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

Vietnam / GDP

Vietnam Chartbook: Exports and FDI to the fore...

April 20, 2021

Exports and FDI are gathering pace notably, reflecting global economic recovery and Vietnam’s further integration into global supply chain.

Key summary points
  • GDP growth is on a moderate recovery path (4.5% YoY in 1Q vs 2.9% in 2020)
  • Exports and FDI are gathering pace notably
  • Consumption and domestic investment are relatively weak
  • The SBV is not in a hurry to raise rates as inflation remains subdued
  • The dong still faces appreciation pressure

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

China / Real Estate

China Property Sector: Eye on future land supply

April 19, 2021
China

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

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.

Equity Strategies

Hong Kong / Equities

China/HK Market Pulse: Stay in cyclical recovery...

April 07, 2021

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.

Key summary points
  • FY20 results mostly in line; more companies performed above expectations vs below
  • Prefer cyclical recovery theme at this early stage of the interest rate cycle
  • Expect new economy blue chips to be good risk-reward plays
  • Maintain 12-month HSI target at 33,400

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There were no dcr path found

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