Hong Kong
Economy
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...
2010-06-08Economy
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...
2010-03-30Economy
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...
2010-02-08Economy
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...
2010-01-28Economy
BMI View: Recent suggestions that Asian economies are 'decoupling' from the US are misplaced. Asia is indeed bouncing back, but this reflects massive fiscal and monetary stimulus...
2009-08-25Economy
Several Asian equity indices are approaching key resistance levels, having rallied strongly over the last few days on the back of better than expected earnings from
2009-07-16Finance
In line with our view, regional stock markets have witnessed a retracement from overbought territory in recent trading sessions as they return to trendline support. However, there...
2009-06-17Economy
BMI View: Hong Kong's newly unveiled budget appears vague and may not be aggressive enough in the current economic downturn. With recent export and GDP numbers confirming a highly...
2009-02-26




