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...
2012-01-25Australia
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...
2012-01-17Bangladesh
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...
2011-12-06Japan
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
2011-11-28Angola
BMI View: China's rise presents both threats and opportunities for Africa. Although trade statistics suggest the relationship is dominated by China's hunger for natural resources,...
2011-11-09China
BMI View: China's economic growth story has rapidly turned from one underpinned by productivity gains to one engineered by inflationary monetary and fiscal policies, and the quality...
2011-09-14Australia
The bull-run in Asia FX versus the US dollar could be on course for a breather. A tell-tale sign of this is the rather uninspiring performance of the Singapore dollar of late, which...
2011-09-07India
BMI View: With domestic and external factors continuing to deteriorate, India's growth downturn will be deeper and more drawn out that previously anticipated. We have revised down our...
2011-08-10
