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Insights and Analysis
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Taiwan: Made-in-Taiwan (MIT) back to the fore
September 12, 2019
After two decades of investment exodus and industrial hollowing out, “Made-in-Taiwan” (MIT) is coming back to the fore, driven by a combination of external push and domestic pull factors.
South Korea Chartbook: More stimulus needed, more coming
September 10, 2019
Concerns over prolonged economic weakness / deflation will likely mount in the months ahead, justifying the call for more stimulus.
Economics Daily
- Economics
- Macro Strategy
Chart of the Week: Global oil supply situation
September 16, 2019
Drone attacks on Saudi Arabia’s oil facilities, amongst the world’s largest, disrupted the country’s crude production and refining capacity considerably.
Eurozone : ECB to stay dovish “as long as necessary”
September 13, 2019
From “whatever it takes” to “as long as necessary,” outgoing European Central Bank chief Mario Draghi followed up with his promise of delivering monetary stimulus.
Weekly: Interim relief
September 13, 2019
Favourable newsflow related to trade war, Brexit, China stimulus, ECB, and Iran have helped risk sentiments this week, making for a constructive September so far.
Market Movers
- Daily Digest
- Strategy
China’s tech innovators go into overdrive
September 13, 2019
The country’s corporations now rank among the world’s most prolific patent applicants
ECB cuts rates further below zero
September 13, 2019
It also revives bond purchases and will buy debt at a pace of EUR20b a month starting November
Featured Publications
KL-SG High Speed Rail: Riding the HSR Revival
July 19, 2019
Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?
Ride Sharing: Profitable or not?
May 27, 2019
Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?
Greater Bay Area: In-depth Study
May 15, 2019
Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.