Thailand’s COVID-19 infections have stabilized allowing domestic activity to mend, but externals-exposed sector stay under pressure.
The Asia Economist: Nathan Chow and Ma Tieying on China’s bond and currency markets.
This primer provides a comprehensive overview of China’s onshore bond and FX markets for foreign investors.
Despite the COVID-led economic downturn, Hong Kong’s residential sector, especially mass market, has exhibited strong resilience thanks to solid local end-user demand.
A survey we conducted showed the pandemic has profoundly changed consumer behaviour in Indonesia. We outline the changes and how companies need to adapt.
Commodity prices and spreads favour only upstream and specific chemical players. Crude prices, on average, have headed north. Petrochemical spreads, on average, have plunged.
It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.
Fears of escalating US-China tensions ahead of the US presidential elections will likely cap near-term upside on the Hang Seng Index. We outline which sectors will outperform.
Overall risk appetite has improved but the likely volatility ahead of the US presidential elections will weigh on sentiment. Find out which sectors we believe will be resilient.
Record low rates and safe-haven investment demand will likely keep most governments’ finances under control despite sharp pandemic-related increase in deficits and debts. But risks remain.
Bank Indonesia extended its pause on rates for a second consecutive month.
August data showed that the economic recovery made more headway.
Some respite on Thursday but markets remain nervous
USD tone is firm but a shallow correction is possible after a three-day rally
PBOC addresses tightness; USD gains traction.
Sales of passenger cars in Asia’s largest economy have increased for two months
This comes amid faded hopes for renewed stimulus
Investors consider the chances of a compromise on stimulus amid concern over an uptick in virus cases
Investors should stay engaged with credit for income generation as there will be a prolonged period without clear alternatives.
Any pullback during the election period will present opportunities to gain exposure to secular growth sectors
Rising income and emphasis of personal well-being among Millennials will be major drivers
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.
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 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.