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...

July 16, 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 / Real Estate

China Property Sector: 1H19 results preview: On track to ac...

July 15, 2019
China

Listed developers feedbacked their unwillingness to revise up targets in lieu of market uncertainties. Our top picks are Times, Aoyuan, Logan and Yuexiu.

China / Consumer

China education sector: Marketing takeaways: Catalysts need...

July 11, 2019
China

China education sector seeing steady growth and remains defensive towards potential trade tensions and economic slowdowns. Our top pick is China Education Group. \n.

Equity Strategies

China / Equities

Monthly Market Pulse: Don’t let your guard down...

July 09, 2019

Earnings risk remain a key concern as overall environment of uncertainty caused companies to scale down investments. Investors advised to stay with defensive sectors.

Key summary points
  • Trade truce a relief but sentiment can turn on a tweet
  • Be aware of earnings risk in August
  • Prefer defensive sectors: HK REIT, Telco, Consumer staples, Education & property

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