Insights and Analysis

In-depth and broad analysis of major developments in Asia’s economic activity, policy, equity, property and currency markets and what they mean for our clients.

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Equity Strategies

Singapore / Stock Pulse

Keppel and KrisEnergy agree to amend loan agreement...

July 09, 2020

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.

Key summary points
  • The DCR mapped to the component do not contains key summary points
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    Macro Insights

    India’s Economies and Markets Around Elections

    March 05, 2019

    Industry

    Hong Kong / Real Estate

    Solid residential demand in Hong Kong

    July 09, 2020
    Hong Kong

    With solid demand from first-time buyers and a favourable interest rate environment, the outlook of the residential market could be more positive than previously anticipated.

    Malaysia / Financials

    Profitability to be hit one more time

    July 08, 2020
    Malaysia

    The Malaysian central bank’s latest cut is another blow to banking sector margins. While valuations are cheap, we remain neutral on the sector. Find out why.

    Economics

    China / FX

    China/HK: GBA Wealth Connect is coming...

    July 09, 2020

    The PBoC and its Hong Kong and Macau counterparts have recently announced plans to establish a cross-boundary Wealth Management Connect pilot scheme in the Greater Bay Area.

    Key summary points
    • Wealth Management Connect is the 4th cross-border investment channel…
    • … between Hong Kong and mainland China since 2014
    • Wealth managers stand to benefit given Guangdong’s massive affluent population
    • At the initial stage, the scheme will cover mainly investment products with relatively low risk
    • The channel enables closed-loop RMB funds flow across the border to contain financial risks

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    There were no dcr path found

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