Global inflation and expectations are in contrast
Mar 27, 2015 13:34 pm UTC| Insights & Views
Japan - Yesterday Japan reported CPI numbers that showed as expected by BOJ officials CPI has fallen further, with core CPI fallen to 0% excluding the sales tax hike in April 2014. UK - UK reported CPI this week that...
Fact check – Emerging Asia fund flow
Mar 27, 2015 12:37 pm UTC| Insights & Views
Emerging market asset classes have performed one way or the other. Seeing the rally in Chinese stock index one might say it is not year of the goat but bull. Despite rampant currency depreciation in the developed market...
Mar 27, 2015 11:33 am UTC| Insights & Views
Today US GDP will be released at 12:30 GMT. Fate of the dollar and treasuries depend heavily on the number. After last weeks FOMC commentary it has been cleared that the rate hike path including the first will be...
China slowdown – Polyethylene edition
Mar 27, 2015 10:53 am UTC| Insights & Views
Various macroeconomic indicators like industrial production, GDP, producer prices etc. have clearly warned against slowdown in growth in China. However when looked at micro level data or trade statistics, story is the...
Policy debate heats up at BOJ as CPI falls
Mar 27, 2015 09:59 am UTC| Insights & Views
Japanese CPI data released last night registered another fall and core CPI moved closer to deflationary region. National CPI dropped to 2.2% YoY from previous 2.4% YoY, whereas core CPI fell towards 2% from 2.1% on a...
Updates on Middle East and impact on oil
Mar 27, 2015 09:06 am UTC| Insights & Views
Middle East, for years now has been a battle ground for Sunni and Shite Muslims. Previous years saw escalation of conflict in Syria that led to escalating tensions between US and Russia. Oil price had spiked over the issue...
AIIB setup by China dumbfounded western policymakers
Mar 27, 2015 08:21 am UTC| Insights & Views
China has taken an initiative to found IMF and World Bank styled, Asian infrastructure investment Bank (AIIB) that will focus on development of Asia. Western policymakers failed to anticipate such a move and left with...