China
Economy
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...
2012-01-17Economy
BMI View: Asia's external creditworthiness remains structurally sound, but growing macro stresses - including the likelihood of recession in several countries - have caused some cyclical...
2012-01-12Economy
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...
2011-12-06Economy
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,...
2011-11-09Economy
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...
2011-09-14Economy
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...
2011-08-01Economy
We believe that AUD/NZD may be due a reversal, having moved aggressively in the kiwi's favour over the past three months. Technically, the sell-off appears to have lost steam, with...
2011-07-21Economy
BMI View: We maintain a defensive strategy towards EM Asia equity markets in H211, preferring non-cyclical over cyclical stocks. As expectations for the regional economy are toned down,...
2011-07-18
