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.

Economics

Global / Economics & Strategy

Research Library...

November 19, 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

Industry

China / Consumer

China Auto Sector: Signs of bottoming out

November 14, 2019
China

The vehicle market is showing signs of bottoming out as recent passenger vehicle retail sales was down, but we expect vehicle sales to gradually improve in November and December.

China / Real Estate

China Property Sector: Recent correction creates entry poin...

November 14, 2019
China

Recent residential property sales y-o-y growth has accelerated, led mainly by a combination of largely steady growth in residential GFA sold and a pickup in residential ASP growth.

Equity Strategies

Hong Kong / Equities

Monthly Market Pulse: Back on track...

November 06, 2019

US-China trade war détente bodes well for equity markets as HSI rebounded 6.5% from recent lows, reflecting investors’ returning risk appetite.

Key summary points
  • Partial trade war deal to rekindle risk appetite
  • IPO plans are finally back on track
  • Maintain end-2019 FBM KLCI target of 1,610 points based on 16x PE
  • Position for short term rebound with sector leaders

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