Insights and Analysis

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  • Economics
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Global / Economics

Kopi time with Taimur Baig podcast E51

April 19, 2021
Kopi time with Taimur Baig podcast E51

Vasuki Shastry on “Has Asia Lost It?”

Global / Economics & Strategy

Research Library

April 19, 2021
Research Library

Economics and Macro Strategy

China / Economics & Strategy

Understanding China: GBA integration gathers pace

April 13, 2021
Understanding China: GBA integration gathers pace

The GBA will take a more visible role in 2021-25 leveraging on the comparative advantage of each city to deepen connection holistically with rest of the world.

China / Real Estate

China Property Sector: Eye on future land supply

April 19, 2021
China Property Sector: Eye on future land supply

China’s residential property sector turned in a solid performance in 1Q21 and we believe it has potential to ink another year of record-high sales.

China / Industrials

China Airlines: Recovery intact but …

April 12, 2021
China Airlines: Recovery intact but …

We believe the recovery in China’s airlines sector remains intact, but investors need to watch out for speed bumps ahead. Find out what is slowing down the recovery.

Singapore / Financial Wellness

No storm lasts forever: Preparing for the next crisis

March 24, 2021
No storm lasts forever: Preparing for the next crisis

The COVID-19 pandemic impacted many financially but as the economy recovers, have fates changed?

Hong Kong / Equities

China/HK Market Pulse: Stay in cyclical recovery

April 07, 2021
China/HK Market Pulse: Stay in cyclical recovery

As we are currently at the early stage of the interest rate cycle in Hong Kong, we prefer cyclical recovery plays over defensives. Find out what other themes we are looking at.

Hong Kong / Equities

China/HK Market Pulse: Yield fears offer opportunities

March 05, 2021
China/HK Market Pulse: Yield fears offer opportunities

Recent spikes in US long-term yields have triggered profit-taking in the Hong Kong market but we think this is a buying opportunity.

Hong Kong / Equities

China/HK Market Pulse: Southbound inflow to slow

February 05, 2021
China/HK Market Pulse: Southbound inflow to slow

We expect southbound fund flows into the Hong Kong market to slow going forward, but it should remain at a higher level than previous years, which bodes well for the HSI.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / GDP

Macro Insights Weekly: Contrasting recovery of China and th...

April 19, 2021
Macro Insights Weekly: Contrasting recovery of China and the US

The world’s two largest economies are undergoing robust rebounds. China and the US are on course to print sufficient GDP growth this year to make up for the lost output of 2020.

China / GDP

China: Fears over tightening overdone

April 16, 2021
China: Fears over tightening overdone

The outturn is consistent with PBOC’s monetary policy normalisation strategy but fears over tightening maybe overdone.

Singapore / GDP

Singapore: Recovery is on track

April 14, 2021
Singapore: Recovery is on track

The Singapore economy is expected to post its first positive year-on-year growth since the pandemic.

Global / FX

FX Daily: USD is unlikely to extend correction (Philip Wee)

April 19, 2021
FX Daily: USD is unlikely to extend correction (Philip Wee)

Cautious ahead of next week’s FOMC meeting.

Global / FX

FX Daily: Cautious despite a good week (Philip Wee)

April 16, 2021
FX Daily: Cautious despite a good week (Philip Wee)

Next fortnight to be less optimistic.

Global / Rates

Rates: Levels start to look interesting for pay positions ...

April 16, 2021
Rates:  Levels start to look interesting for pay positions (Eugene Leow)

Building pay positions for US 10Y bond yield below 1.60%.

Market Movers

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

PBOC’s cash injection disappoints stock traders

April 16, 2021
PBOC’s cash injection disappoints stock traders

Stocks fell as expectations that the central bank would loosen its purse strings were dashed

Global / Currencies

BOJ official downplays China’s digital yuan

April 16, 2021
BOJ official downplays China’s digital yuan

Head of the BOJ’s payment systems says the dollar may strengthen further with digitalisation

Developed Markets / Equities

Signs of an accelerated recovery propel US stocks

April 16, 2021
Signs of an accelerated recovery propel US stocks

The S&P 500 sees another all-time high

Global / Perspectives

A little gold goes a long way

April 13, 2021
A little gold goes a long way

We believe there is still upside potential for gold to trade towards our price target of USD2,000/oz by year-end

Global / Perspectives

Position for US infrastructure theme through Tech

April 06, 2021
Position for US infrastructure theme through Tech

Position for US infrastructure plan through exposure to US semiconductors and hardware companies

Global / Perspectives

Cash or credit: opportunity to put money to work

March 26, 2021
Cash or credit: opportunity to put money to work

Investors should continue to switch from cash to short duration credit, given a track record of outperformance by the latter in the long run

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.