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Economics and Macro Strategy
Group Research - Econs, Taimur Baig31 Jan 2023
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Macro Insights Multimedia

Macro Strategy Daily

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Macro Insights multimedia: Videos/Livestream/Podcast Series

DateReport
January 18, 2023Kopi Time E092: Balyasny’s Archana Parkeh on global market opportunities in 2023 HTML
January 18, 2023China/HK webinar: The year of the rebound HTML
December 20, 2022Kopi Time E091: Dr. Nouriel Roubini on megathreats HTML
December 5, 2022Outlook 2023: Managing Polycrisis HTML
November 30, 2022Kopi Time E090: Dr. Torbjörn Becker on Ukraine-Russia HTML
November 21, 20228 Global Economy Insights from Singapore FinTech Festival 2022 HTML
November 16, 2022Kopi Time E089: Stuart Haber, co-inventor of blockchain, on its genesis and current state HTML
November 1, 2022DBS Macro Insights Webinar: China after the Party Congress HTML
November 1, 2022Kopi Time E088: Dr. Lynn Loo on decarbonising international shipping HTML
October 17, 2022Kopi Time E087: Notes from IMF meetings in Washington HTML
October 5, 2022Kopi Time E086: OMFIF’s David Marsh on the Sterling crisis and UK HTML
October 5, 2022DBS Macro Insights Livestream October: Higher rates, lower growth, volatile currencies HTML
September 28, 2022Kopi Time E085: Ila Patnaik on India’s economy and the politics of welfare delivery HTML
September 14, 2022Kopi Time E084: The Woke Salaryman on financial literacy HTML
September 6, 2022DBS Macro Insights Livestream September: Rates, inflation, growth, supply chain HTML
August 31, 2022Kopi Time E083: Munib Madni on climate investing HTML
August 17, 2022Webinar: SGD and SGS in global stage; some considerations HTML
August 17, 2022Kopi Time E082: Carin Smaller on global food security HTML
August 10, 2022Webinar:  China’s macro uncertainties: from bank credit to property sector HTML
July 6, 2022Kopi Time E081: Prof Robert Dekle on recession risks and inflation HTML
July 6, 2022DBS Kopi Time E080 - Serey Chea on Central Banking and FinTech for Good HTML
July 5, 2022DBS Macro Insights Livestream July: Taking stock of G3 HTML
June 23, 2022Kopi Time E079: Minister Grace Fu on green transition, energy/food security, climate finance HTML
June 22, 2022Webinar: Fed Front-loading and Market Impact HTML
June 3, 2022DBS Macro Insights Livestream June: Growth slowdown warnings HTML
May 31, 2022Webinar (record): DEER investment strategy HTML
May 31, 2022Kopi Time E078: China slowdown and implications for Asean growth HTML
May 20, 2022Kopi Time E077: Barry Eichengreen on war, inflation, crypto, debt HTML
May 17, 2022Webinar: Contours of RMB Internationalisation HTML
May 10, 2022DBS Macro Insights Livestream May: Gearing up for higher volatility HTML
May 4, 2022Webinar (Record): Inflation's comeback: drivers and policy implications HTML
May 4, 2022Kopi Time E076: Gojek’s CL Lien on running an e-services platform  HTML
April 27, 2022Webinar (Record): Monitoring the global supply chain HTML
April 20, 2022Kopi Time E075 - Tan Su Shan on banking through a pandemic, war, and digital disruption HTML
April 11, 2022DBS Macro Insights Livestream April: Inflation’s shadow HTML
April 6, 2022Kopi Time E074: EY’s Sol Magaz on the healthcare sector through the pandemic HTML
March 30, 2022Webinar (Recorded): Fed rate hikes and implications for assets HTML
March 23, 2022Kopi Time E073: Vulcan AI’s Manik Bhandari on new tech’s application and ethics HTML
March 9, 2022Kopi Time E072: Energy market mayhem with Vandana Hari HTML
March 7, 2022DBS Macro Insights Livestream March: Ukraine, commodities, Fed, Asia HTML
