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Strategy

Global / Rates,FX • 16 Sep 2021

Indonesia: IDR bonds in a sweet spot

Positive catalysts support IDR bonds

Global / FX • 08 Sep 2021

FX Daily: Economic and political uncertainties increase

Asia

Taiwan / Economics & Strategy • 04 Aug 2022

Taiwan: Further downside risks

The 2H growth outlook faces further downside risks, due to the rise in geopolitical tensions and ...

Thailand / Economics & Strategy • 22 Jun 2022

Thailand: Imminent policy rate normalisation likely

Global / Economics & Strategy • 14 Jun 2022

Market selloff and tightening conditions

India / Economics & Strategy • 08 Jun 2022

India’s RBI policy committee retains hawkish bent

Indonesia / Economics & Strategy • 24 May 2022

High subsidy budget leaves Bank Indonesia with more headroom

Global

Global / Economics & Strategy • 28 Jul 2022

Fed on course to go well past neutral rate

US FOMC hikes, as expected, by 75bps; Chair Powell does not rule out more outsized hikes, but we ...

Global / Economics & Strategy • 28 Jul 2022

Economics: An expected hike, now what?

Singapore / Economics & Strategy • 25 May 2022

Singapore: Slower growth ahead

Global / Rates,FX • 27 Oct 2021

Macro Strategy: Indian vs Indonesian bonds; CAD vs DXY

Global / FX • 23 Sep 2021

FX Daily: Fed lifts the USD