Analysis on Fixed Income, Fx & Equity Markets

Falling investment and retail sales figures add to the already convincing evidence of a continued slump in domestic demand depressing South Korean GDP growth. Fiscal and monetary... 2008-11-17

Taiwan's vulnerability to the global economic slowdown is beyond dispute, with exports constituting some two-thirds the economy and the cyclically jumpy electronics sector playing... 2008-11-17

Foreign portfolio investments in the Philippines registered a net outflow for the second month running as increased risk aversion amid the global financial crisis led to investors... 2008-11-14

Broadly in line with our view (see Interest Rate Hike In The Offing, November 11), the State Bank of Pakistan (SBP) yesterday lifted its benchmark interest rate by 200bps (the largest... 2008-11-13

BMI View: We now see increasing risks for small business as Korean banks curtail their lending on the back of tighter liquidity conditions and increasing risks of defaults. We believe... 2008-11-11

In a not entirely surprising move, the Central Bank of the Republic of China (CBRC) on October 9 announced another inter-meeting cut in interest rates, less than two weeks after its... 2008-11-10

October trade data have brought little ground for optimism for the heavily export-dependent Taiwanese economy, with demand in key markets continuing to wilt. Export growth registered... 2008-11-07

Pakistan is undoubtedly approaching the end of the road as far as shopping around for the best bail-out deal is concerned. Although the government has been hoping that the 'Friends... 2008-11-06

Annual consumer price growth decelerated for a second consecutive month in October, to 11.2% y-o-y from a revised 11.8% in September, underscoring our view that inflation has now... 2008-11-05

Yesterday's comforting inflation figures have reaffirmed our expectations of an interest rate cut by the Bank of Thailand when it next meets on December 3, or possibly before. The... 2008-11-04