February 25, 2022Kopi Time E071: Security expert Jonah Blank on Ukraine, Europe, China, US, Asia HTML
February 24, 2022Kopi Time E070: Prof Razeen Sally on the economics and geopolitics of trade deals HTML
February 9, 2022Kopi Time E069: Mark Sobel on the US, Germany, China, IMF HTML
February 7, 2022DBS Macro Insights Livestream February: Rising rates; EM vulnerability HTML
January 26, 2022Kopi Time E068: Saurabh Jain on India’s dynamic tech start-up scene HTML
January 20, 2022Kopi Time E067: Year-end commentary: Testing the guardrails HTML
December 10, 2021Kopi Time E066: Danny Quah’s trampoline metaphor HTML
November 23, 2021Kopi Time E065: Martin Mühleisen on IMF, global macro, and policy risks HTML
November 2, 2021DBS Macro Insights Livestream November: Slowing growth and firming inflation HTML
October 27, 2021Kopi Time E064: Blackrock’s Neeraj Seth on US, China, and EM rates strategy HTML
October 13, 2021DBS Group Research Webinar: Rates: Stagflation or Normalisation HTML
October 11, 2021DBS Group Research Webinar: China's "Common Prosperity" Agenda HTML
October 6, 2021Kopi Time E063: Ilan Goldfajn on global outlook, inflation, EM risks HTML
October 5, 2021DBS Macro Insights Livestream October: China credit risk and US taper scenario HTML
September 15, 2021Kopi Time E062: ECB’s Paul Hiebert on the risk map of Europe's financial system HTML
September 8, 2021DBS Macro Insights Livestream: Taper without a tantrum? HTML
September 6, 2021DBS Group Research Webinar: NDF currency markets in Asia HTML
September 1, 2021Kopi Time E061: Dr. Ma Jun on China’s climate change agenda HTML
August 5, 2021Kopi Time E060: Sopnendu Mohanty on Singapore’s burgeoning FinTech scene HTML
July 23, 2021Kopi Time E059: Anne Krueger on trade, inflation, wages, and industrial policy HTML
July 19, 2021Intro to DEER (video); from FX valuation to trading HTML
July 14, 2021DBS Macro Insights : Monetary policy in Asia; who will hike rates and who won't? HTML
July 14, 2021DBS Macro Insights Webinar: India’s manufacturing and tech outlook HTML
July 7, 2021Kopi Time E058: Komal Sri-Kumar on Fed policy, inflation, and asset markets HTML
July 6, 2021DBS Macro Insights Livestream July: Regional Implications Of Fed’s Shifting Tone HTML
June 24, 2021Kopi Time E057: BIS research head Hyun Song Shin on CBDCs HTML
June 9, 2021Kopi Time E056: Mary Ellen Iskenderian on digital finance for women HTML
June 8, 2021Macro Insights Livestream The race to mass vaccination HTML
June 2, 2021Credit Market Outlook webinar: Risks and Opportunities  HTML
June 2, 2021DBS Webinar: Inflation outlook and implication for assets HTML
May 25, 2021Kopi Time E055: Maya MacGuineas on US deficit and debt HTML
May 20, 2021DBS Webinar: Navigating the Evolving World of Digital Currencies HTML
May 17, 2021Kopi Time E054: Singapore’s renewed pandemic stringency HTML
May 12, 2021Kopi Time E053: Juliana Chan on scientific communication and entrepreneurship in Asia HTML
May 5, 2021Macro Insights Livestream: Covid cross-currents HTML
April 27, 2021Kopi Time E052: Kishore Mahbubani on dealing with China’s rise HTML
April 13, 2021Kopi Time E051: Vasuki Shastry on “Has Asia Lost It?” HTML
March 31, 2021DBS Macro Insights Livestream: The race to vaccination HTML
March 30, 2021DBS Macro Insights: Green bonds blossom with property in the lead HTML
March 24, 2021Kopi Time E050: DBS CEO Piyush Gupta on accelerated disruptions HTML
March 19, 2021Kopi Time E049: Prof David Victor on decarbonisation HTML
March 10, 2021Kopi Time E048: Chandran Nair on the reset necessitated by the pandemic HTML
March 9, 2021DBS Macro Insights Livestream: Reflation tantrum HTML
March 3, 2021Kopi Time E047: Dan Wang on the global semiconductor race HTML

