Economy
Indonesia
We continue to see Bank Indonesia (BI) hiking its policy rate in the coming months as core inflation continues to tick higher and broad money supply growth remains elevated. However,...
2011-06-14Singapore
Singapore's consumer price inflation (CPI) decelerated to 4.5% year-on-year (y-o-y) in April, the first below-5.0% reading in 2011, reaffirming our view that headline inflation has...
2011-06-06Singapore
Given the strength of the SGD in the first four months of the year and confirmation that the MAS is willing to tolerate a stronger currency to curb inflation, we have revised up our...
2011-05-05Indonesia
On the back of continued weakness seen for the US dollar over the medium term, we have revised up our outlook for the Indonesian rupiah over the coming two years. We now see the unit...
2011-05-05Philippines
While consumer price inflation (CPI) has been benign through 2010 and early 2011, we are starting to see signs that the situation may be starting to change with headline inflation reaching...
2011-05-05Indonesia
Easing headline consumer price inflation (CPI) has provided Bank Indonesia(BI) with more room to hold off on rate hikes in the short term. However, with core inflation ticking up, monetary...
2011-05-03Singapore
We have revised up Singapore's real GDP forecast from 5.1% to 5.9% on the back of stronger-than-expected data from Q111. For 2011, we flag up persistently high oil prices and a sharper-than-expected...
2011-04-15Philippines
We have downgraded our real GDP forecast for the Philippines from 5.3% to 5.1% of the back of the ongoing MENA crisis and earthquake in Japan. Indeed, Japan is a key export destination...
2011-03-31Indonesia
We reiterate our 5.9% real GDP growth forecast for Indonesia in 2011, despite headwinds in the form of the Japan earthquake. Indeed, although Japan is the most important market for...
2011-03-31Singapore
Singapore registered a massive current account surplus amounting to 22.1% of GDP in 2010 on account of the sharp V-shaped recovery in that year. Although external demand should hold...
2011-03-31



