Hong Kong
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
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: 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
While Hong Kong continues to experience robust economic growth, discontent among the masses continues to grow, with skyrocketing property prices playing a primordial role. A concoction...
2011-07-29Economy
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,...
2011-07-18Economy
The emerging Asian growth boom is beginning to show signs of succumbing to the stresses of high oil prices, higher interest rates, stronger currencies, and the supply chain disruptions...
2011-06-21
