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Insights and Analysis
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Understanding China: RMB internationalisation 2.0
January 22, 2021
Present conditions offer Beijing a window to revive its RMB internationalisation process.
The case for and against inflation
January 20, 2021
The new year has begun with renewed focus on the reflation trade, with yield curves steepening and inflation expectations rising. We examine the case (watch video here)
Economics Daily
- Economics
- Macro Strategy
Oil: The bulls are back
January 22, 2021
We revise up our average Brent crude oil price forecast for 2021 to US$55-60/bbl and introduce 2022 Brent crude oil price forecast of US$60-65/bbl.
South Korea & Taiwan: Semiconductor sector continues to shi...
January 21, 2021
Semiconductor demand surged further in Dec20 and the momentum would carry forward into the beginning of 2021.
India budget: To align with pandemic-led shifts
January 18, 2021
Fiscal consolidation in FY22 will be backed by strong nominal growth and higher revenue assumptions.
Market Movers
- Daily Digest
- Strategy
US equities rise to record on hope for new aid bill
January 21, 2021
Investors are counting on more economic spending under President Biden
China blows past clean energy record with wind capacity jum
January 21, 2021
It added more than double the previous record of wind energy in 2020
Featured Publications
Singapore Downstream F&B: Mass-market F&B set to sizzle
October 22, 2019
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 Property Management: Catch the rising stars
October 09, 2019
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.
Understanding Vietnam: A Rising Star
September 19, 2019
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.