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Group Research30 Sep 2022
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    Macro Insights multimedia: Videos/Livestream/Podcast Series

    Date Report
    September 29, 2022 DBS Macro Insights Livestream October: Higher rates, lower growth, volatile currencies, Tuesday, October 4th, 4:00pm SGT HTML
    September 28, 2022 Kopi Time E085: Ila Patnaik on India’s economy and the politics of welfare delivery HTML
    September 14, 2022 Kopi Time E084: The Woke Salaryman on financial literacy HTML
    September 6, 2022 DBS Macro Insights Livestream September: Rates, inflation, growth, supply chain HTML
    August 31, 2022 Kopi Time E083: Munib Madni on climate investing HTML
    August 17, 2022 Webinar: SGD and SGS in global stage; some considerations HTML
    August 17, 2022 Kopi Time E082: Carin Smaller on global food security HTML
    August 10, 2022 Webinar:  China’s macro uncertainties: from bank credit to property sector HTML
    July 6, 2022 Kopi Time E081: Prof Robert Dekle on recession risks and inflation HTML
    July 6, 2022 DBS Kopi Time E080 - Serey Chea on Central Banking and FinTech for Good HTML
    July 5, 2022 DBS Macro Insights Livestream July: Taking stock of G3 HTML
    June 23, 2022 Kopi Time E079: Minister Grace Fu on green transition, energy/food security, climate finance HTML
    June 22, 2022 Webinar: Fed Front-loading and Market Impact HTML
    June 3, 2022 DBS Macro Insights Livestream June: Growth slowdown warnings HTML
    May 31, 2022 Webinar (record): DEER investment strategy HTML
    May 31, 2022 Kopi Time E078: China slowdown and implications for Asean growth HTML
    May 20, 2022 Kopi Time E077: Barry Eichengreen on war, inflation, crypto, debt HTML
    May 17, 2022 Webinar: Contours of RMB Internationalisation HTML
    May 10, 2022 DBS Macro Insights Livestream May: Gearing up for higher volatility HTML
    May 4, 2022 Webinar (Record): Inflation's comeback: drivers and policy implications HTML
    May 4, 2022 Kopi Time E076: Gojek’s CL Lien on running an e-services platform  HTML
    April 27, 2022 Webinar (Record): Monitoring the global supply chain HTML
    April 20, 2022 Kopi Time E075 - Tan Su Shan on banking through a pandemic, war, and digital disruption HTML
    April 11, 2022 DBS Macro Insights Livestream April: Inflation’s shadow HTML
    April 6, 2022 Kopi Time E074: EY’s Sol Magaz on the healthcare sector through the pandemic HTML
    March 30, 2022 Webinar (Recorded): Fed rate hikes and implications for assets HTML
    March 23, 2022 Kopi Time E073: Vulcan AI’s Manik Bhandari on new tech’s application and ethics HTML
    March 9, 2022 Kopi Time E072: Energy market mayhem with Vandana Hari HTML
    March 7, 2022 DBS Macro Insights Livestream March: Ukraine, commodities, Fed, Asia HTML
    February 25, 2022 Kopi Time E071: Security expert Jonah Blank on Ukraine, Europe, China, US, Asia HTML
    February 24, 2022 Kopi Time E070: Prof Razeen Sally on the economics and geopolitics of trade deals HTML
    February 9, 2022 Kopi Time E069: Mark Sobel on the US, Germany, China, IMF HTML
    February 7, 2022 DBS Macro Insights Livestream February: Rising rates; EM vulnerability HTML
    January 26, 2022 Kopi Time E068: Saurabh Jain on India’s dynamic tech start-up scene HTML
    January 20, 2022 Kopi Time E067: Year-end commentary: Testing the guardrails HTML
    December 10, 2021 Kopi Time E066: Danny Quah’s trampoline metaphor HTML
