Analysis on Fixed Income, Fx & Equity Markets

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

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

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

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

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,... 2011-11-09

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... 2011-09-14

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... 2011-09-07

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

BMI View: The latest round of PMI data lend weight to our call for a significant manufacturing slowdown across Asia in H211 and 2012. Moreover, the steep plunge in Taiwan's PMI print... 2011-08-01

While Hong Kong continues to experience robust economic growth, discontent among the masses continues to grow, with skyrocketing property prices playing a primordial role. A concoction... 2011-07-29