Analysis on Fixed Income, Fx & Equity Markets
Vietnam
Recent data has reinforced our view that consumer price inflation, at 8.5% y-o-y in February, could break into double digits as early as March. A prolonged delay by the authorities...
2010-03-08India
With the economic situation improving, at varying degrees, in most of Asia, we highlight five political risks that could delay or potentially derail an economic recovery. While most...
2010-02-24Bangladesh
We see growing risks from the increasingly confrontational tendencies in Bangladeshi politics, which could see a return to the political turmoil that preceded the declaration of emergency...
2010-02-22Bangladesh
We see growing risks from the increasingly confrontational tendencies in Bangladeshi politics, which could see a return to the political turmoil that preceded the declaration of emergency...
2010-02-22Sri Lanka
The increasing threat of Sri Lanka being suspended from the European Union's Generalised System of Preferences Plus (GSP+) framework of preferential trade tariffs constitutes an upside...
2010-02-17Sri Lanka
We are growing cautious towards Sri Lanka's Colombo All Share Index, with equities looking increasingly exposed to a significant downside correction. A weak monthly close in the context...
2010-02-16China
BMI View: After January's total loans came in much higher than expected, the People's Bank Of China (PBoC) announced on February 12 that it would hike banking sector reserve requirement...
2010-02-16Japan
BMI View: While Japanese real GDP growth surprised to the upside in the fourth quarter of 2009, the bigger picture still offers precious little scope for optimism. With public spending...
2010-02-15