    November 23, 2021 Kopi Time E065: Martin Mühleisen on IMF, global macro, and policy risks HTML
    November 2, 2021 DBS Macro Insights Livestream November: Slowing growth and firming inflation HTML
    October 27, 2021 Kopi Time E064: Blackrock’s Neeraj Seth on US, China, and EM rates strategy HTML
    October 13, 2021 DBS Group Research Webinar: Rates: Stagflation or Normalisation HTML
    October 11, 2021 DBS Group Research Webinar: China's "Common Prosperity" Agenda HTML
    October 6, 2021 Kopi Time E063: Ilan Goldfajn on global outlook, inflation, EM risks HTML
    October 5, 2021 DBS Macro Insights Livestream October: China credit risk and US taper scenario HTML
    September 15, 2021 Kopi Time E062: ECB’s Paul Hiebert on the risk map of Europe's financial system HTML
    September 8, 2021 DBS Macro Insights Livestream: Taper without a tantrum? HTML
    September 6, 2021 DBS Group Research Webinar: NDF currency markets in Asia HTML
    September 1, 2021 Kopi Time E061: Dr. Ma Jun on China’s climate change agenda HTML
    August 5, 2021 Kopi Time E060: Sopnendu Mohanty on Singapore’s burgeoning FinTech scene HTML
    July 23, 2021 Kopi Time E059: Anne Krueger on trade, inflation, wages, and industrial policy HTML
    July 19, 2021 Intro to DEER (video); from FX valuation to trading HTML
    July 14, 2021 DBS Macro Insights : Monetary policy in Asia; who will hike rates and who won't? HTML
    July 14, 2021 DBS Macro Insights Webinar: India’s manufacturing and tech outlook HTML
    July 7, 2021 Kopi Time E058: Komal Sri-Kumar on Fed policy, inflation, and asset markets HTML
    July 6, 2021 DBS Macro Insights Livestream July: Regional Implications Of Fed’s Shifting Tone HTML
    June 24, 2021 Kopi Time E057: BIS research head Hyun Song Shin on CBDCs HTML
    June 9, 2021 Kopi Time E056: Mary Ellen Iskenderian on digital finance for women HTML
    June 8, 2021 Macro Insights Livestream The race to mass vaccination HTML
    June 2, 2021 Credit Market Outlook webinar: Risks and Opportunities  HTML
    June 2, 2021 DBS Webinar: Inflation outlook and implication for assets HTML
    May 25, 2021 Kopi Time E055: Maya MacGuineas on US deficit and debt HTML
    May 20, 2021 DBS Webinar: Navigating the Evolving World of Digital Currencies HTML
    May 17, 2021 Kopi Time E054: Singapore’s renewed pandemic stringency HTML
    May 12, 2021 Kopi Time E053: Juliana Chan on scientific communication and entrepreneurship in Asia HTML
    May 5, 2021 Macro Insights Livestream: Covid cross-currents HTML
    April 27, 2021 Kopi Time E052: Kishore Mahbubani on dealing with China’s rise HTML
    April 13, 2021 Kopi Time E051: Vasuki Shastry on “Has Asia Lost It?” HTML
    March 31, 2021 DBS Macro Insights Livestream: The race to vaccination HTML
    March 30, 2021 DBS Macro Insights: Green bonds blossom with property in the lead HTML
    March 24, 2021 Kopi Time E050: DBS CEO Piyush Gupta on accelerated disruptions HTML
    March 19, 2021 Kopi Time E049: Prof David Victor on decarbonisation HTML
    March 10, 2021 Kopi Time E048: Chandran Nair on the reset necessitated by the pandemic HTML
    March 9, 2021 DBS Macro Insights Livestream: Reflation tantrum HTML
    March 3, 2021 Kopi Time E047: Dan Wang on the global semiconductor race HTML
    February 24, 2021 DBS Macro Insights: How do we expect the Fed to act? HTML
    February 24, 2021 DBS Macro Insights: When Pandemic Fears Fade HTML
    February 17, 2021 Kopi Time E045: Ajaita Shah on supporting rural female entrepreneurs in India HTML
