Analysis on Fixed Income, Fx & Equity Markets

We are growing cautious towards Sri Lanka's Colombo All Share Index, with equities looking increasingly exposed to a significant downside correction. A weak monthly close in the context... 2010-02-16

BMI View: After January's total loans came in much higher than expected, the People's Bank Of China (PBoC) announced on February 12 that it would hike banking sector reserve requirement... 2010-02-16

BMI View: While Japanese real GDP growth surprised to the upside in the fourth quarter of 2009, the bigger picture still offers precious little scope for optimism. With public spending... 2010-02-15

We do not expect today's devaluation, taking the dong 3.4% lower to VND19,100/US$, to bring a lasting improvement to Vietnam's gaping trade deficit. We are thus still expecting a... 2010-02-11

The arrest of Sarath Fonseka, the opposition candidate in the January 26 presidential polls, augurs badly for freedom of speech under the extended mandate of re-elected President... 2010-02-09

The arrest of Sarath Fonseka, the opposition candidate in the January 26 presidential polls, augurs badly for freedom of speech under the extended mandate of re-elected President... 2010-02-09

Despite a substantial market correction in recent weeks, we continue to hold a broadly bearish stance towards Asian equity markets, with many key indices across the region making... 2010-02-08

With market conditions once again piling up against the Vietnamese dong, we see the government effecting another devaluation of the unit to the vicinity of VND19,000-19,200/US$ before... 2010-02-05

We see only limited to Vietnam's external debt position in spite of increased foreign indebtedness and expectations of further devalutions in 2010. A comparatively low debt pile,... 2010-02-04

In line with a view BMI has been promoting for some time (for example, see 'Five Major Risks To Asia In 2010', January 28), long-term Japanese sovereign bond yields have started to... 2010-02-02