Insights and Analysis

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Global / Economics & Strategy

The case for and against inflation

January 20, 2021
The case for and against inflation

The new year has begun with renewed focus on the reflation trade, with yield curves steepening and inflation expectations rising. We examine the case (watch video here)

Global / Economics

Kopi time with Taimur Baig podcast E41

January 20, 2021
Kopi time with Taimur Baig podcast E41

EY's Varun Mittal on FinTech.

Global / Economics

The case for and against inflation (video)

January 20, 2021
The case for and against inflation (video)

The new year has begun with renewed focus on the reflation trade,with yield curves steepening and inflation expectations rising.

China / Communication

China Telecom Sector: Time to bottom fish

January 18, 2021
China Telecom Sector: Time to bottom fish

The panic sell-off on Chinese telecom operators due to a US executive order offers an attractive buying opportunity as we expect the sector’s earnings outlook to improve in 2021.

China / Real Estate

China property sector: En route to valuation recovery

January 18, 2021
China property sector: En route to valuation recovery

We believe China’s property sector is on its way to a valuation recovery, thanks to multiple positive catalysts. Find out who are our top picks.

Hong Kong / Real Estate

HK Property Sector (Office and Retail): Wax and Wane

January 14, 2021
HK Property Sector (Office and Retail): Wax and Wane

We see more downside for Hong Kong’s office sector while the worst should be behind the retail sector. Find out which players are poised to do well in 2021.

Hong Kong / Equities

Hong Kong 2021 Strategy: Getting back on track

January 05, 2021
Hong Kong 2021 Strategy: Getting back on track

As vaccine developments ease fears, the rise in global risk appetite bodes well for the underperforming Hong Kong market.

Asia / Equities

The case for ESG investing

December 17, 2020
The case for ESG investing

Environmental, social and governance (ESG) issues may unleash a crisis affecting a company’s financial strength and valuation. But that’s not all.

Hong Kong / Equities

Risk rally in Hong Kong set to continue into 2021

December 04, 2020
Risk rally in Hong Kong set to continue into 2021

Given the inexpensive valuation and relatively underperformance of the Hong Kong market versus the US market and A-shares, we believe the risk rally should continue.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
India / Fiscal, Budget

India budget: To align with pandemic-led shifts

January 18, 2021
India budget: To align with pandemic-led shifts

Fiscal consolidation in FY22 will be backed by strong nominal growth and higher revenue assumptions.

China / GDP

China: Strengthening recovery momentum

January 18, 2021
China: Strengthening recovery momentum

China’s economic recovery momentum strengthened further in the fourth quarter.

Global / GDP

Macro Insights Weekly: Shape of 4Q20 and 1Q21

January 11, 2021
Macro Insights Weekly: Shape of 4Q20 and 1Q21

Markets are keen to leave the tumult of Brexit and US elections behind, and embrace the upside of vaccine rollout and fiscal stimulus in the US and EU.

Global / FX, Rates

Macro Strategy: Yellen says “act big”; Taking stock of Asia...

January 20, 2021
Macro Strategy: Yellen says “act big”; Taking stock of Asian rates

Reflation hopes amidst more caution on bonds and currencies

Global / FX

FX Daily: Yellen’s “act big” message

January 20, 2021
FX Daily: Yellen’s “act big” message

Biden to maintain tough approach on China with new tactics.

Global / FX

FX Daily: Yellen to reject Trump’s weak USD policy

January 19, 2021
FX Daily: Yellen to reject Trump’s weak USD policy

Restoring America’s global leadership would include the USD.

Market Movers

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

US tech stocks rise with small caps; treasuries slip

January 20, 2021
US tech stocks rise with small caps; treasuries slip

Wall street parses the latest earnings ahead of reports this week

Asia / Equities

Hong Kong stocks are at a 20-month high

January 20, 2021
Hong Kong stocks are at a 20-month high

Record amounts of cash from the mainland are flooding in

Global / Currencies

EU wants to strengthen its currency

January 20, 2021
EU wants to strengthen its currency

It seeks to erode the dominance of the US dollar to bolster the euro

Global / Perspectives

Persistence of low bond yields and the need for a robust cr...

January 15, 2021
Persistence of low bond yields and the need for a robust cross-asset income strategy

To enhance portfolio returns, supplement credit strategies with exposure to high dividend equities

Global / Perspectives

China fortifies its global position

January 14, 2021
China fortifies its global position

Remain constructive on North Asia equities and stay engaged with China’s multi-pronged long-term growth plans

Global / Perspectives

How to deal with inflation uncertainty

January 12, 2021
How to deal with inflation uncertainty

Investors should still remain selective in credit, employing interest rate hedges to capture potential spread compression while eliminating the underlying interest rate uncertainty.

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.