    February 16, 2021 DBS Macro Insights: Has the weak USD run its course? HTML
    February 10, 2021 Macro Insights February 2021: Mutations and valuations HTML
    February 8, 2021 Kopi Time E044: Mark Sobel on the US economy and Biden’s agenda HTML
    February 2, 2021 Kopi Time E043: Alok Oberoi on the SPACs phenomenon HTML
    January 27, 2021 Kopi Time E042: BRAC’s Shameran Abed on microfinance to tackle Covid’s myriad challenges HTML
    January 20, 2021 The case for and against inflation HTML
    January 20, 2021 Kopi Time E041: EY’s Varun Mittal on FinTech HTML
    January 13, 2021 Macro Insights Livestream: Shape of Q420 and Q121 HTML
    January 12, 2021 Kopi Time E040: Dr. Deborah Elms on RCEP, CPTPP, CAI HTML
    December 14, 2020 Kopi Time E039: Dr. Jenny Low on vaccines HTML
    December 9, 2020 Kopi Time E038: Stephen Schwartz, Fitch Ratings HTML
    December 3, 2020 December Macro Insights Livestream: A Bifurcated World HTML
    December 3, 2020 Kopi Time E037: Mckinsey’s Ziad Haider on US presidential transition HTML
    November 17 2020 Kopi Time E036: Dr. Eswar Prasad on USD, RMB, and CBDCs HTML
    November 7 2020 Kopi Time E035: Dr. Marsha Vande Berg on US elections HTML
    November 5 2020 November Macro Insights Livestream: US elections and implications for Asia HTML
    October 30, 2020 Kopi Time E034: Arvind Subramanian on the US, China, India, development HTML
    October 28, 2020 Asia Economist Webinar: Radhika Rao on investing in India's bonds and FX HTML
    October 19, 2020 Kopi Time E033: Prof Andreas Rasche on sustainable investing and corporate responsibility HTML
    October 15, 2020 Kopi Time E032: Ben Bland on Indonesia and President Jokowi HTML
    October 13, 2020 The Asia Economist: Chang Wei Liang on mapping the credit landscape in Asia HTML
    October 7, 2020 Kopi Time E031: James Crabtree on US elections and the impact on Asia HTML
    October 5, 2020 October Macro Insights Livestream: October Surprise HTML
    October 1, 2020 Asia Economist Webinar: Irvin Seah on the financial wellness of Singaporeans HTML

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    Macro Strategy Daily

    Date Report
    September 30, 2022 Asia Rates: RBI decision and FTSE Russell Review Results (Duncan Tan) HTML
    September 30, 2022 FX Daily: Strong USD faces resistance from Japan, the UK and China (Philip Wee) HTML
    September 29, 2022 South Korean Rates: Financial market stabilisation measures (Ma Tieying) HTML
    September 29, 2022 DM Rates: BOE provides a circuit breaker (Eugene Leow) HTML
    September 29, 2022 FX Daily: Relief rally, not reversal (Philip Wee) HTML
    September 28, 2022 Asia Rates: Index inclusion developments (Duncan Tan) HTML
    September 28, 2022 FX Daily: USD overbought, keeping selling pressures at bay for now (Philip Wee) HTML
    September 27, 2022 DM Rates: Still no respite (Eugene Leow) HTML
    September 27, 2022 Asia Rates: Headwinds on multiple fronts (Duncan Tan) HTML
    September 27, 2022 FX Daily: GBP got pounded, markets have least trust in UK’s policy path (Philip Wee)  HTML
    September 23, 2022 Dovish BOJ; modest rate hike in Taiwan (Ma Tieying) HTML
    September 23, 2022 Philippines: Firm commitment on fighting inflation (Chua Han Teng) HTML
    September 23, 2022 USD Rates: Regime shift from the post-GFC environment?  (Eugene Leow) HTML
    September 23, 2022 FX Daily: Three central bank meetings, three currency responses (Philip Wee) HTML
    September 22, 2022 Fed review: 5% Funds rate in play (Taimur Baig, PhD) HTML
