Analysis on Fixed Income, Fx & Equity Markets

BMI View: While emerging Asia's policymakers are unlikely to adopt a common timetable to monetary stimulus withdrawal, we continue to see a gradual normalisation of interest rates... 2010-03-22

BMI View: Afghanistan's moves to develop its financial markets are a positive step towards long-term economic development. However, the high degree of political risk means that the... 2010-03-16

Underpinned by a dynamic macro recovery and, more generally, positive EM sentiment, Indian stocks are on the march. The benchmark Sensex index pushed 1.3% higher to trade at 17,383... 2010-03-16

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... 2010-03-11

We are forecasting Bangladesh's trade deficit to widen from US$4.7bn in FY2008/09 (July-June) to US$5.8bn in FY2009/10 and US$6.6bn in FY2010/11. However, with remittances expected... 2010-03-11

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... 2010-03-08

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... 2010-02-24

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... 2010-02-22

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... 2010-02-22

The increasing threat of Sri Lanka being suspended from the European Union's Generalised System of Preferences Plus (GSP+) framework of preferential trade tariffs constitutes an upside... 2010-02-17