Analysis 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
We have entered a bullish 'MSCI Malaysia Over MSCI South East Asia' view into our asset class strategy today, on our belief that the country's equities should regain momentum now that...
2013-05-06China
We continue to expect Australian 10-year sovereign bonds to outperform their New Zealand counterparts, due to superior valuations and bullish technicals. We are currently up 8 basis...
2013-05-05China
We have decided to dip our toes back into Indian infrastructure equities. Though not without risks, a combination of favourable technicals, attractive valuations, and improving fundamentals...
2013-05-03China
We closed out of our 'Shanghai Industrials over Hang Seng Financials' view at a loss of 2.8% on April 26 due to our belief that Chinese banks are set to undergo a strong technical bounce....
2013-04-30