    September 22, 2022 USD Rates: Hike till something breaks (Eugene Leow)  HTML
    September 22, 2022 FX Daily: Fed pulled no punches at FOMC (Philip Wee) HTML
    September 21, 2022 INR Rates: India’s onshore markets prove resilient, eye FOMC decision (Radhika Rao) HTML
    September 21, 2022 FX Daily: Powell holds the key again at FOMC (Philip Wee) HTML
    September 20, 2022 JPY Rates: Where will the pressure go? (Eugene Leow)  HTML
    September 20, 2022 FX Daily: It looks like it’ll be volatile into FOMC (Philip Wee) HTML
    September 16, 2022 Credit:  Chinese banks lower deposit rates amid ample liquidity (Chang Wei Liang) HTML
    September 16, 2022 FX Daily: FOMC keeps currencies on edge (Philip Wee) HTML
    September 15, 2022 DM Rates: The 3 big shifts this year  (Eugene Leow) HTML
    September 15, 2022 FX Daily: Lessons from JPY interventions in 1998 (Philip Wee) HTML
    September 14, 2022 USD Rates: Inflation still too hot for the Fed to downshift  (Eugene Leow) HTML
    September 14, 2022 FX Daily: Tornadoes on Terrible Tuesday (Philip Wee) HTML
    September 13, 2022 SGD Rates: Juicy pickup for USD and EUR-based investors (Eugene Leow) HTML
    September 13, 2022 FX Daily: Don’t test the Fed (Philip Wee) HTML
    September 9, 2022 Eurozone rates: ECB hawks are on the front seat (Radhika Rao) HTML
    September 9, 2022 Malaysia: BNM opens the door for a temporary pause (Chua Han Teng) HTML
    September 9, 2022 Credit:  Chinese corporate issuance shifting towards onshore (Chang Wei Liang) HTML
    September 9, 2022 Asia Rates: More core rates vol (Duncan Tan) HTML
    September 9, 2022 FX Daily: ECB narrows gap with Fed on inflation, JPY weak without BOJ (Philip Wee) HTML
    September 8, 2022 China: CNY slides on weak exports (Nathan Chow) HTML
    September 8, 2022 Asia Rates: Should central banks hike more? (Duncan Tan) HTML
    September 8, 2022 FX Daily: Beware of a dead cat bounce (Philip Wee) HTML
    September 7, 2022 Asia Rates: Surge in long-term core rates (Duncan Tan) HTML
    September 7, 2022 EUR Rates: Toggling stagflation risks (Eugene Leow) HTML
    September 7, 2022 FX Daily: Currencies bow to hawkish USD (Philip Wee) HTML
    September 6, 2022 Asia Rates: Poor risk sentiments (Duncan Tan) HTML
    September 6, 2022 FX Daily: RBA and AUD are unlikely to eclipse Fed and USD (Philip Wee) HTML
    September 2, 2022 Credit:  Asia’s external debt vulnerabilities amid tighter Fed policy (Chang Wei Liang) HTML
    September 2, 2022 Asia Rates: Right side of dollar smile could hurt (Duncan Tan) HTML
    September 2, 2022 USD Rates: Resilient economic indicators, slowing inflation, steeper curve  (Eugene Leow) HTML
    September 2, 2022 FX Daily: Cautious into US nonfarm payrolls; GBP back at 2020 lows (Philip Wee) HTML
    September 1, 2022 India: Weaker than expected GDP won’t affect markets or RBI (Radhika Rao) HTML
    September 1, 2022 Asia Rates: Up and up for KRW Rates (Duncan Tan) HTML
    September 1, 2022 FX Daily: Fed is taking no prisoners (Philip Wee) HTML
    August 31, 2022 Indonesia rates: Subsidised fuel price hike in view (Radhika Rao) HTML
    August 31, 2022 USD Rates: Mulling the possibility of a higher terminal rate (Eugene Leow) HTML
    August 31, 2022 South Korea and Indonesia rates roundup (Duncan Tan) HTML
    August 31, 2022 FX Daily: Another day of consolidation (Philip Wee) HTML
    August 30, 2022 Asia Rates: Led higher by US (Duncan Tan) HTML
    August 30, 2022 USD Rates: Monitoring data and market stresses (Eugene Leow) HTML
