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Global / Economics & Strategy

Research Library

September 21, 2020
Research Library

Economics and Macro Strategy

Global / Economics

The Asia Economist

September 18, 2020
The Asia Economist

Chang Wei Liang and Samuel Tse on the present and future of digital currencies.

Asia / GDP

North Asia Chartbook: More signs of recovery, but pace diff...

September 16, 2020
North Asia Chartbook: More signs of recovery, but pace differs

Recovery is gathering pace in China and Taiwan and is back on track in Japan and South Korea.

Thailand / Energy

Thailand Oil and Gas: 3Q20 commodities update

September 21, 2020
Thailand Oil and Gas: 3Q20 commodities update

Commodity prices and spreads favour only upstream and specific chemical players. Crude prices, on average, have headed north. Petrochemical spreads, on average, have plunged.

Indonesia / Financials

All eyes on Bank Indonesia

September 18, 2020
All eyes on Bank Indonesia

We are closely watching the development of the new draft bill which may undermine Bank Indonesia’s independence and role of banking supervision and regulation.

Singapore / Real Estate

Eye on falling land leases in Industrial S-REITs

September 18, 2020
Eye on falling land leases in Industrial S-REITs

We believe investors should take note of the impact on net asset value as industrial properties in Singapore sit on shorter land lease tenures.

Singapore / Equity Picks

Singapore Equity Picks

September 21, 2020
Singapore Equity Picks

The Straits Times Index (STI) has dipped 3.5% from our previous update in August.

Singapore / Stock Pulse

Equity Picks – HPH Trust removed from Dividend category

September 21, 2020
Equity Picks – HPH Trust removed from Dividend category

For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.

Singapore / Stock Pulse

Seeking out gems in Industrial S-REITs

September 18, 2020
Seeking out gems in Industrial S-REITs

For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Debt, FX, GDP, Rates

Macro Insights Weekly: A world of debt

September 21, 2020
Macro Insights Weekly: A world of debt

Record low rates and safe-haven investment demand will likely keep most governments’ finances under control despite sharp pandemic-related increase in deficits and debts. But risks remain.

Indonesia / Interest Rates

Indonesia: Monetary policy walks a tightrope

September 18, 2020
Indonesia: Monetary policy walks a tightrope

Bank Indonesia extended its pause on rates for a second consecutive month.

China / GDP

China: A more balanced recovery from August data

September 15, 2020
China: A more balanced recovery from August data

August data showed that the economic recovery made more headway.

Global / FX

FX Daily: DXY vs its basket

September 21, 2020
FX Daily: DXY vs its basket

Range for DXY at 92-94, EUR at 1.1750-1.19 and GBP at 1.2750-1.30.

Global / FX,Rates

Market correction concerns; Bank Indonesia walks a tight ro...

September 18, 2020
Market correction concerns; Bank Indonesia walks a tight rope

The FX landscape is more challenging that 3 months ago. BI’s focus has shifted to unconventional policy steps

Global / FX

FX Daily: Market correction concerns

September 18, 2020
FX Daily: Market correction concerns

The FX landscape is more challenging that 3 months ago.

Market Movers

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  • Daily Digest
  • Weekly Insights
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Global / Market Newsfeed

News: US stocks slump most in week

September 21, 2020
News: US stocks slump most in week

Investors mull over whether the levels of stimulus being provided is enough

Asia / Market Newsfeed

News: Ant Group receives approval to list in China

September 21, 2020
News: Ant Group receives approval to list in China

The company prepares for what could become the world's largest IPO

Global / Market Newsfeed

News: Oil has best week since June

September 21, 2020
News: Oil has best week since June

Futures rise 10% the week ended 18 September following a show of determination by Saudi Arabia

Global / FX Technicals

USD/CAD: Changing streets, watching momentum

September 21, 2020
USD/CAD: Changing streets, watching momentum

Keep a lookout for the seasonality patterns

Global / FX Technicals

USD/JPY: Looking for a downside break

September 16, 2020
USD/JPY: Looking for a downside break

USD/JPYs sensitivity to US rates implies a greater vigilance on tomorrow’s FOMC rather than the BOJ policy meeting

Global / FX Technicals

AUD/NZD: Bulls still maintaining the advantage

September 15, 2020
AUD/NZD: Bulls still maintaining the advantage

The RBNZ's stronger dose of monetary policy dovishness supports the AUD/NZD cross

Global / CIO Perspectives

Credit: Still shines beyond intervention

September 21, 2020
Credit: Still shines beyond intervention

Investors should stay engaged with credit, with or without the Fed's direct intervention

Global / CIO Weekly

CIO Weekly Highlights: FOMC to draw investor attention

September 16, 2020
CIO Weekly Highlights: FOMC to draw investor attention

Keep abreast of market moving events with CIO's weekly bulletin

Global / Equities

Move beyond pandemic angst

September 16, 2020
Move beyond pandemic angst

A vaccine will provide further uplift for risk assets, cementing the "Vaccine Discovery theme"

Featured Publications

Yuan recoups all losses since virus outbreak

March 06, 2020
Yuan recoups all losses since virus outbreak

Stimulus expectations and a weaker greenback are supporting the currency

Singapore / Consumer

Singapore Downstream F&B: Mass-market F&B set to sizzle

October 22, 2019
Singapore Downstream F&B: Mass-market F&B set to sizzle

Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.

China / Real Estate

China Property Management: Catch the rising stars

October 09, 2019
China Property Management: Catch the rising stars

Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.