Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.


Global / Economics & Strategy

Research Library...

May 24, 2019

Economics and Macro Strategy

Key Summary Points
  • Access our research products here

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Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019


Hong Kong / Real Estate

HK Property Monthly Chart Book: Hotels on growth mode

April 15, 2019
Hong Kong

Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.

Singapore / Real Estate

Singapore Property: More measured approach

March 29, 2019

Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.

Equity Strategies

China / Equities

Greater Bay Area: In-depth Study...

May 15, 2019

Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.

Key summary points
  • Industry upgrade in GBA expected to be faster given latest policy initiatives
  • New EV, smart appliances, online advertisements are some industries to see strongest growth
  • Warehouse, education and office sectors to outperform and support other services sector growth

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