Insights and Analysis

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Global / Economics & Strategy

Research Library

October 18, 2021
Research Library

Economics and Macro Strategy

Global / Credit

Credit Chartbook: Opportunities amid rising yields

October 14, 2021
Credit Chartbook: Opportunities amid rising yields

Global credit spreads have tightened to cyclical lows, but we see pockets of opportunities despite rising yields and China risks.

Malaysia / GDP

Malaysia’s electrical and electronics sector potential

October 13, 2021
Malaysia’s electrical and electronics sector potential

Malaysia’s electrical and electronics sector is a key economic driver. We explore its potential and challenges to move up the value chain, as the country pursues high income status.

China / Real Estate

China Property: Risk of missing presales targets

October 18, 2021
China Property: Risk of missing presales targets

Buyer sentiments in China’s property market might take some time to recover, but upcoming policy relaxation should help valuation recovery. Find out where entry opportunities lie.

China / Industrials

China Property Management Sector: Is there a valuation floo...

October 13, 2021
China Property Management Sector: Is there a valuation floor?

We believe China’s property management sector’s defensive profile has yet to be recognised. Find out why we see only 9% downside from floor valuation.

Singapore / Real Estate

Will property still be your pot of gold?

October 12, 2021
Will property still be your pot of gold?

While earlier generations of Singaporeans could accumulate wealth through property, now, a more balanced strategy looking beyond property is needed to achieve our financial goals.

China / Equities

China & HK Market: Sector preference under power shortage

October 06, 2021
China & HK Market: Sector preference under power shortage

With industrial-related companies likely to be most affected by China’s power shortage, attractive valuations in less affected sectors are worth revisiting as regulatory overhangs fade.

Hong Kong / Equity Picks

Hong Kong Equity Picks

October 05, 2021
Hong Kong Equity Picks

Top picks under power shortage theme

China / Equities

China & HK Market: Power shortage manageable

October 04, 2021
China & HK Market: Power shortage manageable

A growing power supply crunch in China threatens the economy. On top of the government’s ambitious emissions targets, where do opportunities lie amid the changing power outlook?

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / Inflation,GDP

Power shortage weighs down China’s growth

October 18, 2021
Power shortage weighs down China’s growth

GDP growth slowed markedly to 4.9% YoY in 3Q21 from 7.9% in 2Q21. On a QoQ basis, it decelerated to 0.2% from 1.3%.

Asia / Economics & Strategy

Macro Insights Weekly: Property price trends in Asia

October 18, 2021
Macro Insights Weekly: Property price trends in Asia

Exceptionally easy monetary policy has fuelled asset price boom in the Asia, with equity markets trading at record valuations and property markets strengthening in a number of economies.

Singapore / GDP

Singapore: Raising GDP growth forecast

October 14, 2021
Singapore: Raising GDP growth forecast

We have raised full year GDP growth to 6.7%, up from 6.3% previously, given a slightly stronger than expected 3Q21 growth performance and upward revision in 2Q figure.

Global / FX

FX Daily: Big USD neutral, some currencies diverge

October 18, 2021
FX Daily: Big USD neutral, some currencies diverge

Some currencies face limited upside after recent appreciation against the USD

India / Interest Rates

INR Rates: Greater normalization impetus

October 15, 2021
INR Rates: Greater normalization impetus

Though RBI has suspended its bond purchase programme, government securities supply that needs to be absorbed by non-RBI market participants is not expected to increase materially.

Global / FX

FX Daily: Profit-taking ahead of the weekend?

October 15, 2021
FX Daily: Profit-taking ahead of the weekend?

Commodity currencies are most vulnerable to any profit-taking

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Asia / Equities

China opens stock, commodity derivatives to foreigners

October 19, 2021
China opens stock, commodity derivatives to foreigners

It is allowing foreign investors to expand their financial asset holdings in the country

Developed Markets / Equities

US stocks extend rebound as oil pares gains

October 19, 2021
US stocks extend rebound as oil pares gains

Oil’s decline from a session high eases some fears of inflation and policy tightening

US / Commodities

Oil pares gains after hitting multi-year high

October 19, 2021
Oil pares gains after hitting multi-year high

Traders assess an ongoing natural gas crisis

Global / FX

FX Daily: Monday was riddled with ironies

October 19, 2021
FX Daily: Monday was riddled with ironies

CNY inconsistent with slower growth; GBP eyeing BOE hikes

Global / Rates

Rates: What pace of tightening is the market pricing in?

October 19, 2021
Rates: What pace of tightening is the market pricing in?

2Y and 5Y USD rates to see clearer upward pressures.

Global / Perspectives

China banks remain unfazed

September 24, 2021
China banks remain unfazed

At 6-7% yield, China large banks are good long-term dividend yield plays

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.