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...

January 20, 2020

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: A stable path ahead in 2020

January 20, 2020
China

Decent upside expected from China’s property sector on the back of widely anticipated easing policy and good annual results from developers in 2019.

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

Equity Strategies

Asia / Equities

Regional Equity Strategy: Better Growth Dynamics...

January 06, 2020

Regional equities should carve out a better year ahead as US-China trade tensions ease, monetary policies stay accommodative and focus turns to fiscal support.

Key summary points
  • Global equities pricing in recovery, EM likely to outperform DM
  • Prefer HK/China and Singapore on attractive valuation and yield
  • Themes: ASEAN tourism, bombed out cyclicals with recovery potential, semiconductor sector recovery

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