Analysis and market intelligence on fixed income, forex and equities in Asia, EMEA and Latin America

Asia


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Australia / Economy

Japan officially ran its first annual trade deficit since 1980 last year, according to finance ministry data. The country's merchandise trade shortfall came in at a provisional JPY2.49trn in 2011 - a remarkable turnaround from the JPY6.63trn surplus clocked in the previous calendar year - and the key question for investors going forward is whether the trend of trade deficits is... 2012-01-25


India / Economy

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... 2012-01-18


Australia / Economy

Our long-held view of region-wide disinflation is now well underway, and it appears only a matter of time before Asia's central bankers turn to monetary easing in a bid to support... 2012-01-17


Analysis on Fixed Income, Fx & Equity Markets

Australia

Japan officially ran its first annual trade deficit since 1980 last year, according to finance ministry data. The country's merchandise trade shortfall came in at a provisional JPY2.49trn... 2012-01-25


Australia

Our long-held view of region-wide disinflation is now well underway, and it appears only a matter of time before Asia's central bankers turn to monetary easing in a bid to support... 2012-01-17


Bangladesh

Leading indicators across emerging Asia are signalling a much deeper economic slowdown, if not an outright contraction, in the coming quarters. The lack of fiscal and monetary levers... 2011-12-06


Japan

Less than a fortnight ago, with eurozone credit concerns reaching fever pitch, we thought it necessary to remind readers of Japan's perilous sovereign debt outlook

2011-11-28
BMI Sovereign Ratings

Bangladesh

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... 2012-01-12


Bangladesh

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... 2011-06-23


Bangladesh

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,... 2010-09-09


BMI 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... 2010-06-17

Currency Forecasts

India

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... 2012-01-18


Indonesia

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


India

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... 2011-09-28


Thailand

The Thai baht's recent attempt to surpass its previous peak of THB29.50/US$ was interrupted by a sharp selloff across global risk assets. Following an impressive run in July where the... 2011-08-18