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Global / Economics & Strategy

Research Library

February 20, 2020
Research Library

Economics and Macro Strategy

Singapore / Fiscal

Singapore: A robust fiscal response

February 19, 2020
Singapore: A robust fiscal response

The government delivered a robust response to the Covid-19 outbreak and introduced a record budget deficit of SGD 10.95bn (2.1% of nominal GDP).

China / Growth

China Chartbook: Understanding the impact of COVID-19 in 10...

February 18, 2020
China Chartbook: Understanding the impact of COVID-19 in 10 charts

This chartbook illustrates how the coronavirus could affect China’s economy and beyond.

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China Home Appliance Sector: A smart leap

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

Asia / Oil and Gas

Regional Oil: Geopolitical risks back to the fore

January 07, 2020
Regional Oil: Geopolitical risks back to the fore

Escalating geopolitical risks in the Middle East could lead to further spikes in oil prices as Iran retaliation uncertainty looms ahead.

China / Consumer

China Catering Sector: Blue Skies

December 06, 2019
China Catering Sector: Blue Skies

Our analysts took a deep dive exploring how China’s restaurant and catering business environment has evolved over the years as the country’s economy leapfrogged forward.

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.

Indonesia / Equity Picks

Indonesia Equity Picks

February 18, 2020
Indonesia Equity Picks

What a start for the Indonesia equity market in 2020.

Singapore / Equity Picks

Singapore Equity Picks

February 18, 2020
Singapore Equity Picks

The Straits Times Index (STI) declined 1.1% from our 15 January update.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / Monetary

China: LPR cut delivered; more in the pipeline

February 20, 2020
China: LPR cut delivered; more in the pipeline

The PBOC cut its one-year loan prime rate to 4.05% from 4.15%.

South Korea / Growth

South Korea: Reassessing growth and policy outlook

February 18, 2020
South Korea: Reassessing growth and policy outlook

The recent outbreak of COVID-19 would interrupt the cyclical recovery in South Korea. We are revising down GDP growth forecast to 2.2% from 2.4% for 2020.

Japan / Growth

Japan: On brink of technical recession

February 17, 2020
Japan: On brink of technical recession

The economy is on the brink of a technical recession, initially hit by the sales tax hike in 4Q19, and then the COVID-19 outbreak in 1Q20.

Global / FX, Rates, Credit

Growth worries in US Treasuries, KRW weak on possible easin...

February 21, 2020
Growth worries in US Treasuries, KRW weak on possible easing, China credit stable but not firm

30Y UST yield below 2% on growth worries. KRW weakened ahead of possible BOK easing. China credit stable but not firm.

Global / FX, Rates

JPY moves into a weaker range; PHP interest rates likely to...

February 20, 2020
JPY moves into a weaker range; PHP interest rates likely to stay rich

The Japanese yen has become the latest victim to recession risks. Despite rich valuations, we don't see any near-term triggers/catalysts for PHP rates to cheapen.

India / Economics

Climate change: Evading the 'Too late, too costly' trap

February 20, 2020
Climate change: Evading the 'Too late, too costly' trap

A new crop of rational, well-groomed climate skeptics is pushing a persuasive brand of defeatism that the world cannot afford.

Market Movers

  • Daily Digest
  • Daily Digest
Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

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

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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.