Insights and Analysis

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Global / Economics & Strategy

Research Library

August 10, 2021
Research Library

Economics and Macro Strategy

Global / Economics

Kopi time with Taimur Baig podcast E60

August 05, 2021
Kopi time with Taimur Baig podcast E60

Sopnendu Mohanty on Singapore's burgeoning FinTech scene.

India / Rates

Mapping India’s Financial Conditions Index (FCI)

August 03, 2021
Mapping India’s Financial Conditions Index (FCI)

We construct an aggregate Financial Conditions Index (FCI) to arrive at an unified signal for the underlying financial conditions in the economy.

Singapore / Financial Wellness

No storm lasts forever: Preparing for the next crisis

March 24, 2021
No storm lasts forever: Preparing for the next crisis

The COVID-19 pandemic impacted many financially but as the economy recovers, have fates changed?

Singapore / Financials

No storm lasts forever: Impact of COVID-19 on financial wel...

March 02, 2021
No storm lasts forever: Impact of COVID-19 on financial wellness

Although Singapore’s economy is now at a turning point, our analysis shows there are still segments of society where assistance is crucial to help tide them through this crisis.

Singapore / Real Estate

The rise of modern logistics in emerging Asean

December 09, 2020
The rise of modern logistics in emerging Asean

As consumption increases and e-commerce grows in Asean, the demand for modern supply chain and logistics space is growing exponentially. Which nations are poised to ride this wave?

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
Philippines / GDP

Philippines: A laggard in the pandemic recovery

August 10, 2021
Philippines: A laggard in the pandemic recovery

The Philippine economy contracted by minus 1.3% QoQ in 2Q21, reflecting the impact of virus curbs. We cut our 2021 GDP forecast to 4.2% on a challenging domestic demand outlook.

Indonesia / GDP

Indonesia: A sharp rebound in 2Q21 GDP

August 05, 2021
Indonesia: A sharp rebound in 2Q21 GDP

Indonesia expanded a strong 7.1% y/y in 2Q21, after four consecutive quarters of contraction.

Hong Kong / GDP

Hong Kong: Speedy recovery

August 02, 2021
Hong Kong: Speedy recovery

Hong Kong’s real GDP held up at 7.5% YoY in 2Q21 from 8.0% in the previous quarter.

Global / FX

FX Daily: The Fed’s hawkish tilt returns (Philip Wee)

August 10, 2021
FX Daily: The Fed’s hawkish tilt returns (Philip Wee)

EUR is less resilient than GBP to USD strength.

Global / Rates

Rates: Turning point for USD rates?

August 10, 2021
Rates: Turning point for USD rates?

US 10-year bond yield should be closer to 1.60-1.70%

Global / Credit

Credit: Caution in Asian credit (Wei Liang Chang)

August 06, 2021
Credit:  Caution in Asian credit (Wei Liang Chang)

Indian and Indonesian DACS widened by 15-26bps.

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
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 Daily Digest

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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

Global / FX

FX Daily: More Fed speakers debate taper (Philip Wee)

August 04, 2021
FX Daily: More Fed speakers debate taper  (Philip Wee)

FX holding ground ahead of US jobs data

Global / Rates

Rates: First SINGA bond issuance set for 1 October (Eugene ...

August 04, 2021
Rates: First SINGA bond issuance set for 1 October (Eugene Leow)

First SINGA bond issuance announced.

Global / Rates

Rates: Growth worries, UST supply-demand mismatch (Eugene L...

August 03, 2021
Rates: Growth worries, UST supply-demand mismatch (Eugene Leow)

US yields to take longer to return to fair value.

Think

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.