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Macro Strategy Daily

DateReport
January 31, 2023Asia Rates: India’s Budget to project higher borrowings (Duncan Tan) HTML
January 31, 2023SGD Rates: Caution ahead of the Fed (Eugene Leow) HTML
January 31, 2023FX Daily: Risk appetite cools ahead of central bank meetings (Philip Wee) HTML
January 27, 2023USD Rates: Debt ceiling and liquidity shifts (Eugene Leow) HTML
January 27, 2023FX Daily: USD finds support from resilient US GDP (Philip Wee) HTML
January 27, 2023Asia Rates: BI Governor signals hike cycle comes to an end (Duncan Tan) HTML
January 26, 2023Asia Rates: India issues green bonds (Duncan Tan) HTML
January 26, 2023FX Daily: The doors open for a RBA hike and a BOC pause (Philip Wee) HTML
January 25, 2023India bonds: Maiden green bond and FY24 Budget in focus (Radhika Rao) HTML
January 25, 2023USD Rates: Positioning shifts across US Treasuries   (Eugene Leow) HTML
January 25, 2023FX Daily: US CPI and GDP; Singapore CPI (Philip Wee) HTML
January 20, 2023Malaysia: BNM pause ahead after surprise hold (Chua Han Teng) HTML
January 20, 2023Asia Rates: Central Banks refocusing on growth (Duncan Tan) HTML
January 20, 2023FX Daily: Leadership resignations in NZD and VND (Philip Wee) HTML
January 19, 2023BOJ’s inaction disappointed markets (Ma Tieying) HTML
January 19, 2023USD Rates: Slowdown fears re-emerge (Eugene Leow) HTML
January 19, 2023FX Daily: DXY consolidates again on falling inflation converging with growth risks (Philip Wee) HTML
January 18, 2023Global Rates: China and Japan as the Asia outliers (Eugene Leow) HTML
January 18, 2023JPY: Tensions ahead of the BOJ (Chang Wei Liang) HTML
January 18, 2023FX Daily: Cyclical hopes and structural frustrations at Davos (Philip Wee) HTML
January 17, 2023Asia Rates: 5Y CNY IRS overpriced (Duncan Tan) HTML
January 17, 2023JPY Rates: 10Y JGB yields still some ways from neutral (Eugene Leow) HTML
January 17, 2023FX Daily: RMB’s appreciation pauses ahead of GDP and Lunar New Year (Philip Wee) HTML
January 13, 2023BOJ: Back-to-back policy action? (Ma Tieying) HTML
January 13, 2023Credit:  USD credit market reopens to China property (Chang Wei Liang) HTML
January 13, 2023USD Rates: Inflation sufficient for another Fed downshift to 25bps    (Eugene Leow) HTML
January 13, 2023FX Daily: US CPI pounded DXY closer to support levels (Philip Wee) HTML
January 12, 2023Asia Rates: Tightening liquidity in run-up to LNY; BOK to hike 25bps (Duncan Tan) HTML
January 12, 2023FX Daily: US CPI print might be a “buy the rumour, sell the fact” (Philip Wee) HTML
January 11, 2023USD Rates: Is inflation cooling fast enough?   (Eugene Leow) HTML
January 11, 2023FX Daily: ECB worries over inflation and stronger Australian data (Chang Wei Liang) HTML
January 10, 2023Asia Rates: Next leg higher in CNY Rates likely in 2Q (Duncan Tan) HTML
January 10, 2023FX Daily: No meaningful breakouts for DXY and GBP yet (Philip Wee)HTML
January 6, 2023Credit:  China’s support for property sector (Chang Wei Liang) HTML
January 6, 2023FX Daily: DXY could break higher (Philip Wee) HTML
January 5, 2023Indonesia: Bond positive developments (Radhika Rao) HTML
January 5, 2023SGD Rates: Normalizing liquidity (Eugene Leow) HTML
January 5, 2023Thu, 5 Jan : FX Daily: Fed pushes back against rate cut bets; GBP/JPY heavy on policy divergence (Philip Wee) HTML
January 4, 2023USD Rates: Late cycle and curve steepening (Eugene Leow) HTML
January 4, 2023FX Daily: USD started 2023 on a firm note (Philip Wee) HTML

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Economics & Macro Strategy Flash 


