Insights and Analysis

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Thailand / Growth,Fiscal

Thailand chartbook: COVID-19 under control, impact not so

September 24, 2020
Thailand chartbook: COVID-19 under control, impact not so

Thailand’s COVID-19 infections have stabilized allowing domestic activity to mend, but externals-exposed sector stay under pressure.

Global / Economics

The Asia Economist

September 24, 2020
The Asia Economist

The Asia Economist: Nathan Chow and Ma Tieying on China’s bond and currency markets.

China / FX, Bond

China’s onshore bond and FX markets – a primer for foreign ...

September 24, 2020
China’s onshore bond and FX markets – a primer for foreign investors

This primer provides a comprehensive overview of China’s onshore bond and FX markets for foreign investors.

Hong Kong / Real Estate

HK Residential Property Sector: Resilient amid the storm

September 24, 2020
HK Residential Property Sector: Resilient amid the storm

Despite the COVID-led economic downturn, Hong Kong’s residential sector, especially mass market, has exhibited strong resilience thanks to solid local end-user demand.

Indonesia / Consumer,Healthcare

COVID-19 accelerating shifts in Indonesian consumer behavio...

September 22, 2020
COVID-19 accelerating shifts in Indonesian consumer behaviour

A survey we conducted showed the pandemic has profoundly changed consumer behaviour in Indonesia. We outline the changes and how companies need to adapt.

Thailand / Energy

Thailand Oil and Gas: 3Q20 commodities update

September 21, 2020
Thailand Oil and Gas: 3Q20 commodities update

Commodity prices and spreads favour only upstream and specific chemical players. Crude prices, on average, have headed north. Petrochemical spreads, on average, have plunged.

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

Hong Kong / Equities

Hong Kong Strategy: Waiting for clearer skies

September 04, 2020
Hong Kong Strategy: Waiting for clearer skies

Fears of escalating US-China tensions ahead of the US presidential elections will likely cap near-term upside on the Hang Seng Index. We outline which sectors will outperform.

Hong Kong / Equities

Calm before the storm

August 07, 2020
Calm before the storm

Overall risk appetite has improved but the likely volatility ahead of the US presidential elections will weigh on sentiment. Find out which sectors we believe will be resilient.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Debt, FX, GDP, Rates

Macro Insights Weekly: A world of debt

September 21, 2020
Macro Insights Weekly: A world of debt

Record low rates and safe-haven investment demand will likely keep most governments’ finances under control despite sharp pandemic-related increase in deficits and debts. But risks remain.

Indonesia / Interest Rates

Indonesia: Monetary policy walks a tightrope

September 18, 2020
Indonesia: Monetary policy walks a tightrope

Bank Indonesia extended its pause on rates for a second consecutive month.

China / GDP

China: A more balanced recovery from August data

September 15, 2020
China: A more balanced recovery from August data

August data showed that the economic recovery made more headway.

Global / Credit,FX

Macro Strategy: Liquidity peak for EM; firm USD

September 25, 2020
Macro Strategy: Liquidity peak for EM; firm USD

Some respite on Thursday but markets remain nervous

Global / FX

FX Daily: USD breaks out

September 24, 2020
FX Daily: USD breaks out

USD tone is firm but a shallow correction is possible after a three-day rally

Global / Rates,FX

Macro Strategy: PBOC’s liquidity strategy; USD’s fundamenta...

September 23, 2020
Macro Strategy: PBOC’s liquidity strategy; USD’s fundamental support

PBOC addresses tightness; USD gains traction.

Market Movers

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

The world’s car industry pins its hopes on China

September 25, 2020
The world’s car industry pins its hopes on China

Sales of passenger cars in Asia’s largest economy have increased for two months

Global / Currencies

Gold slides to two-month low

September 25, 2020
Gold slides to two-month low

This comes amid faded hopes for renewed stimulus

Developed Markets / Equities

Stocks whipsaw as investors weigh odds of stimulus

September 25, 2020
Stocks whipsaw as investors weigh odds of stimulus

Investors consider the chances of a compromise on stimulus amid concern over an uptick in virus cases

Global / Perspectives

Credit: Still shines beyond intervention

September 21, 2020
Credit: Still shines beyond intervention

Investors should stay engaged with credit for income generation as there will be a prolonged period without clear alternatives.

Global / Perspectives

Portfolio strategies for a contested US election

September 14, 2020
Portfolio strategies for a contested US election

Any pullback during the election period will present opportunities to gain exposure to secular growth sectors

Global / Perspectives

Global Beauty Industry: Geared beneficiary of COVID-19 vacc...

September 08, 2020
Global Beauty Industry: Geared beneficiary of COVID-19 vaccine discovery

Rising income and emphasis of personal well-being among Millennials will be major drivers

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.

China / Real Estate

China Property Management: Catch the rising stars

October 09, 2019
China Property Management: Catch the rising stars

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 / Equities

Understanding Vietnam: A Rising Star

September 19, 2019
Understanding Vietnam: A Rising Star

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.