Asia
Myanmar / Economy
The election laws announced by the State Peace and Development Council regime on March 9 have confirmed our expectations that the military junta aims to stay in power following elections to be held in H210. However, the transfer of state assets to business interests affiliated with top generals indicates that a gradual transition towards more democratic rule may be underway.
2010-03-11Vietnam / Economy
Recent data has reinforced our view that consumer price inflation, at 8.5% y-o-y in February, could break into double digits as early as March. A prolonged delay by the authorities...
2010-03-08South Korea / Economy
On a fundamental basis, the KRW has a lot going for it. However, we believe that the appreciatory bias suggested by South Korea's attractive fundamental picture will be tapered by...
2010-03-03Analysis on Fixed Income, Fx & Equity Markets
Myanmar
The election laws announced by the State Peace and Development Council regime on March 9 have confirmed our expectations that the military junta aims to stay in power following elections...
2010-03-11Vietnam
Recent data has reinforced our view that consumer price inflation, at 8.5% y-o-y in February, could break into double digits as early as March. A prolonged delay by the authorities...
2010-03-08India
With the economic situation improving, at varying degrees, in most of Asia, we highlight five political risks that could delay or potentially derail an economic recovery. While most...
2010-02-24Bangladesh
We see growing risks from the increasingly confrontational tendencies in Bangladeshi politics, which could see a return to the political turmoil that preceded the declaration of emergency...
2010-02-22Since the last edition of BMI 's emerging Asia sovereign risk ratings (see 'Upgrades All Round… Now Comes The Hard Part', December 14), consensus belief in the strength and sustainability...
2010-02-11As we head into the new year (and new decade, for that matter), there can be little denying that the speed and strength of Asia's emergence from the depths of the global recession...
2009-12-10Bangladesh
As we progress through Q2 2009, it is evident that our Sovereign Risk Ratings for Asian economies are bottoming out. True, four countries have seen their total scores slide further...
2009-05-15Bangladesh
The most salient feature of our latest Sovereign Risk Ratings update is that we have become substantially more pessimistic towards Asia's economies, and are forecasting recessions...
2009-02-12South Korea
On a fundamental basis, the KRW has a lot going for it. However, we believe that the appreciatory bias suggested by South Korea's attractive fundamental picture will be tapered by...
2010-03-03Philippines
While the Philippine peso has held up relatively well in the face of widespread Asia FX weakness, we are maintaining a near-term depreciatory bias. Technically speaking, we expect...
2010-02-04Thailand
Although the bullish trend for the Thai baht is still intact, we are not convinced that the Bank of Thailand (BoT) will countenance major currency strength until the export recovery...
2010-01-20Singapore
Following nine months of appreciation against the US$, we now expect the Singapore dollar to remain range bound between SGD1.3780/US$ and SGD1.4063/US$ over the short term. Critical...
2009-12-09