DateReport
January 30, 2023Asia Rates: Flows, Positioning & Valuation (January 2023) HTML
January 26, 2023South Korea & Taiwan: Slower growth, peak rates HTML
January 19, 2023Indonesia: Approaching tail end of the hike cycle HTML
January 13, 2023China: Subdued 2022, brighter 2023 HTML
January 12, 2023Indonesia: Off to a good start in 2023 HTML
January 3, 2023Japan: Increased flexibility of YCC HTML
November 29, 2022Asia Rates: Flows, Positioning & Valuation (November 2022) HTML
November 25, 2022Malaysia: Ending post-elections political impasse HTML
November 16, 2022IndoGB: Time for foreign investors to return HTML
November 15, 2022China: Weak data calls for more policy support HTML
November 15, 2022South Korea: More corporate debt defaults, no crisis  HTML
November 10, 2022India’s domestic demand to the fore HTML
November 7, 2022Indonesia: Resilient growth to absorb further hikes HTML
November 4, 2022FX: DEER recommendations (November 2022) HTML
November 1, 2022HKSAR: Sagging fundamentals and asset prices HTML
October 28, 2022ECB hawks run into recession risks HTML
October 26, 2022Vietnam: Monetary tightening pressures HTML
October 20, 2022Indonesia acts against global spillovers HTML
October 17, 2022Notes from IMF meetings: US dominance HTML
October 17, 2022China data preview: GDP gain masks underlying weakness HTML
October 11, 2022Malaysia: Balancing growth and fiscal sustainability HTML
September 30, 2022India: Shifting uncertainties; hawkish policy HTML
September 29, 2022Thailand: Sticking with gradual tightening HTML
September 26, 2022Asia Rates: Flows, Positioning & Valuation (September 2022) HTML
September 23, 2022Vietnam: Kicking off policy rate hiking cycle HTML
September 22, 2022Indonesia joins peers in frontloading policy tightening moves HTML
September 22, 2022Fed review: 5% Funds rate in play HTML
September 14, 2022India: Optimism over bond index inclusion resurfaces HTML
September 14, 2022China data preview: Production down, FAI up HTML
September 9, 2022Eurozone: Uncertainty clouds outlook HTML
September 7, 2022South Korea: A gloomy outlook ahead HTML
September 7, 2022Philippines/Thailand: Hawkish monetary policy path HTML
September 5, 2022Indonesia’s fuel price hike, a medium-term positive HTML
September 1, 2022Taiwan: Tech downturn and forecast downgrade HTML
August 25, 2022India: Strong 2Q growth to provide room for more hikes HTML
August 22, 2022Hong Kong: Rising lending rates and credit implications HTML
August 15, 2022China: Not a rate cut cycle yet HTML
August 15, 2022Malaysia/Philippines: 2H22 growth and rate hike outlook HTML
August 10, 2022Thailand: Gradual interest rate hikes ahead HTML
August 8, 2022Indonesia’s growth on cruise control, neutral on equities HTML
August 5, 2022India policy: RBI frontloads hikes, more to come HTML
August 4, 2022Taiwan: Further downside risks HTML
August 3, 2022FX: DEER recommendations (August 2022) HTML
July 28, 2022Fed on course to go well past neutral rate HTML
July 26, 2022China: Mortgage boycott and 2H22 outlook HTML
July 22, 2022Asia Rates: Flows, Positioning & Valuation (July 2022) HTML
July 22, 2022India: Tackling questions on inflation, rupee and reserves HTML
July 21, 2022Bank Indonesia extends pause on rates, bides time HTML
July 15, 2022Philippines: More tightening to come after surprise hike HTML
July 14, 2022Singapore: Balancing growth and inflation HTML
July 14, 2022China: 2Q GDP preview HTML
July 13, 2022Thailand: US, EU exposures amid slowing global growth HTML
July 12, 2022Asia Rates: Selectively reload payers HTML
July 12, 2022Japan: Post-Abe policy outlook HTML
June 24, 2022European Credit: Nearing a trough? HTML
June 23, 2022Bank Indonesia to sit out the hawkish camp HTML
June 23, 2022Asia Rates: Flows, Positioning & Valuation (June 2022) HTML
June 22, 2022Thailand: Imminent policy rate normalisation likely HTML
June 20, 2022Philippines: Policy continuity under Marcos government HTML
June 14, 2022Market selloff and tightening conditions HTML
June 8, 2022India’s RBI policy committee retains hawkish bent HTML
June 6, 2022Asia Rates: Too early to call a peak HTML
May 26, 2022India: Inflation relief measures unlikely to derail rate hikes HTML
May 25, 2022Singapore: Slower growth ahead HTML
May 24, 2022High subsidy budget leaves Bank Indonesia with more headroom HTML
May 24, 2022Asia Rates: Flows, Positioning & Valuation (May 2022) HTML
May 24, 2022Asia Rates: Flows, Positioning & Valuation (May 2022) HTML
May 20, 2022China: Easing toward the property sector HTML
May 9, 2022Indonesia: Resilient growth provides room to prioritise inflation HTML
May 6, 2022FX: DEER recommendations (May 2022) HTML
May 4, 2022HKSAR: Downgrading GDP forecast HTML
April 29, 2022Inflation’s rapid comeback HTML
April 28, 2022Japan: BOJ reinforces YCC commitment HTML
April 25, 2022SGD Rates: Gauging SSB demand HTML
April 21, 2022Asia Rates: Flows & Valuations (April 2022) HTML
April 19, 2022Bank Indonesia stays on hold; we see inflation risks HTML
April 19, 2022South Korea: A post-election update HTML
April 18, 2022Inflation and upside risks to hike cycles HTML
April 18, 2022China: Lowering 2022 growth forecast by 50bps HTML
April 14, 2022China: Weaker trade growth ahead HTML
April 14, 2022Singapore: Balancing growth and inflation HTML
April 8, 2022India: Inflation becomes a priority at the RBI HTML
April 6, 2022THB & MYR Rates: Differing risk profiles HTML
April 6, 2022Malaysia/Thailand: Diverging monetary policy outlook HTML
March 30, 2022FX: The Yen’s impact on the DEER strategy HTML
March 30, 2022Vietnam: Constructive but facing new headwinds HTML
March 25, 2022Taiwan: Assessing the impact of higher rates HTML
March 23, 2022India: GDP growth, inflation, and Russia-Ukraine fallout HTML
March 18, 2022Taiwan: Monetary policy tightening begins HTML
March 17, 2022Fed policy: hawkish yet constructive HTML
March 15, 2022China: Strong headwinds HTML
March 10, 2022Thailand/Malaysia: Current account and FX HTML
March 7, 2022Asia Rates: Geopolitics and Fed HTML
March 7, 2022China: NPC signals front-loaded policy support HTML
March 3, 2022Credit: Assessing the impact from Russian sanctions HTML
March 1, 2022India: GDP growth, inflation, and Russia-Ukraine fallout HTML