    August 30, 2022 SGD Rates: A look at the dislocations (Eugene Leow) HTML
    August 30, 2022 FX Daily: More mixed and volatile after Jackson Hole (Philip Wee) HTML
    August 26, 2022 South Korea: Higher rates, slowing growth, and KRW vulnerability (Tieying Ma) HTML
    August 26, 2022 Asia Rates: Large jump in KRW swap rates (Duncan Tan) HTML
    August 26, 2022 FX Daily: Fed’s goals vs market realities (Philip Wee) HTML

    Back to Top ^


    Economics & Macro Strategy Flash 


    Date Report
    September 30, 2022 India: Shifting uncertainties; hawkish policy HTML
    September 29, 2022 Thailand: Sticking with gradual tightening HTML
    September 26, 2022 Asia Rates: Flows, Positioning & Valuation (September 2022) HTML
    September 23, 2022 Vietnam: Kicking off policy rate hiking cycle HTML
    September 22, 2022 Indonesia joins peers in frontloading policy tightening moves HTML
    September 22, 2022 Fed review: 5% Funds rate in play HTML
    September 14, 2022 India: Optimism over bond index inclusion resurfaces HTML
    September 14, 2022 China data preview: Production down, FAI up HTML
    September 9, 2022 Eurozone: Uncertainty clouds outlook HTML
    September 7, 2022 South Korea: A gloomy outlook ahead HTML
    September 7, 2022 Philippines/Thailand: Hawkish monetary policy path HTML
    September 5, 2022 Indonesia’s fuel price hike, a medium-term positive HTML
    September 1, 2022 Taiwan: Tech downturn and forecast downgrade HTML
    August 25, 2022 India: Strong 2Q growth to provide room for more hikes HTML
    August 22, 2022 Hong Kong: Rising lending rates and credit implications HTML
    August 15, 2022 China: Not a rate cut cycle yet HTML
    August 15, 2022 Malaysia/Philippines: 2H22 growth and rate hike outlook HTML
    August 10, 2022 Thailand: Gradual interest rate hikes ahead HTML
    August 8, 2022 Indonesia’s growth on cruise control, neutral on equities HTML
    August 5, 2022 India policy: RBI frontloads hikes, more to come HTML
    August 4, 2022 Taiwan: Further downside risks HTML
    August 3, 2022 FX: DEER recommendations (August 2022) HTML
    July 28, 2022 Fed on course to go well past neutral rate HTML
    July 26, 2022 China: Mortgage boycott and 2H22 outlook HTML
    July 22, 2022 Asia Rates: Flows, Positioning & Valuation (July 2022) HTML
    July 22, 2022 India: Tackling questions on inflation, rupee and reserves HTML
    July 21, 2022 Bank Indonesia extends pause on rates, bides time HTML
    July 15, 2022 Philippines: More tightening to come after surprise hike HTML
    July 14, 2022 Singapore: Balancing growth and inflation HTML
    July 14, 2022 China: 2Q GDP preview HTML
    July 13, 2022 Thailand: US, EU exposures amid slowing global growth HTML
    July 12, 2022 Asia Rates: Selectively reload payers HTML
    July 12, 2022 Japan: Post-Abe policy outlook HTML
    June 24, 2022 European Credit: Nearing a trough? HTML
    June 23, 2022 Bank Indonesia to sit out the hawkish camp HTML
    June 23, 2022 Asia Rates: Flows, Positioning & Valuation (June 2022) HTML
    June 22, 2022 Thailand: Imminent policy rate normalisation likely HTML
    June 20, 2022 Philippines: Policy continuity under Marcos government HTML
    June 14, 2022 Market selloff and tightening conditions HTML
    June 8, 2022 India’s RBI policy committee retains hawkish bent HTML
    June 6, 2022 Asia Rates: Too early to call a peak HTML
    May 26, 2022 India: Inflation relief measures unlikely to derail rate hikes HTML
