Asia
Japan / Economy
Despite a further extension to the Bank of Japan (BoJ)'s monetary easing efforts, we believe that global deflationary concerns and dampening risk sentiment will continue to support the Japanese yen over the coming months. However, with the long JPY trade starting to look crowded and the currency's technicals rolling over, a renewed appreciatory surge also appears unlikely.
2010-08-31China / Economy
Since the People's Bank of China announced it would allow greater yuan flexibility back in June, allowing more two-way trade, we have seen just that. The CNY/US$ rate strengthened from...
2010-08-26Sri Lanka / Economy
In line with our expectations, the Sri Lankan rupee has edged steadily upwards in 2010 on the back of a stronger external balance sheet, fiscal improvements, and solid economic recovery...
2010-08-02Analysis on Fixed Income, Fx & Equity Markets
Japan
BMI View: Following the ruling Democratic Party of Japan (DPJ)'s poor showing in the July 11 Upper House elections, the outlook for the Japanese economy has gone from (very) bad to...
2010-07-12Sri Lanka
We expect President Mahinda Rajapaksa to remain unfazed by Western concerns about his human rights record. Indeed, with China and India committing investment funds, Rajapaksa has grown...
2010-07-08Sri Lanka
We believe the suspension of preferential trade tariffs by the European Union underlines the growing risks to Sri Lanka's balance of payments position. With domestic demand roaring...
2010-07-07Sri Lanka
We maintain our forecast that the Central Bank of Sri Lanka (CBSL) will begin its tightening cycle in Q410 as credit conditions turn increasingly inflationary. We are forecasting the...
2010-06-16BMI 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...
2010-06-17Since the last edition of BMI 's emerging Asia sovereign risk ratings (see 'Upgrades All Round… Now Comes The Hard Part', December 14), consensus belief in the strength and sustainability...
2010-02-11As we head into the new year (and new decade, for that matter), there can be little denying that the speed and strength of Asia's emergence from the depths of the global recession...
2009-12-10Bangladesh
As we progress through Q2 2009, it is evident that our Sovereign Risk Ratings for Asian economies are bottoming out. True, four countries have seen their total scores slide further...
2009-05-15Japan
Despite a further extension to the Bank of Japan (BoJ)'s monetary easing efforts, we believe that global deflationary concerns and dampening risk sentiment will continue to support...
2010-08-31China
Since the People's Bank of China announced it would allow greater yuan flexibility back in June, allowing more two-way trade, we have seen just that. The CNY/US$ rate strengthened from...
2010-08-26Sri Lanka
In line with our expectations, the Sri Lankan rupee has edged steadily upwards in 2010 on the back of a stronger external balance sheet, fiscal improvements, and solid economic recovery...
2010-08-02Indonesia
Concerns over the sovereign debt situation in the eurozone have sparked a renewed wave of risk aversion and we believe that the Indonesian rupiah is unlikely to be let off the hook....
2010-05-20
