Asiamoney - Research Report

Research report

2010 2009 2008 2007 2006 2005 2004 2003 2002 2001

Manila must focus on infrastructure investment: UBS

23 Aug 2010 Nations & economies, Research report
Edward Teather, the senior south-east Asia economist for UBS Investment Bank, says that the new government in the Philippines needs to focus more on efficiently improving its infrastructure rather than just cutting the fiscal deficit.
Philippines' Aquino will struggle to limit fiscal deficit

22 Aug 2010 Nations & economies, Research report
Tony Nafte, CLSA Asia-Pacific's senior economist, believes that new Philippines' president Benigno Aquino will struggle to turn around a budget deficit, given the country's existing fiscal problems.
Renminbi revaluation to have small short-term impact

21 Jul 2010 Foreign exchange, Research report
RBC's senior emerging markets strategist Brian Jackson explains why the country's liberalisation of its currency's exchange rate in June may not lead to immediate practical effects.
Yuan's rise to have muted impact on Asian FX flows

21 Jul 2010 Foreign exchange, Research report
Callum Henderson, global head of FX research at Standard Chartered Bank offers his views on how China's reassessment of its currency peg to the US dollar will impact the region's currencies.
China's FX policy focused on flexibility, not appreciation

21 Jul 2010 Foreign exchange, Research report
HSBC FX strategist Daniel Hui argues that talk of currency appreciation is preemptive, and that China's central bank merely wants more flexibility of its currency's trading range. He also believes its impact on regional currencies will be limited.
Asian currencies set to follow renminbi's rise

21 Jul 2010 Foreign exchange, Research report
Crédit Agricole's head of global FX research Mitul Kotecha says that the effective appreciation of the renminbi will place some upwards pressure on other currencies, as regional central banks revise their policies to allow currency appreciation.
Stimulus measures should boost Thai banks: Tisco

25 Jun 2010 Research report
The Thai brokerage believes that government economic stimulus measures and the country banks should enjoy improving net interest margins once interest rates resume their upwards movement later this year.
Thailand likely to hold off first rate hike this year

14 Apr 2010 Nations & economies, Research report
Despite improving economic indicators, political uncertainties that are damaging commerce and tourism should see the Bank of Thailand hold off on hiking interest rates this month, writes Phatra Securities economist Supavud Saicheua.
Thailand tipped to keep interest rates on hold

12 Apr 2010 Nations & economies, Research report
Inflation data does not suggest the Bank of Thailand will bring forward its first rate hike. But Goldman Sachs economists Pranjul Bhandari and Enoch Fung believe the central bank will need to become more pre-emptive by the middle of the year.
Barclays Wealth downplays Asia inflation fears

19 Mar 2010 Stock & exchange, Real estate, Nations & economies, Commodities, Research report
The firm’s Asia strategist Manpreet Gill predicts the rise in headline inflation in Asia will be moderate. Investors should gain selective exposure to corporate earnings, Asian economic growth and the best active managers.
Inflation seen to remain subdued in Asia

16 Mar 2010 Stock & exchange, Nations & economies, Commodities, Foreign exchange, Research report
Julius Baer’s CIO, V. Anantha Nageswaran, has faith in the proactiveness of Asian policymakers to tackle inflation threats. Still, he advises clients to hedge their bets on currency appreciation, commodities and precious metals.
China rate hikes forecast in third quarter

15 Mar 2010 Nations & economies, Commodities, Research report, Private banking
Analysts at Citi are forecasting a 3.7% year-on-year rise in China consumer price inflation for 2010, triggering likely rate hikes beginning in the third quarter. Andrew Barrett, head of equities for the bank's Asia-Pacific wealth management division, offers his views.
HSBC Private Bank backs inflation hedges

12 Mar 2010 Stock & exchange, Real estate, Nations & economies, Bonds, Research report
The private bank’s Asia head of investment strategy, Arjuna Mahendran, notes that while inflation at the consumer price level is yet to become a global phenomenon, he is advising clients to build long-term hedges into their portfolios.
Strategist dampens fears of inflation

11 Mar 2010 Nations & economies, Commodities, Research report
Christian Nolting, Asia-Pacific lead strategist for Deutsche Bank Private Wealth Management, says that rising commodity prices could push up headline inflation rates, but that core rates will remain at a low level.
BarCap explains 2010 outlook for Asian currencies

23 Feb 2010 Foreign exchange, Research report
Peter Redward, BarCap head of emerging Asia research, says he prefers to position long Asian currencies and favours FX options to improve risk/reward and to hedge directional US dollar/Asia exposure opportunistically.
Asian FX intervention forecast to continue

22 Feb 2010 Nations & economies, Foreign exchange, Research report
Mitul Kotecha, head of global foreign exchange strategy for Calyon, says the US dollar will come under pressure in the first half of this year, suggesting that FX intervention will continue, although a lot depends on China's FX policy.
Asian currency winners identified in 2010

19 Feb 2010 Foreign exchange, Research report
Mirza Baig, Deutsche Bank's head of Asia foreign exchange strategy, considers which currencies stand to benefit from a continued decline of the US dollar this year.
Expert picks 2010 Asian currency outperformers

18 Feb 2010 Foreign exchange, Research report
UBS foreign exchange strategist Nizam Idris considers how Asian currencies are likely to perform against the US dollar this year given the pace of global recovery and the possihle threat of rising inflationary pressure.
UBS takes positive view on cyclical conditions

07 Jan 2010 Stock & exchange, Research report
Niall MacLeod, Asia equity strategist for UBS Investment Research, expects the Asian liquidity thesis – loose monetary policy pushing up Asian asset prices – to remain in place, with returns driven by earnings growth.
Strategist sees 18% upside for Asian equities in 2010

06 Jan 2010 Stock & exchange, Research report
Jonathan Garner, Morgan Stanley’s chief Asian and emerging market equity strategist, says he expects a shift to a more micro market this year. He reveals the bank’s stock market predictions for 2010.
Outlining opportunities for investors in 2010

05 Jan 2010 Stock & exchange, Nations & economies, Research report
Sean Darby, Asia equity strategist at Nomura, considers which countries and sectors offer the most potential this year and which face the largest challenges.
Credit Suisse unveils Asia’s most undervalued markets

04 Jan 2010 Stock & exchange, Nations & economies, Research report
Sakthi Siva, the bank’s Asia equity strategist, considers which countries and sectors offer the most potential and which face the greatest challenges this year.