Analysis on Fixed Income, Fx & Equity Markets

Hong Kong

We believe that AUD/NZD may be due a reversal, having moved aggressively in the kiwi's favour over the past three months. Technically, the sell-off appears to have lost steam, with... 2011-07-21

BMI View: We maintain a defensive strategy towards EM Asia equity markets in H211, preferring non-cyclical over cyclical stocks. As expectations for the regional economy are toned down,... 2011-07-18

BMI View: Advance estimates point to a sobering performance for the Singaporean economy in Q211, with real GDP growth contracting by 7.8% on an annualised sequential basis. While the... 2011-07-14

Our theme of slower growth and disinflation across Asia in H211 and 2012 suggests significant value in the region's fixed-income markets. Our long-held bullish view on Australian debt... 2011-07-12

The emerging Asian growth boom is beginning to show signs of succumbing to the stresses of high oil prices, higher interest rates, stronger currencies, and the supply chain disruptions... 2011-06-21

Two of our core Asia country risk views - political risk uncertainties in Thailand and disinflationary pressures in South Korea - are playing out well in their respective financial... 2011-06-08

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