Monetary policy season in EM Asia after Fed
Dec 22, 2015 08:10 am UTC| Insights & Views
IDR: Bank Indonesia (BI) stood pat to heep rates on hold at 7.5% to anchor IDR stability. it could foresee a space for easing given that pressures on macroeconomic stability have moderated as per previous MPC statements....

From Zorro to Zombie: the rise and fall of the microcredit movement
Dec 22, 2015 06:14 am UTC| Insights & Views Economy
Thirty years ago, the international development community was in a state of high excitement. The perfect market-affirming solution to poverty in developing countries had apparently been found. Microcredit, also known as...

How plummeting prices are spurring reform in oil producing countries
Dec 22, 2015 01:01 am UTC| Insights & Views
It has been a turbulent year for oil. Prices were strong in summer 2014, before plummeting in the second half of that year. After a modest stabilisation in early 2015, they dropped even further and are now more than two...
Brent crude outlook seems deferred buying
Dec 21, 2015 13:32 pm UTC| Insights & Views
The bear market in oil prices has intensified since we went long deferred Brent. We anticipate crude oil markets to begin the process of rebalancing during 2016 and that current depressed pricing of Brent crudes - while...
Dec 21, 2015 12:09 pm UTC| Insights & Views Central Banks
In long term, we expect dollar continues to be supported versus euro, while it could underperform relative to emerging market currencies especially. With the uncertainty regarding the first hike of the Fed behind us,...

Further weakening of CNY in 2016 could prolong easing cycles of other central banks
Dec 21, 2015 11:53 am UTC| Insights & Views Central Banks
Amidst continuing concerns regarding slowing growth and weak price pressures in China, PBoC continues to guide the yuan lower vs. the USD. However, the PBoC will be keen to control the pace of addition falls in the value...

What should America do with its $2-per-gallon gas windfall?
Dec 21, 2015 11:49 am UTC| Insights & Views
American consumers have been enjoying Christmas since July that is, July 2014, when the average price for all grades of gasoline peaked at US$3.75 per gallon, according to the Energy Information Administration. Since...