http://www.fxstreet.com/fundamental/market-view/research-asia/http://www.fxstreet.com/fundamental/http://mediaserver.fxstreet.com/images/fxstreet-provider-logo1-en.gif7http://www.fxstreet.com/fundamental/market-view/research-asia/2009-06-24.htmlJapan is returning to growth. We expect growth in H2 09 to exceed potential growth significantly and outperform both the US and Euroland. In addition to fiscal easing, the main explanation is a rebound in industrial activity driven by an extraordinarily strong inventory cycle and recovery in exports particularly to the rest of Asia. However, the outperformance will be temporary and should, in our view, mainly be regarded as a catch-up on the earlier strong underperformance. Hence, we still doWed, 24 Jun 2009 09:27:02 GMThttp://www.fxstreet.com/fundamental/market-view/danskeresearch@danskebank.com (Danske Bank A/S)http://www.fxstreet.com/fundamental/market-view/research-asia/2009-06-24.htmlhttp://www.fxstreet.com/fundamental/market-view/research-asia/2008-10-10.htmlAmong Asian countries, South Korea is a prime potential victim of the current global credit crunch. Debt leverage among domestic households and companies has soared, domestic commercial banks are dependent on short-term wholesale and foreign funding and the current account has deteriorated on the back of higher crude oil prices. Hence, we expect the South Korean economy and KRW to underperform in the current global financial deleveraging environment.  However, South Korea’s externalFri, 10 Oct 2008 07:14:51 GMThttp://www.fxstreet.com/fundamental/market-view/danskeresearch@danskebank.com (Danske Bank A/S)http://www.fxstreet.com/fundamental/market-view/research-asia/2008-10-10.htmlhttp://www.fxstreet.com/fundamental/market-view/research-asia/2007-03-01.htmlLast month I visited China talking to local analysts and policy makers. The general impression is that the dynamism and optimism in the Chinese economy remain intact. And as China moves further up the value chain it is difficult to see anything stopping the Chinese boom just yet. We forecast that the Chinese industry will gain speed during spring as the global industry bottom out. With investment growth remaining around 20% y/y and China's industry doing fine we expect the economy will grow atThu, 01 Mar 2007 14:55:29 GMThttp://www.fxstreet.com/fundamental/market-view/danskeresearch@danskebank.com (Danske Bank A/S)http://www.fxstreet.com/fundamental/market-view/research-asia/2007-03-01.htmlhttp://www.fxstreet.com/fundamental/market-view/research-asia/2007-02-09.htmlDuring our Asian round trip we visited Tokyo talking to policymakers and local analysts. Everyone told us that it was only due to political pressure that the BoJ left interest rates on holds at the January meeting. In our view, the policy board of the BoJ seems to be split into (at least) two groups. One group believes that the BoJ should normalise monetary policy. This group believes that the BoJ should take the opportunity now, when the economy is undergoing a long-term economic expansion,Fri, 09 Feb 2007 08:46:26 GMThttp://www.fxstreet.com/fundamental/market-view/danskeresearch@danskebank.com (Danske Bank A/S)http://www.fxstreet.com/fundamental/market-view/research-asia/2007-02-09.htmlhttp://www.fxstreet.com/fundamental/market-view/research-asia/2006-11-21.htmlIn this note, we attempt to make a judgement as to the sustainability of the Chinese growth model. We question whether China’s investment boom continue, or face the risk of a financial meltdown as we saw in Japan in 1990 and East Asia in 1997-1998? We also scrutinise whether China will be able to move further up the value chain, which is essential to maintain high productivity growth. We argue that on a 10-20 year horizon corporate investment growth is likely to slow as the industry intensityTue, 21 Nov 2006 16:19:48 GMThttp://www.fxstreet.com/fundamental/market-view/danskeresearch@danskebank.com (Danske Bank A/S)http://www.fxstreet.com/fundamental/market-view/research-asia/2006-11-21.htmlhttp://www.fxstreet.com/fundamental/market-view/research-asia/2006-08-03.htmlAfter a strong rally in the beginning of the year Asian currencies seem to have lost some of their pace. We take a deeper look into the Asian currency complex by assessing the key drivers of Asian exchange rate movements. We argue that the basket-peggers (TWD, PHP, SGD and THB) will benefit from CNY and JPY strength, whereas the ‘soft’ dollar peggers (HKD and INR) will be hurt by dollar weakness. Current account (CA) developments have split Asia in two, with one group (China, Malaysia,Thu, 03 Aug 2006 07:56:43 GMThttp://www.fxstreet.com/fundamental/market-view/danskeresearch@danskebank.com (Danske Bank A/S)http://www.fxstreet.com/fundamental/market-view/research-asia/2006-08-03.html