Insights and Analysis

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China / FX

Surging flows in and out of China

June 16, 2021
Surging flows in and out of China

How does one reconcile half a trillion dollars of net flows into China since the beginning of last year and little sign of their impact on the macroeconomy? We dig deep.

Singapore / Growth, FX

Singapore: Towards mass vaccination and economic recovery

June 15, 2021
Singapore: Towards mass vaccination and economic recovery

Singapore is making good progress in its mass vaccination and economic normalisation efforts amid the COVID environment.

Global / Economics & Strategy

Research Library

June 15, 2021
Research Library

Economics and Macro Strategy

China / Information Tech

China Data Centres: Assessing ByteDance’s potential entry

June 17, 2021
China Data Centres: Assessing ByteDance’s potential entry

ByteDance reportedly has plans to enter the cloud business in China as early as September this year. We believe this will be positive for data centre operators. Find out why.

Malaysia / Real Estate

Malaysia REITs: Essential names in office segment

June 17, 2021
Malaysia REITs: Essential names in office segment

We believe the office segment of Malaysian REITs will be more resilient in the coming months and expect the impact from Movement Control Order 3.0 to be manageable.

Asia / Materials

Regional Metal: China releases reserves to cool prices

June 17, 2021
Regional Metal: China releases reserves to cool prices

Price of aluminium, copper and zinc declined on news China is releasing state reserves of non-ferrous metals in a bid to cool prices. Will prices continue to slide?

Singapore / Stock Pulse

Singapore REITS: Remaining in favour

June 18, 2021
Singapore REITS: Remaining in favour

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

How will Fed’s rate hike signal impact the STI?

June 17, 2021
How will Fed’s rate hike signal impact the STI?

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 / Equity Picks

Singapore Equity Picks

June 16, 2021
Singapore Equity Picks

Unfazed by heightened measures

Economics Daily

  • Economics
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  • Economics
  • Macro Strategy
Indonesia / Rates

Bank Indonesia: a balancing act

June 17, 2021
Bank Indonesia: a balancing act

Thursday’s policy decision held little surprise, as the benchmark rate was held unchanged at 3.5%.

Asia / Monetary

Macro Insights Weekly: Fed’s tools to help the world (and t...

June 14, 2021
Macro Insights Weekly: Fed’s tools to help the world (and the US)

As the issuer of the world’s premier reserve currency, the US Federal Reserve has considerable ability to act as a stabiliser during times of global market stress.

Asia / Monetary

Macro Insights Weekly: Is PBoC ahead of the curve?

June 07, 2021
Macro Insights Weekly: Is PBoC ahead of the curve?

In contrast to the ultra-easy fiscal and monetary policy stance in the G3, China’s policy has shifted to neutral, with a bias toward tightening.

Asia / Interest Rates

Asian rates primed to rise in 2H

June 18, 2021
Asian rates primed to rise in 2H

A material improvement in the regional growth outlook and strong recovery in capital inflows are necessary preconditions for us to turn bullish across-the-board on Asia bonds.

Global / Credit,FX

Macro Strategy: Pressure on Asian high yield credit; USD pa...

June 18, 2021
Macro Strategy: Pressure on Asian high yield credit; USD pause

Post-FOMC angst for a second session

Global / FX

FX Daily: USD pause ahead of weekend (Philip Wee)

June 18, 2021
FX Daily: USD pause ahead of weekend (Philip Wee)

USD rebound a tad too much, too quick

Market Movers

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Developed Markets / Market Newsfeed

News: US tech shares rally and Treasuries advance

June 18, 2021
News: US tech shares rally and Treasuries advance

Some investors interpret Powell comments as preparing markets for hawkish tilt

Asia / Market Newsfeed

News: Hong Kong jobless rate falls for the third straight m...

June 18, 2021
News: Hong Kong jobless rate falls for the third straight month

It is at a one-year low, the latest sign that the city is pulling out of a recession

Global / Market Newsfeed

News: Oil sinks on dollar strength

June 18, 2021
News: Oil sinks on dollar strength

This comes amid a broader commodity selloff

Global / FX Technicals

EUR/USD: A rollback is within sights

June 14, 2021
EUR/USD: A rollback is within sights

Technically, there is momentum loss providing the basis for a roll lower for EUR

Global / FX Technicals

NZD/USD: Picking up range dips

June 10, 2021
NZD/USD: Picking up range dips

A technical setup implies dips would find support for a bounce higher

Global / FX Technicals

Silver (XAG/USD): Finding value on dips

June 08, 2021
Silver (XAG/USD): Finding value on dips

The market overall seems to prefer gold over silver; but silver remains pledged to an overall bullish tone

Global / CIO Weekly

The capex race is on

June 16, 2021
The capex race is on

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

Global / CIO Vantage Point

An electrifying future with EVs

June 16, 2021
An electrifying future with EVs

The allure of the Electric Vehicle has never been stronger

Global / CIO Perspectives

Ride the technology capex up-cycle

June 16, 2021
Ride the technology capex up-cycle

The future of broad technology remains compelling

Featured Publications

Keppel Corp wins mega US$2.3bn contract

May 11, 2021
Keppel Corp wins mega US$2.3bn contract

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.

Reducing carbon: Why and how

April 29, 2021
Reducing carbon: Why and how

Climate change is a defining challenge. This primer covers the why and how of decarbonisation, which includes reducing carbon emission and capturing/sequestering carbon.

Macro Insights Livestream - April 2021

April 07, 2021
Macro Insights Livestream - April 2021

The race to vaccination.