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This report is only available as a PDF. Click to download. … What to expect from the Bank of Japan …
19th February 2007
This report is only available as a PDF. Click to download. … January data ease fears of overheating in China …
14th February 2007
This report is only available as a PDF. Click to download. … Further tightening in India unlikely to end boom …
13th February 2007
This report is only available as a PDF. Click to download. … Japan's consumers still confident, but they need to be …
G7 officials have always argued that exchange rates need to reflect underlying economic fundamentals. The value of the yen is doing just that. The main reason for the recent weakness has been the disappointing economic data from Japan, which contrasts …
12th February 2007
This report is only available as a PDF. Click to download. … G7 keeps its focus on the renminbi, but with a new angle …
This report is only available as a PDF. Click to download. … Is there a bubble in the Chinese equity market? …
This report is only available as a PDF. Click to download. … Our revised forecasts still suggest US assets will disappoint …
8th February 2007
This report is only available as a PDF. Click to download. … Rebound in Q4 GDP will allow Bank of Japan to raise rates …
5th February 2007
This report is only available as a PDF. Click to download. … GDP data, not G7, is best hope for recovery in the yen …
1st February 2007
This report is only available as a PDF. Click to download. … Will increased capital outflows weaken the renminbi? …
31st January 2007
This report is only available as a PDF. Click to download. … Indian interest rates to rise further …
This report is only available as a PDF. Click to download. … Japanese data add to doubts over February rate hike …
30th January 2007
China’s economic growth should ease this year and next to an average of around 9.0% as the investment boom finally comes to an end and the trade surplus increases at a much slower rate. Fears that “overheating” will cause policymakers to slam on the …
29th January 2007
This report is only available as a PDF. Click to download. … Overheating is India's problem, not China's …
This report is only available as a PDF. Click to download. … Wages pick-up to drive Japan's inflation and interest rates higher …
24th January 2007
A key theme for 2007 is the prospect of further interest rate cuts in South East Asia, notably in Thailand (where we now expect rates to fall to 3.75% by yearend), Indonesia and the Philippines. The common link is currency strength against the …
22nd January 2007
This report is only available as a PDF. Click to download. … A look ahead to China's GDP …
This report is only available as a PDF. Click to download. … Doubts over Bank of Japan's credibility are exaggerated …
18th January 2007
This report is only available as a PDF. Click to download. … Thai central bank cuts rates, more to come …
17th January 2007
This report is only available as a PDF. Click to download. … The coming rise and fall of Chinese inflation …
15th January 2007
This report is only available as a PDF. Click to download. … The implications of China's huge trade surplus …
10th January 2007
This report is only available as a PDF. Click to download. … Uncertainty in Thailand gains another dimension …
8th January 2007
This report is only available as a PDF. Click to download. … China increases reserve requirements, more to come …
5th January 2007
This report is only available as a PDF. Click to download. … Will the Hong Kong dollar follow the renminbi higher? …
3rd January 2007
This report is only available as a PDF. Click to download. … Lower unemployment crucial for Japan …
2nd January 2007
This report is only available as a PDF. Click to download. … Christmas data should clear the way for the next Japanese rate hike …
25th December 2006
This report is only available as a PDF. Click to download. … Thailand needs lower interest rates, not FX controls …
21st December 2006
This report is only available as a PDF. Click to download. … Bank of Japan opts to wait for one more month's data …
19th December 2006
This report is only available as a PDF. Click to download. … China likely to tighten monetary policy further …
18th December 2006
This report is only available as a PDF. Click to download. … Tankan survey justifies another rate rise …
15th December 2006
This report is only available as a PDF. Click to download. … Japan - Household spending beginning to recover (Dec 06) …
13th December 2006
This report is only available as a PDF. Click to download. … How to interpret Japan's Tankan survey …
11th December 2006
This report is only available as a PDF. Click to download. … What to expect from Paulson's visit to Beijing …
5th December 2006
This report is only available as a PDF. Click to download. … An update on Thailand …
4th December 2006
This report is only available as a PDF. Click to download. … GDP revision should not change outlook for Japanese rates …
1st December 2006
This report is only available as a PDF. Click to download. … Asia - Inflation easing as global energy prices fall back (Nov 06) …
28th November 2006
This report is only available as a PDF. Click to download. … India's boom at risk of overheating …
27th November 2006
This report is only available as a PDF. Click to download. … China's boom shows little sign of overheating …
20th November 2006
This report is only available as a PDF. Click to download. … Japanese rates likely to rise sooner rather than later …
16th November 2006
This report is only available as a PDF. Click to download. … Japanese consumer survey shows fundamentals still healthy …
13th November 2006
This report is only available as a PDF. Click to download. … Too soon to give up on the Japanese consumer …
This report is only available as a PDF. Click to download. … Japan - Economy to rebound after a weak third quarter (Nov 06) …
10th November 2006
This report is only available as a PDF. Click to download. … Japan's Q3 GDP heading for a surprise fall …
6th November 2006
This report is only available as a PDF. Click to download. … Bank of Japan makes the case for the next rate hike …
31st October 2006
This report is only available as a PDF. Click to download. … Bank of Japan forecasts central to rate outlook …
30th October 2006
This report is only available as a PDF. Click to download. … What to make of China's GDP data …
23rd October 2006
This report is only available as a PDF. Click to download. … China's boom still overly-dependent on investment …
19th October 2006
This report is only available as a PDF. Click to download. … How much should we worry about the Japanese consumer? …
16th October 2006
