What exercised me yesterday, was the contrarian price action of markets following some fairly chunky US inflation data - of which there is considerably more to come - see JK's note on this which is still worth a read if you haven't yet done so. If so...

Emerging and Developing Asia (+8.6% in 2021; +6.0% in 2022) remain the growth locomotive of the emerging and developing world. Given the recent rise in core rate yields, tighter financial conditions pose a noteworthy risk to the recovery. EM Asia is ...

In a day with little going on in Asian FX space, India's INR stood out like a sore thumb yesterday as it gapped up, reaching as high as 74.55 against the USD. That said, low official and market rates have not done much to bring down bank lending rate...

The first point to note is that so far, outside Asia-Pacific, the US Treasury yields move has been received in a fairly orderly fashion. Analysts’ forecasts continue to suggest that regional monetary authorities (with the odd exception) will ride out...

Indonesia’s economy contracted 2.1% in 2020, with the domestic market hit hard by Covid-19 related partial lockdown measures and weaker global demand for its export base. The authorities began the year hopeful for a 4.5 % to 5.5% GDP expansion delive...