Asia Financial Markets Blogs

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Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are...

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Global Emerging Markets Update

Below is a selection of our key emerging views, as taken from the latest edition of our weekly Emerging Markets Monitor publication. We expect currencies in Emerging Asia to outperform the US...

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Emerging Markets Update

Below is a selection of key financial market stories published in Business Monitor Online over the past week. Global FX Strategy Our overriding FX view is for a stronger US dollar over the long...

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Big Moves In Emerging Market Currencies

The Chinese yuan has lost 1.6% against the US dollar since end-January, in line with our Asia team's long-held view that multi-year yuan appreciation was not a one-way bet. While the currency is...

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BMI Launches Frontier Markets Monitor

Business Monitor International (BMI) has just launched Frontier Markets Monitor (FMM), a monthly newsletter that provides readers with our views and analysis of political and economic...

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Chinese Yuan Steady, But For How Long?

One currency that has continued to strengthen throughout the recent bout of weakness in emerging markets currency markets is the Chinese yuan. This has taken us slightly by surprise, for although...

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