Analysis on Fixed Income, Fx & Equity Markets

While we have been growing a little concerned about the short-term trajectory of our bullish Nikkei call, the Singapore dollar's revaluation and South Korea's sovereign upgrade (see... 2010-04-14

We expect the Central Bank of Sri Lanka to maintain its accommodative policy in 2010 as private sector credit growth has yet to post a convincing recovery. However, with inflation... 2010-04-07

Vietnam needs to push on in its 'equitisation' process of privatising state-owned enterprises in order to maintain high economic growth. However, we remain sceptical of the prospects... 2010-04-06

The decision by the opposition National League of Democracy not to take part in the forthcoming parliamentary elections is unsurprising given the near certainty that the polls will... 2010-04-01

We maintain our 5.4% real GDP growth forecast for 2010 in spite of the somewhat stronger-than-expected 6.2% y-o-y GDP expansion recorded in Q409. This is largely due to our expectations... 2010-03-31

The 5.8% y-o-y GDP expansion in Q110 indicates that an economic slowdown is underway after the stimulus-driven strong growth rates of H209. With exports still sluggish and domestic... 2010-03-30

BMI View: Back in May 2009, BMI suggested that the story of 'Three Asias' - that of China and India, the domestic demand-driven economies and the trade-dependent states - would dictate... 2010-03-30

We continue to favour Asia FX outperformance, both on a technical and fundamental basis, and several currencies are looking particularly attractive against the US dollar this morning.... 2010-03-29

We are taking a more cautious view on Sri Lankan foreign debt as Colombo's continued fiscal profligacy should discourage investors from holding its bonds at current yields. Indeed,... 2010-03-26

We expect tighter monetary conditions to slow growth over 2010 as inflation enters into double digits in Q210. While decelerating food price growth may hold back inflation in the... 2010-03-24