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Developed Markets / Equities

Wall Street Pauses

March 24, 2017
Wall Street Pauses

Congress wrangles with a health care bill; European and Japanese stocks bounce

Asia / Equities

Asian Markets Bounce Back

March 24, 2017
Asian Markets Bounce Back

Asian equities erase dips following the worst decline in three months

Global / Currencies

Yen Gains for Eighth Straight Day

March 24, 2017
Yen Gains for Eighth Straight Day

But dollar continues to hover around a four-month low

Global / Insights

Risk Assets Push Higher amid “Dovish” Fed

March 20, 2017
Risk Assets Push Higher amid “Dovish” Fed

But looser financial conditions may force the Federal Reserve to normalise monetary policy quicker

Global / Insights

The Era of Rising Rates has Arrived

March 13, 2017
The Era of Rising Rates has Arrived

Investors' focus has shifted from "will the Fed hike rates" to "how fast will the rate hiking cycle be"

Global / Insights

No Policy Specifics? No Problem

March 07, 2017
No Policy Specifics? No Problem

The market swiftly turns its attention to March's FOMC meeting

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

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  • Economics
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Thailand / GDP

Narrower Current Account Surplus a Plus

March 21, 2017
Narrower Current Account Surplus a Plus

We expect Thailand’s current account surplus to narrow to 7.2% and 6.5% of GDP in 2017 and 2018 from 11.4% in 2016. A narrowing of the surplus should be seen as a positive sign.

Singapore / GDP

Ensuring Fiscal Sustainability

March 20, 2017
Ensuring Fiscal Sustainability

Singapore’s budget, announced last month, left many feeling it lacked the punch of previous years. But we think Budget 2017 is bigger than at first glance.

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

China / Real Estate

More Tightening Policies Rolled Out

March 21, 2017
More Tightening Policies Rolled Out

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.

China / Real Estate

Sales Cool On Tightening Measures

March 14, 2017
Sales Cool On Tightening Measures

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.

China / Real Estate

Tightening Measures Extended

March 07, 2017
Tightening Measures Extended

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 / Equities

Weekly Global ETF Commentary

March 21, 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

March 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.

Global / Equities

Weekly Global ETF Commentary

March 06, 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
India / GDP

No Threat from Wider Deficit

March 24, 2017
No Threat from Wider Deficit

India’s 2016/17 fiscal year external balance remains stable, despite the slightly wider current account deficit of late.

Philippines / Rates

Policy Normalisation on the Cards?

March 24, 2017
Policy Normalisation on the Cards?

Bangko Sentral ng Pilipinas kept its policy rate unchanged on Thursday but this could soon change. We believe the central bank could hike rates as soon as May.

Taiwan / GDP

New Infrastructure Plan Unveiled

March 24, 2017
New Infrastructure Plan Unveiled

The Taiwanese government expects its new eight-year infrastructure programme to boost GDP growth, but past experience shows this may not be the case.

Global / Currencies

Keeping Investors on Their Toes

March 24, 2017
Keeping Investors on Their Toes

The USD has been range-bound ahead of the vote on the US healthcare bill, while the GBP was unusually calm ahead of Article 50.

US / GDP

Too Conservative on Housing?

March 24, 2017
Too Conservative on Housing?

The strong northward trend in US housing is starting to make our 5% projection for growth in the sector look a little too conservative.

Global / Currencies

Is the US Dollar at Risk?

March 23, 2017
Is the US Dollar at Risk?

The US House vote on the healthcare bill may hurt Trump trades but not necessarily the US dollar. Find out why.

Featured Publications

Global / GDP

Q2: Lemmings, the Euro and the Sea

March 09, 2017
Q2: Lemmings, the Euro and the Sea

Everyone is betting on a stronger US dollar this year, largely on expectations of rate hikes by the Federal Reserve. But the Europe and the euro could have a bigger impact on global markets than anyt...

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.