China

The sovereign credit profile in Latin America has deteriorated markedly since the last edition of our proprietary risk ratings, to the point where the region's creditworthiness is... 2008-11-13

While we remain bearish commodities over the medium term, commodity markets may be in for some consolidation, and potential upside in the very short term. Although the global macroeconomic... 2008-11-10

The Asia-Pacific region will face some stern tests in 2008-10. While we believe that the rise of Asia arguably represents the most significant shift in wealth in five hundred years... 2008-10-31

The government's decision to restructure Agricultural Bank of China (ABC) - the last of its four state-owned major banks - in order to pave the way for its eventual public listing... 2008-10-22

With economic growth slowing more sharply than anticipated in Q308, we have been forced to revise down our 2008 and 2009 growth forecasts, from 10.1% and 9.7%, respectively, to 9.6%... 2008-10-21

Three-month aluminium has come off by approximately 35% since peaking in July, and looks set for further losses. The metal is curently trading at US$2,136/tonne, recently breaking... 2008-10-21

The spread of spot CNY over 12-month CNY non-deliverable forwards (NDFs) - a leading indicator of investor sentiment towards the Chinese yuan - has narrowed sharply since reaching... 2008-10-17

Although we currently retain a reasonably sanguine outlook for the Chinese economy, forecasting real GDP growth of 10.1% in 2008 and 9.7% in 2009, we recognise that downside risks... 2008-10-16

Following another day of very sharp losses on Thursday, we are reiterating key downside levels for several Asian stock markets. While we do not preclude short-term bounces, the overall... 2008-10-16

BMI View: In view of the sharp falls in Asian currencies lately, we have been forced to re-assess our end-2008 and even end-2009 forecasts. We see further declines in the short term.... 2008-09-18