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Macro Insights Weekly


DateReport
January 30, 2023Assessing the soft patch in Asia’s exports HTML
January 16, 2023China’s rebound HTML
January 9, 2023The year of rising (real) rates HTML
December 12, 2022Assessing risks of two-sided errors by the Fed HTML
November 28, 2022Too pessimistic about ’23 and too optimistic about ’24? HTML
November 21, 2022What we’re hearing from clients HTML
November 14, 2022Crypto meltdown and systemic implications HTML
November 7, 2022Fed signals higher-for-longer HTML
October 31, 2022Will commodity correction bail out the global economy? HTML
October 25, 2022China’s 20th Congress and the looming challenges HTML
October 17, 2022Volatility, systemic risks, and market interventions HTML
October 10, 2022How long before US labour and housing markets crack? HTML
October 3, 2022Revising down China forecasts HTML
September 26, 2022Higher rates; lower growth HTML
September 19, 2022Can the global economy handle positive real rates? HTML
September 12, 2022China’s economic distress and the outlook ahead HTML
September 5, 2022Fed funds rate heading to 4% HTML
Aug 29, 2022Central bank resolve and the global economy HTML
Aug 22, 2022Gauging (dis) inflation trend HTML
Aug 15, 2022Contrasting growth trends in Asia HTML
Aug 8, 2022Asia’s resilient exports HTML
Aug 1, 2022As growth slows, will inflation soften? HTML
July 18, 2022GDP Nowcast: Diverging paths HTML
July 18, 2022Peak inflation and peak Fed HTML
July 12, 2022Absence of Stagflation in China deserves Re-Rating HTML
July 4, 2022A less robust US labor market HTML
June 27, 2022As the global economy slows HTML
June 20, 2022Jumbo rate hikes and the road ahead HTML
June 13, 2022Global transmission channels of Fed tightening HTML
June 6, 2022Peak inflation? HTML
May 30, 2022China slowdown and Asean HTML
May 23, 2022Climate inflation HTML
May 17, 2022Slowdown everywhere HTML
May 9, 2022Choppy waters HTML
April 25, 2022Mounting market stress HTML
April 18, 2022Inflation, past and present HTML
April 11, 2022Recession watch already? HTML
April 4, 2022Asia’s trade outlook HTML
March 28, 2022Implications of ratcheting rate hike expectations HTML
March 21, 2022Macro Insights Weekly: A China “put”? HTML
March 14, 2022Commodity price spike and energy transition HTML
March 7, 2022Stagflation watch? HTML

