CIO special report
China’s economy: awaiting the right cues
Chinese indices’ year-to-date performance is back in the green following a raft of stimulus measures, regulatory action and stock market intervention.
Apr. 18, 2024
CIO Memo
ECB hints at interest rate reversal in June
As expected by all market players in advance, the European Central Bank (ECB) left key interest rates unchanged at its meeting today.
Mar. 13, 2024
CIO special report
India: Will a billion voters move markets in the world’s biggest democratic election?
The world’s largest democracy goes to its quinquennial national polls in a few weeks, with results expected by the end of May.
Mar. 05, 2024
CIO special report
U.S. CPI: Taking a detour
U.S. Consumer Price Index (CPI) showed an annualized increase of +3.1% year-on-year (YoY), moving lower from last month’s reading.
Feb. 13, 2024
CIO special report
India: Interim budget targets strong fiscal improvement
The Indian finance minister today presented a ‘Vote-on-Account’ or interim budget, customary in an election year.
Feb. 01, 2024
CIO special report
China: stimulus measures provide temporary boost, more expected
The Chinese government has undertaken a series of stimulus measures including a reserve ratio requirement (RRR) cut and a ban on the short-selling of stocks.
Jan. 29, 2024
CIO special report
U.S. CPI: Slowing softly
U.S. inflation continued its downward trend with the Headline June Consumer Price Index (CPI) coming in at +3.0% year-on-year (YoY), down from the previous reading of +4.0%. Core CPI, which excludes Food and Energy, also fell to +4.8% YoY.
Jan. 29, 2024
CIO special report
China: Q4 GDP weak amidst deflation
Q4 GDP growth was lower than estimates due to ongoing deflation and property market drag.
Jan. 17, 2024
CIO special report
Japan: end of negative interest rate regime in sight
BoJ Governor Ueda said that Japan could soon end its decades-long negative interest rate regime with higher inflationary pressures.
Sep. 11, 2023
CIO special report
China: Rate cuts amid economic weakness
China released weaker-than-expected industrial production and retail sales data and the PBoC delivered earlier-than-expected rate cuts today.
Aug. 15, 2023
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