Seeing the stars 3
Urbanization in Asia 5
ASEAN’s rising socio-political
risks in 2013 9
The great FDI migration 12
Hong Kong and China’s very
special relationship 17
What the PMIs tell us 22
Indicators 29
GDP 30
Industrial Production 31
Exports 32
Consumer Spending 33
Headline CPI 34
Core CPI 35
Asset Prices 36
Money & Credit 37
Rates 38
Foreign Exchange 39
Global indicators 40
HSBC Surprise Indicators – From FX strategy team 41
Lead Indicators I: OECD Composite Lead indicators 42
Lead Indicators II: National Lead indicators 43
Countries 45
Australia 46
China 47
Hong Kong 48
India 49
Indonesia 50
Japan 51
Korea 52
Malaysia 53
New Zealand 54
Philippines 55
Singapore 56
Sri Lanka 57
Taiwan 58
Thailand 59
Vietnam 60
Disclosure appendix 62
Disclaimer 63

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