Analysis on Fixed Income, Fx & Equity Markets

BMI View: Central Asia's leaders will have been unnerved by mass uprisings in the Middle East and North Africa, but their regimes will prove less easy to dislodge. Nonetheless, future... 2011-04-18

While strong inflationary pressures are making headlines in China and India at present, we do not expect either country to extend or intensify their respective monetary tightening cycles... 2011-04-18

We have decided to remove our bullish outlook towards the CLP/US$ and MXN/JPY from our Key Market Views, as technical indicators suggest that both units could be due a near-term retracement.... 2011-04-07

BMI View: Perhaps the biggest question after the Great Tohoku earthquake is whether the crisis will trigger profound political and economic changes in Japan, or merely reinforce the... 2011-03-29

Within the Asia Pacific, we prefer currencies with firm current account dynamics and a clear indication by the respectively central banks that currency strength is preferred to curb... 2011-03-22

It will take many weeks before the full extent of devastation incurred by the 8.9-9.0 magnitude Tohoku Pacific earthquake and tsunami - the largest recorded in Japan's history - can... 2011-03-14

BMI View: The Dravida Munnetra Kazhagam (DMK)'s apparent divorce from the United Progressive Alliance (UPA) has dealt another body blow to the Indian government. While we expect the... 2011-03-07

BMI View: As we had suspected, loose monetary and fiscal conditions, coupled with strong commodity price pressures, have forced the State Bank of Vietnam (SBV) into aggressive tightening,... 2011-02-21

BMI View: Latest industrial production and trade data have exposed the vulnerability of India's domestic demand story to tighter monetary policy. Moreover, with the central bank still... 2011-02-14

In a week of broad-based losses across Asian stock markets, we have continued to yield success with our view of Chinese equity outperformance versus that of India. Having run with the... 2011-02-10