Analysis and market intelligence on fixed income, forex and equities in Asia, EMEA and Latin America

China

China Articles
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Economy

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... 2010-02-16


Economy

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


Economy

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


More ARTICLES

Economy

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


Economy

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


Economy

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


Economy

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.

2009-10-27

Economy

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