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Focus & Thematic


DateReport
January 20, 20231Q GDP Nowcasting: China, India, Indonesia, Singapore HTML
January 18, 2023Top-10 macro trade ideas for 2023 HTML
January 10, 2023India Budget preview: Macro stability and growth HTML
December 14, 2022Taiwan 2023 Outlook: Low growth, no recession HTML
December 13, 2022ASEAN-6 2023 Outlook: Testing resilience HTML
December 6, 2022G3 & Asia Rates: 2023 Outlook HTML
December 6, 2022Indonesia 2023 Outlook: Setting sights higher HTML
December 5, 2022Outlook 2023: Managing polycrisis HTML
December 1, 2022Thailand: Gradual tightening amid rising uncertainties HTML
December 1, 2022India 2023 Outlook: Strategic opportunity HTML
November 29, 2022Singapore Outlook 2023: Soft patch ahead HTML
November 25, 2022ASEAN-6: Return to fiscal consolidation HTML
November 9, 2022China in 2023: Dual Circulation Strategy HTML
October 25, 2022Malaysia’s economy and markets around elections HTML
October 19, 2022India’s evolving trade dynamics HTML
October 18, 2022Thailand: Tourism’s resiliency to global growth cycle  HTML
October 10, 2022Asia’s exports: regional divergence and outlook HTML
September 28, 2022China: Wary households shun debt, crimp consumption HTML
September 28, 2022Credit impact from a hawkish Fed and fiscal concerns HTML
September 22, 2022Digital Assets Update, 4Q22: As policy tightens  HTML
September 21, 2022Japan: Challenges to BOJ’s yield curve control policy HTML
September 13, 2022DEER Strategy: FX volatility drivers and outlook HTML
August 29, 2022HK real estate: Opportunities amid volatility HTML
August 12, 2022Taiwan: Economic implications of cross-strait tensions HTML
August 4, 2022SGD and SGS in global stage; some considerations HTML
August 4, 2022Thailand: Considering outsized rate hike risks HTML
August 2, 2022HKSAR: Modest recovery ahead HTML
July 22, 2022China Bank Credit: Buffers amid headwinds HTML
July 15, 2022Taiwan: Lowering the growth outlook HTML
July 5, 2022ASEAN-6: Rising food prices and inflation worry HTML
June 29, 2022India’s twin deficits: pressure, no panic HTML
June 14, 2022China: Consumption bouncing back, but how strong? HTML
June 9, 2022Digital Assets Update, 3Q22: The Great Cleansing HTML
June 8, 2022South Korea & Taiwan: Inflation surprise and policy impact HTML
May 31, 2022Thailand: Assessing rate hike risks HTML
May 18, 2022Indonesia: Fuel prices, subsidies, and inflation – balancing act HTML
May 9, 2022China: Contours of RMB Internationalisation HTML
May 5, 2022CNY: More depreciation, no crash HTML
May 4, 2022Trade implications of an undervalued JPY HTML
May 4, 2022India: Two buffers and three risks to the economy HTML
April 20, 2022Philippines: Economy and markets around elections HTML
April 12, 2022Analysing the Asian credit term structure HTML
April 7, 2022Top-10 macro trade ideas (Q2 update) HTML
April 6, 2022MAS preview: More tightening coming HTML
March 8, 2022ASEAN-5: Evaluating key inflation drivers HTML
March 2, 2022Digital Assets Update, March 2022: Deepening roots HTML

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Chart Book


DateReport
January 10, 2023Vietnam chartbook: Normalisation amid cyclical headwinds HTML
November 10, 2022Philippines chartbook: Domestic strength but rising headwinds  HTML
October 4, 2022Vietnam chartbook: Asia’s growth leader faces headwinds HTML
September 5, 2022Credit Chartbook: Elevated loan demand and rising volatility HTML
August 30, 2022India’s Green Transition - renewable energy thrust HTML
August 16, 2022Thailand chartbook: Faster ascent in 2H22 HTML
July 4, 2022Strong growth, rising inflation  HTML
June 30, 2022A fundamental check on JPY and KRW HTML
May 18, 2022Thailand chartbook: Recovery in a tough backdrop  HTML
May 11, 2022Vietnam: Domestic upturn buffers external headwinds HTML
April 22, 2022Monitoring the global supply chain (2Q22) HTML
April 6, 2022Singapore : Slower growth, higher inflation HTML

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