Asia Country Risk Views

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Kiwi Correction On The Cards In 2014

The New Zealand dollar has had a great run since early September on the back of improving global risk sentiment, and the upswing in speculative positioning suggests that there is potential for...

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Major Weakness Ahead Across The Board

The NZD looks to be forming a topping pattern which should give way to severe weakness in line with what we have seen in other commodity currencies in recent quarters. Stiff resistance stands at US$0...

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Global Trade Update: Momentum Lost

With eurozone demand stabilising and the UK economic recovery spontaneously bursting into life, the global economy has been given a welcome shot in the arm. Indeed, set against a backdrop of an...

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Out With The Old, In With The New

BMI View: While the outlook for China's traditional economic growth drivers such as heavy industry and real estate construction remains cloudy, the outlook facing the more consumer-focussed...

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Revisiting Our Interest Rate Views

Although recent decisions from monetary authorities and governments around the world have benefited some segments of the Australian economy and its financial assets, we believe that the country's own...

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