our losses as the financials...
2013-05-14Analysis on Fixed Income, Fx & Equity Markets
Bangladesh
Our view of the Shanghai Industrials Index outperforming the Hang Seng Financials Index is up 3.4% over the past week. With the A-Shares market breaking out of support, and the H-Shares...
2013-05-21Bangladesh
Japanese bond yields are surging and we believe that much higher yields are to come. We remain bearish on 10-year JGBs and are up 19 basis points on this view so far.
2013-05-20Bangladesh
We are re-entering our view of the Shanghai Industrials Index to outperform Hang-Seng Financials Index (H-Fin). We held this view in April but decided to cut our losses as the financials...
2013-05-14Bangladesh
Japanese bonds are posting what appears to be a major reversal pattern, suggesting that much higher yields are to come. We remain bearish on 10-year JGBs and are up 11 basis points...
2013-05-13Bangladesh
BMI View: Asia's external creditworthiness remains structurally sound, but growing macro stresses - including the likelihood of recession in several countries - have caused some cyclical...
2012-01-12Bangladesh
Since our latest Sovereign Risk Ratings update for Asia, we observe a slight deterioration in the fiscal positions of a number of countries, which has helped reduce the regional average...
2011-06-23Bangladesh
BMI View: We continue to see few risks to Asian external creditworthiness over the medium term as stable fiscal and current account positions keep sovereign debt supply subdued. However,...
2010-09-09BMI View: Our core macro scenario for 2011 - specifically, a China-induced regional slowdown- is unlikely to derail Asia's sovereign creditworthiness too severely. While we expect some...
2010-06-17Japan
After weakening by 18% over the past five months against the US dollar, the Japanese yen's real effective exchange rate (REER) is now back in the bottom fifth percentile of valuations...
2013-02-08India
One of our major FX calls in H212 has been for a strong comeback in the Indian rupee, and the currency has duly delivered in recent weeks, climbing 6.7% against the US dollar since...
2012-10-03India
Despite a lack of bullish divergence on the relative strength index, the Indian rupee should enjoy a decent bounce against the US dollar given the currency's deeply-oversold nature...
2012-01-18Indonesia
We hold a bearish view on the IDR over the short term. Although Bank Indonesia (BI) has been intervening heavily of late in order to maintain the IDR9,000/US$ level, we do not believe...
2011-12-08
