Currency conundrum
Volatility and the uncertain economic outlook are shifting balances in the foreign exchange market. RBS experts look at how the crisis in Europe, regulation, interest rates and other issues are affecting the currency markets, and in some cases creating opportunities.
France’s Hollande to defend free markets and German relations, advisor tells RBS
April 2012
More active central bank involvement in currency markets has reduced
volatility but also increased tail risk. Tim Carrington, Global Head of FX,
believes investors must be extra vigilant amid greater market uncertainty.
Woon Khien Chia, Head of Local Markets Strategy, Emerging Asia, discusses the the origins, outlook and potential of the CNH Market and its benefits and risks to investors and issuers.
Renminbi convergence: Is it inevitable and what are the risks?
April 2012
Fuelled by the belief that China’s controls are holding back the value of its currency, investors are keen to take advantage of the perceived one-way bet on the appreciation of the renminbi. RBS’s Woon Khien Chia outlines why she believes convergence of the offshore and onshore currency is inevitable.
Central banks bring tail risk challenge to FX markets
April 2012
More active central bank involvement in currency markets has reduced
volatility but also increased tail risk. Tim Carrington, Global Head of FX,
believes investors must be extra vigilant amid greater market uncertainty.
Investors see opportunity in Chinese futures reform
March 2012
While China has set no timetable for the liberalisation of its capital markets, a series of initiatives in recent years suggests the pace of reform could gather speed as we move into 2013. Moves to liberalise its markets will pave the way for the convergence of the offshore and onshore pools of the Chinese currency. And, with a change in the country’s leadership due this year, investors are eagerly awaiting the next developments.
Slow down in Europe and the repercussions in Asia
December 2011
Sir Howard Davies, former chairman of the Financial Services Authority, recently shared his views on the repercussions in Asia of the debt crisis in Europe at the RBS Korea Taiwan Conference in November.
Russia: sheltered in the short-term but with long-term challenges
Professor Igor Yurgens, a senior economic adviser to President Dmitry Medvedev, and Timothy Ash, RBS Head of Emerging Markets Research answer questions on Russia’s economic outlook, the impact of the Euro crisis and the long-term challenges.
An Asian Century? Interview with Lord Patten
November 2011
With the economic growth of China and India continuing to eclipse that of their western rivals, Lord Patten assesses their chances of becoming the 21st century’s leading global powers.
Asian Inflation - need to know
October 2011
The key factors behind the rise in Asian inflation
Offshore renminbi and its market: need to know
October 2011
Key information on the development of Chinese currency markets.
Asia’s inflation problem is here to stay
September 2011
Many predict that the inflation high-water mark has been reached in most Asian economies. But RBS's Sanjay Mathur believes any dip in inflation is likely to be temporary as structural impacts of the region’s rapid economic expansion prove to be more enduring.
Foreign banks chase market share in China
September 2011
China is a key market for global financial institutions and represents a lucrative opportunity amid economic turmoil in Europe and the US. RBS’s John McCormick, CEO Markets & International Banking Asia Pacific, assesses the capital markets and how they can be accessed by foreign banks.
Related products
Insight themes
Explore our latest insight themes