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 / Currencies, Digital

Digital Assets Update: Regulation, tokenised carbon credits...

July 21, 2021

With numerous product and application launches, capital raising events, and regulatory actions, the digital assets space remains a frenzy of activities.

Key summary points
  • At the public sector level, global regulators have tightened their grip on the crypto market
  • China is pushing for wider usage of the e-CNY through tests and trials
  • The intersection of climate change and digital finance is gaining prominence
  • Tradable carbon tokens on the blockchain have moved from concept to reality
  • Crypto price movements have become less correlated with broader asset classes

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019


China / Consumer

China Auto: Out of the woods on chip shortage?

July 21, 2021

Although semiconductor firms are prioritising auto chip production and Chinese automakers are ramping up in-house production, supply is unlikely to normalise in the near term.

Hong Kong / Consumer

Hong Kong Retail: Structural positives not in price

July 16, 2021
Hong Kong

We believe Hong Kong could start receiving mainland tourists as early October 2021, which will bode well for its retail sector.

Equity Strategies

Hong Kong / Equity Picks

Hong Kong Equity Picks...

July 05, 2021

Avoid names with risks related to inflation

Key Summary Points
  • Add JD, Samsonite, China Gas, ZhongSheng
  • Drop Alibaba, COSCO Shipping Ports, GF Securities, HKEx

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There were no dcr path found

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