Standard Chartered: Strong coal prices are unsustainable
Mar 05, 2015 09:25 am UTC| Commentary
Quotes from Standard Chartered Coal prices have been declining for four consecutive years, and the coal market is in its fifth year of oversupply. Higher-cost producers in Australia are coming to terms with the...
Danske Bank: Euro Inflation to increase sharply this year
Mar 05, 2015 09:23 am UTC| Commentary
Quotes from Danske Bank Euro inflation surprised on the upside in February and consequently we revise our forecast for 2015 up and into positive territory. The upward revision is driven by higher energy and food price...
Standard Chartered Bank: THB Outlook
Mar 05, 2015 07:45 am UTC| Commentary
Quotes from Standard Chartered In line with our positive economic outlook on Thailand, we maintain a constructive view on the currency. We raised our recommended short-term FX weighting on the THB to Overweight from...
Standard Chartered Bank: Stay neutral on THB bonds
Mar 05, 2015 07:44 am UTC| Commentary
Quotes from Standard Chartered The bull flattening of the THB yield curve since October 2014 reflects disinflationary pressure from the drop in global crude oil prices. Indeed, ahead of the BoTs January monetary policy...
Standard Chartered Bank: BoT likely to keep policy rate on hold at 2.0 pct
Mar 05, 2015 07:43 am UTC| Commentary
Quotes from Standard Chartered A second month of negative headline inflation in February has raised market expectations of a BoT rate cut at the 11 March policy meeting. The BoT has asserted that the current negative...
Standard Chartered Bank: Thailand Inflation set to decline on falling oil prices
Mar 05, 2015 07:32 am UTC| Commentary
Quotes from Standard Chartered The impact of falling global oil prices on Thailands inflation and current account balance has already been seen in recent months. We now estimate that headline inflation will average...
Mar 05, 2015 07:29 am UTC| Commentary
Quotes from Standard Chartered The latest data from the Board of Investment (BoI) supports our view that FDI in Thailand is on a rising trend. The value submitted in 2014 surged to THB 2.19tn, the highest on record and...
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