Insights and Analysis

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Global / Economics & Strategy

Research Library

October 22, 2020
Research Library

Economics and Macro Strategy

Hong Kong / Economics & Strategy

Hong Kong: Upgrading the 2021 outlook

October 21, 2020
Hong Kong: Upgrading the 2021 outlook

The rebound of asset prices and economy will hinge crucially on the development of COVID and the relaxation of immigration policies.

Global / Economics & Strategy

November Macro Insights Livestream

October 21, 2020
November Macro Insights Livestream

US elections and implications for Asia, Thursday,November 5, 4:00PM

Asia / Materials

Nickel and Battery: A Paradigm Shift

October 21, 2020
Nickel and Battery: A Paradigm Shift

Nickel prices could head towards US$20,000/tonne as we expect the market to turn to a deficit from 2021 amid growing demand from the electric vehicle sector.

Indonesia / Consumer,Healthcare

COVID-19 accelerating shifts in Indonesian consumer behavio...

September 22, 2020
COVID-19 accelerating shifts in Indonesian consumer behaviour

A survey we conducted showed the pandemic has profoundly changed consumer behaviour in Indonesia. We outline the changes and how companies need to adapt.

Global / Energy

COVID-19 and the energy transition landscape

September 17, 2020
COVID-19 and the energy transition landscape

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

Singapore / Equities

Thai Monthly Strategy: Multiple headwinds

March 04, 2020
Thai Monthly Strategy: Multiple headwinds

Rising political risks, slowing economy and Covid-19 led uncertainties caused SET to tumble 15% year to date, severely underperforming regional peers.

Hong Kong / Equities

Hong Kong Market Strategy: Approaching the turning point

February 19, 2020
Hong Kong Market Strategy: Approaching the turning point

Oversold sectors expected to outperform as the global economy moves to recovery stage as new confirmed Covid-19 cases drop steadily.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / GDP

China: Recovery continues, monetary policy neutral

October 19, 2020
China: Recovery continues, monetary policy neutral

China’s economic recovery remains intact.

Global / GDP

Macro Insights Weekly: Two types of recoveries

October 19, 2020
Macro Insights Weekly: Two types of recoveries

Both China and the US are on track for robust rebounds in 3Q and 4Q. The recovery path of the world’s two largest economies is however strikingly different.

Singapore / Growth,FX

Singapore: Emerging upside; supportive MAS

October 14, 2020
Singapore: Emerging upside; supportive MAS

The advance GDP estimates for 3Q20 have reaffirmed that the worst of the current economic cycle is behind us.

Global / FX

FX Daily: USD and stimulus; GBP and Brexit

October 22, 2020
FX Daily: USD and stimulus; GBP and Brexit

Relieved that talks have resumed for US stimulus and Brexit deal.

Global / Rates,FX

Macro Strategy: Asia bonds and US elections; USD and stimul...

October 22, 2020
Macro Strategy: Asia bonds and US elections; USD and stimulus talks

Mixed ahead of second US presidential debate.

Global / FX

FX Daily: Event-driven risks

October 21, 2020
FX Daily:  Event-driven risks

Clarity is still lacking over US stimulus and Brexit talks

Market Movers

  • Daily Digest
  • Daily Digest
Global / Wealth Dailies

Stocks jostle with economic fallout from virus

February 19, 2020
Stocks jostle with economic fallout from virus

Wealth Dailies rounds up overnight markets with Market Newsfeed, Macro Strategy, Singapore Stock Pulse, and Regional Morning Pack

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There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Strategy

There were no matching records found for category Markets and subcategory Strategy

There were no matching records found for category Markets and subcategory Strategy

Featured Publications

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.

Vietnam / Equities

Understanding Vietnam: A Rising Star

September 19, 2019
Understanding Vietnam: A Rising Star

Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.