Insights and Analysis

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  • Economics
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Vietnam / GDP

Vietnam Chartbook: Exports and FDI to the fore

April 20, 2021
Vietnam Chartbook: Exports and FDI to the fore

Exports and FDI are gathering pace notably, reflecting global economic recovery and Vietnam’s further integration into global supply chain.

Global / Economics

Kopi time with Taimur Baig podcast E51

April 19, 2021
Kopi time with Taimur Baig podcast E51

Vasuki Shastry on “Has Asia Lost It?”

Global / Economics & Strategy

Research Library

April 19, 2021
Research Library

Economics and Macro Strategy

China / Real Estate

China Property Sector: Eye on future land supply

April 19, 2021
China Property Sector: Eye on future land supply

China’s residential property sector turned in a solid performance in 1Q21 and we believe it has potential to ink another year of record-high sales.

China / Industrials

China Airlines: Recovery intact but …

April 12, 2021
China Airlines: Recovery intact but …

We believe the recovery in China’s airlines sector remains intact, but investors need to watch out for speed bumps ahead. Find out what is slowing down the recovery.

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?

Hong Kong / Equities

China/HK Market Pulse: Stay in cyclical recovery

April 07, 2021
China/HK Market Pulse: Stay in cyclical recovery

As we are currently at the early stage of the interest rate cycle in Hong Kong, we prefer cyclical recovery plays over defensives. Find out what other themes we are looking at.

Hong Kong / Equities

China/HK Market Pulse: Yield fears offer opportunities

March 05, 2021
China/HK Market Pulse: Yield fears offer opportunities

Recent spikes in US long-term yields have triggered profit-taking in the Hong Kong market but we think this is a buying opportunity.

Hong Kong / Equities

China/HK Market Pulse: Southbound inflow to slow

February 05, 2021
China/HK Market Pulse: Southbound inflow to slow

We expect southbound fund flows into the Hong Kong market to slow going forward, but it should remain at a higher level than previous years, which bodes well for the HSI.

Economics Daily

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

Macro Insights Weekly: Contrasting recovery of China and th...

April 19, 2021
Macro Insights Weekly: Contrasting recovery of China and the US

The world’s two largest economies are undergoing robust rebounds. China and the US are on course to print sufficient GDP growth this year to make up for the lost output of 2020.

China / GDP

China: Fears over tightening overdone

April 16, 2021
China: Fears over tightening overdone

The outturn is consistent with PBOC’s monetary policy normalisation strategy but fears over tightening maybe overdone.

Singapore / GDP

Singapore: Recovery is on track

April 14, 2021
Singapore: Recovery is on track

The Singapore economy is expected to post its first positive year-on-year growth since the pandemic.

Indonesia / Interest Rate

Turning on cautious on Indonesian rates

April 20, 2021
Turning on cautious on Indonesian rates

We are taking advantage of the recent pullback in Indonesia local currency government bond (IndoGB) yields to take off our bullish stance, and shift to neutral.

Global / FX

FX Daily: Taking Monday’s USD sell-off in stride (Philip We...

April 20, 2021
FX Daily: Taking Monday’s USD sell-off in stride (Philip Wee)

Resistances at 1.2060 for EUR, 1.40 for GBP, 0.78 for AUD and 0.72 for NZD.

Global / Rates,FX

Macro Strategy: Striking pull-back of US rates and USD sell...

April 20, 2021
Macro Strategy: Striking pull-back of US rates and USD selloff

Looking for US bond yield and USD to stabilize

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Developed Markets / Equities

Tech leads US stocks retreat

April 20, 2021
Tech leads US stocks retreat

Investors awaited the heart of the earnings season and more economic data

Global / Currencies

Taiwan dollar post biggest daily advance

April 20, 2021
Taiwan dollar post biggest daily advance

The gain comes as the US hints at currency valuation pressure

Asia / Equities

Meituan (3690 HK) raises USD10b to fight Alibaba

April 20, 2021
Meituan (3690 HK) raises USD10b to fight Alibaba

It is doubling down on efforts to fight in new areas such as online groceries

Global / Perspectives

China banks – Profits sustained; dividends maintained

April 14, 2021
China banks – Profits sustained; dividends maintained

The sector remains an essential component in the income part of our Barbell portfolio construct.

Global / Perspectives

A little gold goes a long way

April 13, 2021
A little gold goes a long way

We believe there is still upside potential for gold to trade towards our price target of USD2,000/oz by year-end

Global / Perspectives

Position for US infrastructure theme through Tech

April 06, 2021
Position for US infrastructure theme through Tech

Position for US infrastructure plan through exposure to US semiconductors and hardware companies

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.