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Global / Economics & Strategy

Research Library

May 29, 2020
Research Library

Economics and Macro Strategy

India / GDP

India’s post-lockdown priorities

May 28, 2020
India’s post-lockdown priorities

Containing the health crisis, boosting growth, financial sector health and easing supply chains will be the key priorities.

Global / Economics & Strategy

Will Covid-19 crowd out the climate and social agenda?

May 27, 2020
Will Covid-19 crowd out the climate and social agenda?

The risks and fallout from Covid-19 are so clear and devastating that a global united front has been formed readily to fight it. But what about climate change? What about inequality?

China / Consumer Discretiona

Opportunities in uncharted territories

May 29, 2020
Opportunities in uncharted territories

We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.

China / Consumer

China E-Commerce Platforms: Who Will Make Money in Lower-Ti...

May 28, 2020
China E-Commerce Platforms: Who Will Make Money in Lower-Tier Cities?

E-commerce’s share of China’s retail pie is set to grow, thanks to growing online penetration in lower-tier cities. We outline what will be key to gaining market share there.

Asia / Energy

Is the rally in oil prices sustainable?

April 03, 2020
Is the rally in oil prices sustainable?

Crude oil rallies 25% on Trump’s tweets about the prospect of massive supply cuts. But we do not think prices can be sustained at these levels. Find out why.

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.

Thailand / Equities

Thai Strategy Update: Turning into safe mode

January 23, 2020
Thai Strategy Update: Turning into safe mode

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Economics

The Asia Economist

May 28, 2020
The Asia Economist

Samuel Tse on Hong Kong’s outlook amid social unrest and the ongoing pandemic

Global / Growth

Macro Insights Weekly: China-US tension to the fore, yet ag...

May 26, 2020
Macro Insights Weekly: China-US tension to the fore, yet again

The list of China-US friction is long, each with grave geopolitical implications. With elections looming, US politicians are likely to ratchet up the tension, with China not backing down.

Global / Economics

Kopi time with Taimur Baig podcast E14

May 25, 2020
Kopi time with Taimur Baig podcast E14

Dr. Sri-Kumar on likely stagflation, long gold, short USD and selectively positive EM.

Global / FX,Rates

FX has tilted towards a glass half-full outlook; BOK is don...

May 29, 2020
FX has tilted towards a glass half-full outlook; BOK is done with rate cuts

FX has tilted towards a glass half-full outlook; BOK is done with rate cuts

Global / FX,Rates

FX is looking out for silver linings; Fed’s credit pivot

May 27, 2020
FX is looking out for silver linings; Fed’s credit pivot

FX is looking out for silver linings; Fed's credit pivot

Global / Rates

Regional Rates: Rocky Recovery

May 26, 2020
Regional Rates: Rocky Recovery

We take stock of how markets have recovered through the COVID-19 ordeal.

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.