Daily analysis of the latest economic data points and policy developments in Asia and the major economies of the world.
The Chinese yuan will continue its 20-year march north, beneath all the huckus-ruckus of bilateral currency moves that few can explain and fewer can predict.Read More
Taking seasonal effects into the account, Taiwan’s industrial production growth registered a strong 4.3% on-month in January.
The correlation between the three-month Singapore swap offer rate (SOR) and the three-month London Interbank Offered Rate (Libor) has been relatively weak in recent months.
We’re not overly concerned about Philippines’ shrinking current account surplus; given the huge growth potential, we reckon that foreign direct investment (FDI) inflows may continue to rise going for...
China’s push for growth-at-any-cost is being replaced with the “New Normal”.It will fundamentally change how business and investing are done.Read More
We continue to think that a March rate hike by the US Federal Reserve is more likely than not, and that February labour reports will be the deciding factor.
The last few months have led to a rethink in valuations for US Treasurys and the US equity markets. So which is the better bet? Read on for our comparison.
The Chinese yuan will continue its 20-year march north, beneath all the huckus-ruckus of bilateral currency moves that few can explain and fewer can predict.