Analysis and market intelligence on fixed income, forex and equities in Asia, EMEA and Latin America

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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... 2012-01-17


Economy

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... 2011-12-06


Finance

The bull-run in Asia FX versus the US dollar could be on course for a breather. A tell-tale sign of this is the rather uninspiring performance of the Singapore dollar of late, which... 2011-09-07


More ARTICLES

Economy

Even with its mammoth external surpluses, the Singapore dollar has come a long way against the greenback in 2011, and a corrective period looks in order. We would not be surprised to... 2011-08-03


Economy

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... 2011-08-01


Economy

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... 2011-07-21


Economy

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,... 2011-07-18


Economy

BMI View: Advance estimates point to a sobering performance for the Singaporean economy in Q211, with real GDP growth contracting by 7.8% on an annualised sequential basis. While the... 2011-07-14