China

Following another day of very sharp losses on Thursday, we are reiterating key downside levels for several Asian stock markets. While we do not preclude short-term bounces, the overall... 2008-10-16

BMI View: In view of the sharp falls in Asian currencies lately, we have been forced to re-assess our end-2008 and even end-2009 forecasts. We see further declines in the short term.... 2008-09-18

Yesterday's policy adjustments by the People's Bank of China (PBoC) have resolutely failed to arrest the decline in Chinese equities, with the benchmark Shanghai Composite Index... 2008-09-16

BMI View: We see further downside for Asian stock markets and currencies in the near term. Indeed, with most equity markets down by between 1.5% and 3.5% on Thursday September 11,... 2008-09-11

Speculation that Beijing is to introduce a fiscal stimulus package to ensure that sagging growth remains well supported has had investors rushing to buy back into Chinese equities,... 2008-08-20

Asia seems set to feel the pain of high inflation, a weaker external environment, and political uncertainty for some months to come, even if commodity prices head lower. As such,... 2008-08-08

BMI View: We see a risk that the Shanghai Composite Index (SCI) could fall towards 1,800 in the medium term. Once the Olympic Games are out of the way, attention is likely to focus... 2008-08-08

Having recorded its biggest weekly decline since the end of its dollar peg in July 2005 in the week ending August 1, the Chinese yuan fell further on August 4 to close below near-term... 2008-08-04

BMI View: President Ma Ying-jeou's administration has taken a number of bold steps to improve cross-strait ties of late, to the chagrin of the pro-independence opposition. Although... 2008-07-31

Mozambique saw disappointing FDI inflows of only US$60.1mn in Q108 relative to the albeit record US$427.4mn seen in 2007. Nevertheless, we expect FDI flows to improve over the next... 2008-07-29