SCB Economic Update
Aluminium: Fund-driven volatility
- Recent price activity in base metals, driven largely by hedge funds, supports our view that the cycle is close to peaking. Helen Henton, SCB's Head of Commodities research, examines the key issues for future outlook for aluminium prices.
- Monday, October 18 - 2004 at 08:56 |
What does the growing US trade deficit mean?
- The currency markets punished the dollar after data showed the US Trade deficit rising to its second highest ever level in August. Doug Smith, Standard Chartered's Chief US economist, examines the consequences for the dollar and US economy.
- Friday, October 15 - 2004 at 13:34 |
G7 meeting: FX, reform and oil: Mostly words, little action
- The weekend G7 meeting proved largely to be a non event for the currency markets. The US dollar firmed against Asian currencies in early trade on Monday. We assess the implications of the meeting below.
- Monday, October 04 - 2004 at 08:11 |
Global, Regional and Local: 2004 has been a good year for Africa
- Standard Chartered's Chief Economist, Gerard Lyons, assesses the current state of Africa's economies and the outlook for 2005.
- Sunday, October 03 - 2004 at 17:39 |
Pakistan : Oil prices pose challenge to outlook
- Soaring oil costs are already having a large impact on the Pakistani economy. Rising fuel prices, and food costs, have driven inflation to a six-year high while the current account has slumped. Gill James, Standard Chartered's Chief South Asia Economist assesses the impact and the outlook for future growth.
- Monday, September 20 - 2004 at 10:03 |
India: Monsoons dominate growth outlook
- A new government and a sell off in the Indian rupee has raised questions about the outlook for the economy. While we have lowered our growth forecast to 6% for 2004/5, because of the monsoons, we believe the country's long term fundamentals remain strong.
- Thursday, September 09 - 2004 at 18:54 |
China: Pausing for a breather
- China's economy has arguably had more impact on global markets this year than any other. From oil prices to currencies, the China factor has become increasingly important. Tai Hui, Standard Chartered's China economist, looks at the outlook for the local economy.
- Sunday, September 05 - 2004 at 13:38 |
INR: Short-term pain, long-term gain
- Negatives have accumulated for the INR in the near term but lower future oil prices, improved market positioning and broad Asian currency strength should help the currency appreciate over the next 12 months. Kishlaya Pathak, SCB's India economist, explains.
- Sunday, August 29 - 2004 at 09:17 |
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