The PBoC and its Hong Kong and Macau counterparts have recently announced plans to establish a cross-boundary Wealth Management Connect pilot scheme in the Greater Bay Area.
ECB’s Paul Hiebert on the intersection of financial stability and climate risk.
Taiwan is well positioned to benefit from the post-pandemic tech opportunities. But tech protectionism and nationalism also imply challenges.
With solid demand from first-time buyers and a favourable interest rate environment, the outlook of the residential market could be more positive than previously anticipated.
China’s plan to deepen SOEs’ mixed-ownership reform signals more funding activities to come. We expect this to drive earnings in China’s brokerage sector.
Valuations of investment properties are expected to decline due to falling rents and expectations of higher cap rates. However, we believe financial risks remain manageable for the sector.
We expect China-US tensions, which is set to rise ahead of the US presidential election, will add to the volatility in the Hong Kong market in the months ahead.
Uncertainty in HK’s outlook returns on news of the new law. But we do not think that all HK-listed stocks will fare badly.
Volatility arising from the reignition of the US-China trade war would facilitate profit taking in Hong Kong. As such, we advise investors to maintain a risk-averse stance.
Global economic dataflow is improving. As lockdowns ease, consumer confidence is rising, temporary layoffs are ending, and personal consumption is picking up, causing manufacturing to climb.
Despite a sizable budget deficit for FY21, yields are likely to be capped.
Covid-19 is not going away, but large fiscal and monetary support measures have already been in place for several months. Now what?
Indonesia government bonds have room to catch up in the coming months.
US CMBS delinquencies jump. Something has changed for FX.
Chinese markets matter too, not just the US
Signs of euphoria among the nation’s investing masses are popping up everywhere
Tech giant Didi Chuxing is working with the PBOC on uses for the virtual legal tender
Runup in tech mega-caps sows doubts before key earnings reports
We like sector “Leaders” that exhibit characteristics of defensive cash flows and balance sheets.
Markets will continue to track the “second derivative” of mobility, macro, and earnings data in 2H; stay invested in post-pandemic winners
To navigate the volatility in 2H20, maintain a holistic asset allocation approach to investing
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.