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Developed Markets / Equities

Wall Street Mixed

February 24, 2017
Wall Street Mixed

The Dow hits an all-time high; European and Japanese shares decline

Global / Currencies

USD Extends Losses

February 24, 2017
USD Extends Losses

US Treasury Secretary Mnuchin's comments keep the greenback down; yen and euro strengthen

Asia / Equities

Asian Stocks Fall

February 24, 2017
Asian Stocks Fall

The uptrend stalls as Asian markets come under pressure

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 / Insights

US Policy Uncertainties Dominate Sentiments

February 06, 2017
US Policy Uncertainties Dominate Sentiments

As initial enthusiasm over the "Trump Trade" subsides, investors look at latest policy developments

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
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
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 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.

Global / Equities

Weekly Global ETF Commentary

February 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
Taiwan / GDP

Rebound in Industrial Production

February 24, 2017
Rebound in Industrial Production

Taking seasonal effects into the account, Taiwan’s industrial production growth registered a strong 4.3% on-month in January.

Singapore / Rates

Oscillating Correlation

February 24, 2017
Oscillating Correlation

The correlation between the three-month Singapore swap offer rate (SOR) and the three-month London Interbank Offered Rate (Libor) has been relatively weak in recent months.

Philippines / GDP

The Disappearing Current Account Surplus

February 24, 2017
The Disappearing Current Account Surplus

We’re not overly concerned about Philippines’ shrinking current account surplus; given the huge growth potential, we reckon that foreign direct investment (FDI) inflows may continue to rise going for...

US / Rates

Fed Hike Based on February Labour Data

February 24, 2017
Fed Hike Based on February Labour Data

We continue to think that a March rate hike by the US Federal Reserve is more likely than not, and that February labour reports will be the deciding factor.

US / Rates

Time to Rethink Valuations

February 23, 2017
Time to Rethink Valuations

The last few months have led to a rethink in valuations for US Treasurys and the US equity markets. So which is the better bet? Read on for our comparison.

US / GDP

No Fear in Stocks and Mortgages

February 23, 2017
No Fear in Stocks and Mortgages

US mortgage applications look a lot like the stock market of late and neither seems afraid of a few US Federal Reserve hikes.

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...