Led by China 3
Ageing Asia 7
Developing insurance and
pension markets in Asia 10
BoJ on the move 13
Indonesia’s current account
deficit 16
What the PMIs tell us 19
Indicators 25
GDP 26
Industrial Production 27
Exports 28
Consumer Spending 29
Headline CPI 30
Core CPI 31
Asset Prices 32
Money & Credit 33
Rates 34
Foreign Exchange 35
Global indicators 36
HSBC Surprise Indicators – From FX strategy team 37
Lead Indicators I: OECD Composite Lead Indicators 38
Lead Indicators II: National Lead Indicators 39
Countries 41
Australia 42
China 43
Hong Kong 44
India 45
Indonesia 46
Japan 47
Korea 48
Malaysia 49
New Zealand 50
Philippines 51
Singapore 52
Sri Lanka 53
Taiwan 54
Thailand 55
Vietnam 56
Disclosure appendix 58
Disclaimer 59