Malaysia
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
BMI View: Asia's external creditworthiness remains structurally sound, but growing macro stresses - including the likelihood of recession in several countries - have caused some cyclical...
2012-01-12Economy
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
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
Our theme of slower growth and disinflation across Asia in H211 and 2012 suggests significant value in the region's fixed-income markets. Our long-held bullish view on Australian debt...
2011-07-12Economy
Since our latest Sovereign Risk Ratings update for Asia, we observe a slight deterioration in the fiscal positions of a number of countries, which has helped reduce the regional average...
2011-06-23Economy
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
