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)
EY's Varun Mittal on FinTech.
The new year has begun with renewed focus on the reflation trade,with yield curves steepening and inflation expectations rising.
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.
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.
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.
As vaccine developments ease fears, the rise in global risk appetite bodes well for the underperforming Hong Kong market.
Environmental, social and governance (ESG) issues may unleash a crisis affecting a company’s financial strength and valuation. But that’s not all.
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.
Fiscal consolidation in FY22 will be backed by strong nominal growth and higher revenue assumptions.
China’s economic recovery momentum strengthened further in the fourth quarter.
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.
Reflation hopes amidst more caution on bonds and currencies
Biden to maintain tough approach on China with new tactics.
Restoring America’s global leadership would include the USD.
Wall street parses the latest earnings ahead of reports this week
Record amounts of cash from the mainland are flooding in
It seeks to erode the dominance of the US dollar to bolster the euro
To enhance portfolio returns, supplement credit strategies with exposure to high dividend equities
Remain constructive on North Asia equities and stay engaged with China’s multi-pronged long-term growth plans
Investors should still remain selective in credit, employing interest rate hedges to capture potential spread compression while eliminating the underlying interest rate uncertainty.
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.