    May 25, 2022 Singapore: Slower growth ahead HTML
    May 24, 2022 High subsidy budget leaves Bank Indonesia with more headroom HTML
    May 24, 2022 Asia Rates: Flows, Positioning & Valuation (May 2022) HTML
    May 24, 2022 Asia Rates: Flows, Positioning & Valuation (May 2022) HTML
    May 20, 2022 China: Easing toward the property sector HTML
    May 9, 2022 Indonesia: Resilient growth provides room to prioritise inflation HTML
    May 6, 2022 FX: DEER recommendations (May 2022) HTML
    May 4, 2022 HKSAR: Downgrading GDP forecast HTML
    April 29, 2022 Inflation’s rapid comeback HTML
    April 28, 2022 Japan: BOJ reinforces YCC commitment HTML
    April 25, 2022 SGD Rates: Gauging SSB demand HTML
    April 21, 2022 Asia Rates: Flows & Valuations (April 2022) HTML
    April 19, 2022 Bank Indonesia stays on hold; we see inflation risks HTML
    April 19, 2022 South Korea: A post-election update HTML
    April 18, 2022 Inflation and upside risks to hike cycles HTML
    April 18, 2022 China: Lowering 2022 growth forecast by 50bps HTML
    April 14, 2022 China: Weaker trade growth ahead HTML
    April 14, 2022 Singapore: Balancing growth and inflation HTML
    April 8, 2022 India: Inflation becomes a priority at the RBI HTML
    April 6, 2022 THB & MYR Rates: Differing risk profiles HTML
    April 6, 2022 Malaysia/Thailand: Diverging monetary policy outlook HTML
    March 30, 2022 FX: The Yen’s impact on the DEER strategy HTML
    March 30, 2022 Vietnam: Constructive but facing new headwinds HTML
    March 25, 2022 Taiwan: Assessing the impact of higher rates HTML
    March 23, 2022 India: GDP growth, inflation, and Russia-Ukraine fallout HTML
    March 18, 2022 Taiwan: Monetary policy tightening begins HTML
    March 17, 2022 Fed policy: hawkish yet constructive HTML
    March 15, 2022 China: Strong headwinds HTML
    March 10, 2022 Thailand/Malaysia: Current account and FX HTML
    March 7, 2022 Asia Rates: Geopolitics and Fed HTML
    March 7, 2022 China: NPC signals front-loaded policy support HTML
    March 3, 2022 Credit: Assessing the impact from Russian sanctions HTML
    March 1, 2022 India: GDP growth, inflation, and Russia-Ukraine fallout HTML
    February 28, 2022 Asia Rates: Assessing the impact from Russia-Ukraine HTML
    February 17, 2022 ECB to kickstart policy normalisation, BOJ patient HTML
    February 17, 2022 Singapore: Strong growth but watch inflation risks HTML
    February 10, 2022 India & Indonesia monetary policy: Divergent responses HTML
    February 7, 2022 Indonesia: Demand normalisation brightens outlook HTML
    February 3, 2022 FX: DEER recommendations (February 2022) HTML
    January 28, 2022 Malaysia/Philippines: Asynchronous recovery HTML
    January 25, 2022 Singapore: Higher inflation, steeper SGD NEER band HTML
    January 24, 2022 Thailand: Fragility warrants supportive policies HTML
    January 20, 2022 Indonesia’s monetary and fiscal policies to converge HTML
    January 17, 2022 China: Deepening slowdown warrants further easing HTML
    January 10, 2022 SGD Rates: What does a more aggressive Fed mean? HTML
    January 10, 2022 USD Rates: The Fed’s speed limit HTML
    January 6, 2022 India: Bracing for a third Covid wave HTML
    January 6, 2022 Asia Rates 2022: Growth Priorities vs Fed Concerns HTML
    January 3, 2022 Singapore: A strong last lap in 2021 HTML
    December 8, 2021 India: RBI maintains a dovish stance HTML
    November 25, 2021 BOK tightening is not over, but pace may slow HTML
