Economics and Macro Strategy
With numerous product and application launches, capital raising events, and regulatory actions, the digital assets space remains a frenzy of activities.
Anne Krueger on trade, inflation, wages, and industrial policy.
The implementation of carbon-neutral policies will push the aluminium sector to cut greenhouse gas emissions, which will drive a re-rating of the sector.
China’s wealth management market is expected to grow by 19% annually to reach Rmb293tr by 2025F. We believe banks are best positioned to gain from this.
Despite a seemingly gloomy outlook from regulators’ toughened policy tone, we believe that a positive turnaround is in the works for China’s property sector.
Avoid names with risks related to inflation
We believe China/Hong Kong firms will be able to pass on costs but not as fast as expected. This could lead to negative earnings surprise and guidance. What should investors do?
We are rotating our material sector exposure to more new economy exposure in Hong Kong. Find out why and which names made it to our top picks.
RBI MPC is likely to draw confidence from the turnaround in recent data but express caution over a potential third Covid wave.
Beijing has been gradually steering away from the Washington consensus (free market emphasising on efficiency) in developing the country for the long haul.
Notwithstanding reopening gains, some of this optimism has to be tempered by rising COVID cases. The ECB’s strategy review suggest that short rates will be kept lower for longer.
China USD credit softened but not in any overt manner
USD lower on relief rally, road ahead is still muddy
Capital outflow narrowed; inflow to return if sentiment improves.
Investors anticipate further catalysts from this week’s Fed meeting and earnings updates
This comes amid fears that foreign capital will flow out from the Chinese stock market
It is one of the first big causalities of Beijing’s crackdown on overseas listings
Another baby step to taper.
Stay constructive on China technology, e-Commerce ecosystem, insurance for growth, and large banks for dividend income in CIO’s Barbell Strategy
Investors should continue to look for opportunities in Asia HY – with possible tailwinds from a resumption of search-for-yield flows across the globe
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.