Insights and Analysis

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Singapore / Growth, Fiscal

Singapore Budget 2021: Supporting the recovery

January 19, 2021
Singapore Budget 2021: Supporting the recovery

Budget 2021, due on 16th February, will be crucial in supporting the recovery process.

Global / Economics & Strategy

Macro Insights Weekly: Inflation watch

January 18, 2021
Macro Insights Weekly: Inflation watch

The new year has begun with renewed focus on the reflation trade,with yield curves steepening and inflation expectations rising.

Global / Economics & Strategy

Research Library

January 18, 2021
Research Library

Economics and Macro Strategy

Singapore / Real Estate

Singapore Property: Policy tweaks on the horizon?

January 19, 2021
Singapore Property: Policy tweaks on the horizon?

The Singapore government may announce policy tweaks to cool property prices’ continued rise. This could cause share prices of developers to weaken.

Asia / Materials

Nickel: Emerging as a mainstay of EV battery sector

January 19, 2021
Nickel: Emerging as a mainstay of EV battery sector

We revised up our nickel price forecasts on the back of growing demand from the electric vehicle sector. But the recent nickel price rally appears to be excessive, in our view.

China / Communication

China Telecom Sector: Time to bottom fish

January 18, 2021
China Telecom Sector: Time to bottom fish

The panic sell-off on Chinese telecom operators due to a US executive order offers an attractive buying opportunity as we expect the sector’s earnings outlook to improve in 2021.

Singapore / Stock Pulse

Singapore Real Estate: Look out for policy tweaks

January 19, 2021
Singapore Real Estate: Look out for policy tweaks

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

January 19, 2021
Singapore Equity Picks

Turning the Worst of Times to the Best of Times

Singapore / Stock Pulse

Maintain STI near-term upside cap at 3,050

January 18, 2021
Maintain STI near-term upside cap at 3,050

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
India / Fiscal, Budget

India budget: To align with pandemic-led shifts

January 18, 2021
India budget: To align with pandemic-led shifts

Fiscal consolidation in FY22 will be backed by strong nominal growth and higher revenue assumptions.

China / GDP

China: Strengthening recovery momentum

January 18, 2021
China: Strengthening recovery momentum

China’s economic recovery momentum strengthened further in the fourth quarter.

Global / GDP

Macro Insights Weekly: Shape of 4Q20 and 1Q21

January 11, 2021
Macro Insights Weekly: Shape of 4Q20 and 1Q21

Markets are keen to leave the tumult of Brexit and US elections behind, and embrace the upside of vaccine rollout and fiscal stimulus in the US and EU.

Global / FX

FX Daily: Yellen to reject Trump’s weak USD policy

January 19, 2021
FX Daily: Yellen to reject Trump’s weak USD policy

Restoring America’s global leadership would include the USD.

Global / FX, Rates

Macro Strategy: Yellen and USD policy; rates and inflation ...

January 19, 2021
Macro Strategy: Yellen and USD policy; rates and inflation sentiment

Yellen’s USD stance and US inflation expectations.

Global / FX

FX Daily: USD is holding up into Biden’s inauguration

January 18, 2021
FX Daily: USD is holding up into Biden’s inauguration

EUR and GBP to test support levels at 1.20 and 1.35 respectively.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Developed Markets / Market Newsfeed

News: US equity futures fluctuate

January 19, 2021
News: US equity futures fluctuate

Global stock markets are losing steam

Asia / Market Newsfeed

News: Analysts are the most bullish on China companies

January 19, 2021
News: Analysts are the most bullish on China companies

China overtakes long-time leader South Korea as the market that analysts are the most upbeat about

Global / Market Newsfeed

News: Oil falls near USD52

January 19, 2021
News: Oil falls near USD52

This comes with the virus surging and dollar strengthening

Global / FX Technicals

AUD/USD: Bulls take a breather, buying dips remains fancied

January 19, 2021
AUD/USD: Bulls take a breather, buying dips remains fancied

The market is increasingly questioning the RBA's stance, given the backdrop of a better-than-expected economic recovery

Global / FX Technicals

EUR/AUD: Weakness to persist on AUD glow

January 13, 2021
EUR/AUD: Weakness to persist on AUD glow

A large bearish head-and-shoulders pattern undermines the EUR/AUD cross, calling out for AUD to do better vs EUR

Global / FX Technicals

GBP/USD: Selling into a trend pause

January 12, 2021
GBP/USD: Selling into a trend pause

The possibility of a double dip recession and return of expectations for negative UK rates seed a trend pause

Global / CIO Weekly

Weekly: Expectations for growth abound

January 19, 2021
Weekly: Expectations for growth abound

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

Global / CIO Insights

Gold is the way to go

January 19, 2021
Gold is the way to go

Portfolios can stand to benefit more from allocations to gold

Global / CIO Perspectives

Persistence of low bond yields and the need for a robust cr...

January 15, 2021
Persistence of low bond yields and the need for a robust cross-asset income strategy

Beyond intermittent spikes, the long-term downtrend for bond yields remains due to structural reasons

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.