China

Despite a substantial market correction in recent weeks, we continue to hold a broadly bearish stance towards Asian equity markets, with many key indices across the region making... 2010-02-08

Although the global financial crisis has abated, and Asia's recovery story to date has more than exceeded expectations, we believe that little has changed in terms of the structure... 2010-01-28

While we had not been pencilling in another rate hike this year, the Reserve Bank Of Australia (RBA)'s decision to raise its policy rate by 25bps for a third consecutive month to... 2009-12-01

BMI View: Industrial output in India has bounced back strongly, recording growth of 9.1% y-o-y in September, aided in no small part by an impressive expansion of capital goods production.... 2009-11-13

Asian financial markets have finished on a strong footing this week, with both equities and FX recouping late October's losses. For example, the chart below shows China's Shanghai... 2009-11-06

In line with our global concerns, we are wary of Asia's bellwether equity markets rolling over. Below, we highlight some key short-term support levels to watch out for.

Despite the recent gains in Asia FX, we doubt that the Chinese government is in any rush to revalue the yuan. As we continue to highlight, exports remain the missing link in China's... 2009-09-23