Malaysia
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
We continue to favour Asia FX outperformance, both on a technical and fundamental basis, and several currencies are looking particularly attractive against the US dollar this morning....
2010-03-29Economy
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...
2010-03-22Economy
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
With the US dollar firmly on the ropes, Asian FX are looking red-hot, with several currencies on course to launch an assault on key areas of technical resistance. For some time, BMI's...
2009-09-16Economy
BMI View: We hold to our view that sukuk issuance will recover in line with other global corporate finance markets in 2010 as risk appetite increases, assuming the Nakheel sukuk is...
2009-09-01Economy
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...
2009-08-25




