Economy

BMI View: We are bumping up our 2010 real GDP growth forecast for Taiwan from 9.0% to 9.9% on the back of solid Q310 figures. Nonetheless, we are maintaining our cautious outlook on... 2010-11-19

China's October trade data finally showed some signs of a slowdown on the domestic demand front. While the surplus came in above consensus at US$27.2bn, up from US$16.9bn in September,... 2010-11-10

Data Forecast

Hong Kong's seasonally-adjusted consumer price inflation (CPI) decelerated from 3.0% in August to 2.6% in September in line with our view of easing headline CPI figures. Meanwhile,... 2010-10-29

South Korea's seasonally-adjusted unemployment rate rose from 3.4% in August to 3.7% in September, on target for our end-2010 unemployment rate forecast of 3.9%. On the whole, the weakening... 2010-10-29

In line with our expectations, Taiwan's seasonally-adjusted unemployment rate fell from 5.11% in August to 5.08% in September. The size of the labour force and the number of people... 2010-10-29

Since the People's Bank of China announced it would allow greater yuan flexibility back in June, allowing more two-way trade, we have seen just that. The CNY/US$ rate strengthened from... 2010-10-28

Taiwan's export orders in US dollars exceeded expectations and hit a new high in September, but we do not expect this strength to be sustained. Taiwan remains very vulnerable to any... 2010-10-21

China's real GDP growth beat consensus in Q310, coming in at 9.6% y-o-y, and we highlight the upside risks to our full-year growth forecast of 9.7%. That said, with the authorities... 2010-10-21

The People's Bank of China (PBoC)'s decision to hike the benchmark 1-year lending and deposit rates by 25 basis points suggests that Beijing is becoming increasingly worried about asset... 2010-10-20