South Korea

Japanese bond yields are surging and we believe that much higher yields are to come. We remain bearish on 10-year JGBs and are up 19 basis points on this view so far.

We are re-entering our view of the Shanghai Industrials Index to outperform Hang-Seng Financials Index (H-Fin). We held this view in April but decided to cut our losses as the financials... 2013-05-14

Japanese bonds are posting what appears to be a major reversal pattern, suggesting that much higher yields are to come. We remain bearish on 10-year JGBs and are up 11 basis points... 2013-05-13

We have entered a bullish 'MSCI Malaysia Over MSCI South East Asia' view into our asset class strategy today, on our belief that the country's equities should regain momentum now that... 2013-05-06

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

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... 2012-01-12

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