BoJ should continue to support economic sentiment through policies
Oct 08, 2015 06:15 am UTC| Commentary
Japans inflationary pressure has stalled due to the downtrend in oil prices and sluggish demand after the consumption tax (CT) hike. The real economy (including exports, production and GDP growth) and inflation of the...
Upside risk to Bank of Indonesia's rate expectations
Oct 08, 2015 06:12 am UTC| Commentary
Consensus expects BI to cut its benchmark interest rates by 50bps to 7% in 2016. However, BI Governor Martowardojo was explicit in August in saying BI expects the benchmark rate at 7.5% for next year, that IDR was...
Singapore's MAS likely to ease in October
Oct 08, 2015 06:08 am UTC| Commentary
Singapores CPI fell in August for the tenth consecutive month to the lowest since 2009. There is a non-negligible risk of Singapore slipping into technical recession following the weaker than expected industrial production...
Mexico's inflation continues to fall at moderate pace
Oct 08, 2015 06:00 am UTC| Commentary
Mexicos inflation slipped below 3.0% (Banxicos target) in May for the first time in a decade and continued to fall over the following three months, as core inflation remained at its lowest level ever at 2.3% and food...
Grinding weakness in KRW likely in 2016
Oct 08, 2015 05:53 am UTC| Commentary
KRW is one of the biggest potential losers from continued JPY and CNY weakness, which is expected. South Korea has the highest export correlation and lowest export complementarity with Japan and China.BoK forecasts...
BOK likely on hold through the rest of 2015
Oct 08, 2015 05:51 am UTC| Commentary
The Bank of Korea kept its benchmark rate steady on 11 September, as widely expected. Alongside the decision, BOK Governor Lee said growth is still likely to hit the Banks 2.8% target this year.His comments that the...
INR likely to be one of the outperformers in Asia in coming months
Oct 08, 2015 05:45 am UTC| Commentary
Indias PM Modi allowed the temporary executive order on land acquisition to lapse after failing to secure enough support. He also abandoned the plan to call a special session of parliament to secure approval for...