    November 25, 2021 Tracking China credit shifts with the DACS HTML
    November 22, 2021 DM Rates: Exit Strategy HTML
    November 18, 2021 Bank Indonesia on hold, with an eye on US policy shifts HTML
    November 16, 2021 Thailand: A gradual recovery, at last HTML
    November 15, 2021 India: Festive boost buoys output, inflation a drag HTML
    November 5, 2021 Indonesia: Growth to end 2021 on a firmer note HTML
    November 5, 2021 FX: DEER recommendations (November 2021)  HTML
    November 2, 2021 Hong Kong SAR: Slowdown not worrisome HTML
    October 28, 2021 Asia Rates: Impact from rising energy prices HTML
    October 27, 2021 India/Indonesia: Oil shock and inflation HTML
    October 18, 2021 Power shortage weighs down China’s growth HTML
    October 15, 2021 INR Rates: Greater normalization impetus HTML
    October 12, 2021 China’s Power Shortage HTML
    October 12, 2021 Indonesia: Tax measures and strong trade add to resilience HTML
    October 8, 2021 India: RBI signals ‘one size does not fit all’ HTML
    October 1, 2021 Japan: A new hope HTML
    September 30, 2021 Asia Rates: Bond Supply Pressures in 4Q HTML
    September 27, 2021 Thailand: Positioning for a BOT rate cut HTML
    September 21, 2021 Indonesia: Monetary-fiscal mix for growth and stable IDR HTML
    September 16, 2021 Asia Rates Strategy: Systemic vs Idiosyncratic drivers HTML
    September 2, 2021 IDR Rates: “Burden-sharing” a positive for IndoGB HTML
    August 30, 2021 Vietnam: Slower growth, but still outperformer HTML
    August 25, 2021 Eurozone & Japan: Delta and cautious reopening HTML
    August 24, 2021 US economy’s ebbing momentum and market implications HTML
    August 23, 2021 India: Strong growth print likely in 2Q21; what’s next? HTML
    August 18, 2021 China: Growth downgraded amid Delta worries HTML
    August 17, 2021 Malaysia: Uneven path to recovery HTML
    August 16, 2021 China: Delta worries dim outlook; policy easing warranted HTML
    August 11, 2021 Singapore: Reopening growth impetus ahead HTML
    August 11, 2021 Thailand: Sluggish growth, lower rates, weaker THB HTML
    August 10, 2021 Philippines: A laggard in the pandemic recovery HTML
    August 5, 2021 Indonesia: A sharp rebound in 2Q21 GDP HTML
    August 4, 2021 Vietnam: Implications of the currency truce with the US HTML
    August 3, 2021 FX: DEER recommendations (August 2021) HTML
    August 3, 2021 SGS: Attractive pickup for the 20Y tenor HTML
    August 2, 2021 Asia Rates: An update on our trade ideas HTML
    August 2, 2021 Hong Kong: Speedy recovery HTML
    July 30 2021 India: RBI unlikely to rock the (policy) boat HTML
    July 28 2021 China: Quick thoughts on the sell-off in equities HTML
    July 27 2021 Eurozone: ECB Strategy review affirms dovish course HTML
    July 21 2021 Indonesia/ Thailand: Bumpy road to recovery HTML
    July 15 2021 China: Slower headline growth; policy in neutral gear HTML
    July 14 2021 Singapore: Strong 2Q but normalisation ahead HTML
    July 9 2021 China: RRR cut in sight as inflation fears ease HTML
    July 9 2021 Indonesia: No respite from the pandemic HTML
    July 7 2021 CNY Rates: Higher issuances, tighter liquidity HTML
    June 28 2021 South Korea to hike rates in 4Q, first in Asia HTML
    June 18 2021 Asian rates primed to rise in 2H HTML
    June 17 2021 USD Rates: The Fed’s shifting tone and rates implications HTML
    June 4 2021 CNY to consolidate after year-long gains HTML
    May 27, 2021 Eurozone & Japan: Paths diverge HTML
    May 27, 2021 China: Inflation and monetary policy outlook HTML
