Analysis 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...
2010-06-16Australia
BMI View: Consensus opinion is slowly starting to move closer towards our downbeat assessment of China's macro and market outlook in H210 and 2011. This convergence will undoubtedly...
2010-06-08Japan
BMI View: Japan's new premier, Naoto Kan, faces colossal economic challenges, which will take years, possibly even decades, to resolve. In the near term, we see increased risks to...
2010-06-04Sri Lanka
We still expect the Central Bank of Sri Lanka to begin hiking rates by the end of the year, in spite of consumer price inflation falling to a six-month low of 5.3% y-o-y in May. With...
2010-06-03Australia
The Oceanic currencies are firmly on the ropes, and key downside breaks in US$/AUD and US$/NZD appear to play into our long-held bearishness on both currency pairs. Regular readers...
2010-05-19
