Thailand

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

We continue to expect Australian 10-year sovereign bonds to outperform their New Zealand counterparts, due to superior valuations and bullish technicals. We are currently up 8 basis... 2013-05-05

We have decided to dip our toes back into Indian infrastructure equities. Though not without risks, a combination of favourable technicals, attractive valuations, and improving fundamentals... 2013-05-03

We closed out of our 'Shanghai Industrials over Hang Seng Financials' view at a loss of 2.8% on April 26 due to our belief that Chinese banks are set to undergo a strong technical bounce.... 2013-04-30

We entered a bullish view on Australian 10-year bonds versus New Zealand 10-year bonds on April 26, due to the former's still-attractive valuations and bullish technical pattern relative... 2013-04-29

Broadly speaking, we are neutral towards the region's benchmark equity indices at present. Both offshore and onshore Chinese equities are likely due a technical bounce, but we continue... 2013-04-23