China

BMI View: Consensus opinion is slowly starting to move closer towards our downbeat assessment of China's macro and market outlook in H210 and 2011. This convergence will undoubtedly... 2010-06-08

With the US-China Strategic and Economic Dialogue scheduled for May 24- 25 in Beijing, the markets still appear to be expecting some form of agreement on yuan appreciation. However,... 2010-05-19

BMI View: One of our key regional market strategies for 2010 has been Chinese underperformance relative to Asian (and EM) assets as a whole. We believe that this dynamic, which has... 2010-04-26

BMI View: Back in May 2009, BMI suggested that the story of 'Three Asias' - that of China and India, the domestic demand-driven economies and the trade-dependent states - would dictate... 2010-03-30

BMI View: While emerging Asia's policymakers are unlikely to adopt a common timetable to monetary stimulus withdrawal, we continue to see a gradual normalisation of interest rates... 2010-03-22

Underpinned by a dynamic macro recovery and, more generally, positive EM sentiment, Indian stocks are on the march. The benchmark Sensex index pushed 1.3% higher to trade at 17,383... 2010-03-16

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