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Developed Markets / Equities

US Equities Push Higher

February 27, 2017
US Equities Push Higher

The post-election rally in US stocks continues; European equities retreat

Asia / Equities

Asian Markets Weaker

February 27, 2017
Asian Markets Weaker

Most Asian markets were under pressure on Friday

Global / Currencies

USD Ends Higher

February 27, 2017
USD Ends Higher

The dollar finishes in positive territory following a roller-coaster session

Global / Insights

S&P 500 Bulls Charge Ahead

February 27, 2017
S&P 500 Bulls Charge Ahead

Fifth consecutive week of positive returns, but risks remain

Global / Insights

US Reflationary Trade Stays in Play

February 20, 2017
US Reflationary Trade Stays in Play

Investors focus on US economic/earnings rebound

Global / Insights

Market Optimism Drives US Equities Higher

February 13, 2017
Market Optimism Drives US Equities Higher

Trump administration's "phenomenal" tax announcement power markets

Global / FX Chartist's Diary

Quick Look at USD/CAD

November 11, 2016
Quick Look at USD/CAD

Canada's dollar is a NAFTA currency, but it has been far less volatile than the Mexican Peso

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
A Nervous New World (Part 2)

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

Global / Clear Call

A Nervous New World (Part 1)

November 09, 2016
A Nervous New World (Part 1)

Here's what President Donald Trump means for global economies and markets

Insights and Analysis

  • Economics
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  • Economics
  • Industry
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China / Currencies

The Rise and Rise (and Rise) of the Yuan

February 24, 2017
The Rise and Rise (and Rise) of the Yuan

The Chinese yuan will continue its 20-year march north, beneath all the huckus-ruckus of bilateral currency moves that few can explain and fewer can predict.

Indonesia / Rates

The Next Move Is A Rate Hike

February 21, 2017
The Next Move Is A Rate Hike

Recent growth and inflation data are supportive of a rate hike by Bank Indonesia; we think this may happen in the third quarter, if not sooner.

Singapore / GDP

Budget: Building the Future Economy

February 21, 2017
Budget: Building the Future Economy

Amid an improved but uneven growth outlook, Singapore’s budget for 2017 appears well-balanced. There are measures to address short-term concerns for some segments of the economy but the focus c...

China / Real Estate

Impact of Higher Mortgage Rates

February 22, 2017
Impact of Higher Mortgage Rates

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier-I to -III cities; as well as an overview of the share performance of sector players.

Global / Oil and Gas

Saudi Arabia: No Need to Extend OPEC Deal

February 20, 2017
Saudi Arabia: No Need to Extend OPEC Deal

Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.

China / Real Estate

Sales Recover After Lunar New Year

February 14, 2017
Sales Recover After Lunar New Year

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier 1 to 3 cities; as well as an overview of the share performance of sector players.

Global / Equities

Weekly Global ETF Commentary

February 27, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

February 20, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

February 13, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
Japan / Rates

Eye on Production, Consumption and CPI

February 27, 2017
Eye on Production, Consumption and CPI

A slew of data out this week, particularly inflation numbers, will likely persuade the Bank of Japan to keep its current monetary stance.

India / GDP

Banknote Ban: Notable Impact Expected

February 27, 2017
Banknote Ban: Notable Impact Expected

India’s 2016 fourth quarter GDP data release this week will be crucial, as it will capture the impact of the banknote ban introduced in early November last year.

Singapore / GDP

Manufacturing Outlook Remains Bright

February 27, 2017
Manufacturing Outlook Remains Bright

As expected, Singapore’s volatile pharmaceutical sector posted a pullback in January, but the outlook remains bright for the manufacturing sector as external demand gains strength.

Europe / Inflation

February Inflation to Test ECB Target

February 27, 2017
February Inflation to Test ECB Target

Advance estimates for February inflation are likely to hit 2%, testing the European Central Bank’s target. But that is unlikely to prompt any changes in the policy commentary or measures.

US / GDP

Investment to Lift US GDP

February 27, 2017
Investment to Lift US GDP

Stronger durable goods orders and investment more generally is the swing factor in what underlies our expectation for faster GDP growth this year

US / Currencies

Wary of Disappointments

February 27, 2017
Wary of Disappointments

The US dollar has not been able to rally because of the Federal Reserve’s lack of urgency to hike rates. And the last thing US-dollar bulls need is two disappointments from Trump and the Fed this wee...

Featured Publications

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...