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...

October 18, 2021

Economics and Macro Strategy

Key Summary Points
  • Access our research products here

Read more reports

There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

China / Real Estate

China Property: Risk of missing presales targets

October 18, 2021
China

Buyer sentiments in China’s property market might take some time to recover, but upcoming policy relaxation should help valuation recovery. Find out where entry opportunities lie.

China / Industrials

China Property Management Sector: Is there a valuation floo...

October 13, 2021
China

We believe China’s property management sector’s defensive profile has yet to be recognised. Find out why we see only 9% downside from floor valuation.

Equity Strategies

China / Equities

China & HK Market: Sector preference under power shortage...

October 06, 2021

With industrial-related companies likely to be most affected by China’s power shortage, attractive valuations in less affected sectors are worth revisiting as regulatory overhangs fade.

Key summary points
  • Power curtailment slows economic recovery but is manageable
  • Avoid industrials and related sectors
  • Favour financial, property, and new economy sectors

Read more reports

There were no dcr path found

Discover All

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities