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...

September 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


Asia / Technology

Super Apps in Financial Services: Business Models and Oppor...

September 12, 2019

Our analysts took a deep dive exploring implications on the banking and insurance sectors as SuperApps continue to gain prominence and establish themselves as a hallmark to modern convenience.

China / Infrastructure

China Infrastructure: Growth acceleration in 2020

September 12, 2019

More opportunities could be made available for China’s infrastructure sector as the Chinese government continues to roll out measures to stability the country’s economic growth.

Equity Strategies

China / Equities

Monthly Market Pulse: Cautiousness prevails amidst trade wa...

September 03, 2019

Volatile market conditions prompt for cautious guidance from company management as civil unrest continues to plague Hong Kong society.

Key summary points
  • Trade War escalates as US President Trump labels President Xi as an “enemy”
  • Mixed interim results with declining corporate earnings and cautious guidance
  • Focus on defensive sectors like telecoms, food & beverage and REITS
  • HSI target unchanged at 26,050

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