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Global / Economics & Strategy

Research Library

July 29, 2021
Research Library

Economics and Macro Strategy

Global / Currencies, Digital

Digital Assets Update: Regulation, tokenised carbon credits...

July 21, 2021
Digital Assets Update: Regulation, tokenised carbon credits, CBDCs

With numerous product and application launches, capital raising events, and regulatory actions, the digital assets space remains a frenzy of activities.

Global / Economics

Kopi time with Taimur Baig podcast E59

July 21, 2021
Kopi time with Taimur Baig podcast E59

Anne Krueger on trade, inflation, wages, and industrial policy.

China / Materials

Aluminium: Carbon neutrality to drive re-rating

July 29, 2021
Aluminium: Carbon neutrality to drive re-rating

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 / Financials

China Financials: Who will benefit from growing WM market?

July 29, 2021
China Financials: Who will benefit from growing WM market?

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.

China / Real Estate

China Property: Inflection point coming soon

July 28, 2021
China Property: Inflection point coming soon

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.

Hong Kong / Equity Picks

Hong Kong Equity Picks

July 05, 2021
Hong Kong Equity Picks

Avoid names with risks related to inflation

Hong Kong / Equities

China/HK Market: Can companies really pass on costs?

July 02, 2021
China/HK Market: Can companies really pass on costs?

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?

Hong Kong / Equities

China/HK Market: Time to revisit new economy blue chips

June 04, 2021
China/HK Market: Time to revisit new economy blue chips

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
India / Rates

India: RBI unlikely to rock the (policy) boat

July 30, 2021
India: RBI unlikely to rock the (policy) boat

RBI MPC is likely to draw confidence from the turnaround in recent data but express caution over a potential third Covid wave.

China / GDP

DBS Flash: The “Beijing Consensus” on investment

July 28, 2021
DBS Flash: The “Beijing Consensus” on investment

Beijing has been gradually steering away from the Washington consensus (free market emphasising on efficiency) in developing the country for the long haul.

Europe / Interest Rates

Eurozone: ECB Strategy review affirms dovish course

July 27, 2021
Eurozone: ECB Strategy review affirms dovish course

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.

Global / Rates,Credit,FX

Credit: China’s riskiest credit falters amid clampdowns

July 30, 2021
Credit:  China’s riskiest credit falters amid clampdowns

China USD credit softened but not in any overt manner

Global / FX

FX Daily: Relief rally, no clear trend yet (Philip Wee)

July 30, 2021
FX Daily: Relief rally, no clear trend yet (Philip Wee)

USD lower on relief rally, road ahead is still muddy

Global / Rates

Hong Kong: Capital outflow is easing (Samuel Tse)

July 30, 2021
Hong Kong: Capital outflow is easing (Samuel Tse)

Capital outflow narrowed; inflow to return if sentiment improves.

Market Movers

  • Daily Digest
  • Strategy
  • Daily Digest
  • Strategy
Developed Markets / Equities

Big tech sinks stock market in runup to earnings

July 28, 2021
Big tech sinks stock market in runup to earnings

Investors anticipate further catalysts from this week’s Fed meeting and earnings updates

Global / Currencies

China’s yuan tanks amid fears on foreign selloff

July 28, 2021
China’s yuan tanks amid fears on foreign selloff

This comes amid fears that foreign capital will flow out from the Chinese stock market

Asia / Equities

China bike sharing startup Hello scraps US IPO

July 28, 2021
China bike sharing startup Hello scraps US IPO

It is one of the first big causalities of Beijing’s crackdown on overseas listings

Global / Rates

US Rates: Progress to taper, but not substantial enough

July 29, 2021
US Rates: Progress to taper, but not substantial enough

Another baby step to taper.

Global / Perspectives

Update on China stock market

July 28, 2021
Update on China stock market

Stay constructive on China technology, e-Commerce ecosystem, insurance for growth, and large banks for dividend income in CIO’s Barbell Strategy

Global / Perspectives

Making sense of Asia credit fragility

July 21, 2021
Making sense of Asia credit fragility

Investors should continue to look for opportunities in Asia HY – with possible tailwinds from a resumption of search-for-yield flows across the globe

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.