    May 25, 2021 Singapore: Speed bump in 2Q21 HTML
    May 19, 2021 Asia Rates: Global Inflation and Fed Taper Headwinds HTML
    May 18, 2021 Covid outbreak and Taiwan’s outlook HTML
    May 18, 2021 Bond returns and Covid; Divergent FX trends HTML
    May 17, 2021 China: Reading through flattening growth figures HTML
    May 11, 2021 Thailand: Recalibrating expectations HTML
    May 11, 2021 China: rising producer prices not yet a threat HTML
    May 6, 2021 Indonesia: The economy bottoms HTML
    May 6, 2021 Asia Rates: Bond supply differentials HTML
    May 4, 2021 Credit: Diminished state support meets Huarong HTML
    April 21, 2021 Singapore's inflation expectations turn a corner HTML
    April 20, 2021 Turning on cautious on Indonesian rates HTML
    April 16, 2021 China: Fears over tightening overdone HTML
    April 14, 2021 Singapore: Recovery is on track  HTML
    April 7, 2021 India & Indonesia: Monetary policy – steady hand on the wheel HTML
    April 6, 2021 Safeguards for SINGA bonds HTML
    April 1, 2021 INR rates: 1H issuance calendar point to greater supply pressures ahead HTML
    April 1, 2021 India & Indonesia: Strengthening the institutional backbone HTML
    March 30, 2021 Asia Rates: China included into WGBI; Malaysia removed from watchlist HTML
    March 23, 2021 India: Tackling a second Covid wave HTML
    March 23, 2021 Interest rate hike expectations in Asia are overpriced HTML
    March 10, 2021 China Rates: Comfortable with duration HTML
    March 9, 2021 Eurozone & Japan: Payback year HTML
    March 1, 2021 Asia Rates: Finding cover amid the global selloff HTML
    February 22, 2021 India: cyclical rebound and sticky inflation HTML
    February 19, 2021 SGD Rates: Thoughts on SINGA bonds HTML
    February 19, 2021 Indonesia: Dovish hold for the year, eye on the COVID-19 curve HTML
    February 15, 2021 Singapore: Ended 2020 on a brighter note HTML
    January 29, 2021 China: Stimulus calibration underway HTML
    January 27, 2021 India rates: Union Budget and Fading Risks HTML
    January 22, 2021 Oil: The bulls are back HTML
    January 21, 2021 South Korea & Taiwan: Semiconductor sector continues to shine HTML
    January 21, 2021 SGD Rates: Opportunity Arises HTML
    January 18, 2021 India budget: To align with pandemic-led shifts HTML
    January 18, 2021 China: Strengthening recovery momentum HTML
    January 11, 2021 Indonesia: Seeking a flatter pandemic curve HTML
    January 7, 2021 Japan: Implications of Covid state of emergency HTML
    January 7, 2021 SGD Rates: Limit increase offers opportunities for SGS HTML
    January 6, 2021 India: Counting on vaccine, eye on inflation HTML
    January 4, 2021 Singapore: Hopeful end to a bitter year HTML

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    Macro Insights Weekly


    Date Report
    September 26, 2022 Higher rates; lower growth HTML
    September 19, 2022 Can the global economy handle positive real rates? HTML
    September 12, 2022 China’s economic distress and the outlook ahead HTML
    September 5, 2022 Fed funds rate heading to 4% HTML
    Aug 29, 2022 Central bank resolve and the global economy HTML
    Aug 22, 2022 Gauging (dis) inflation trend HTML
    Aug 15, 2022 Contrasting growth trends in Asia HTML
    Aug 8, 2022 Asia’s resilient exports HTML
    Aug 1, 2022 As growth slows, will inflation soften? HTML
    July 18, 2022 GDP Nowcast: Diverging paths HTML
    July 18, 2022 Peak inflation and peak Fed HTML
    July 12, 2022 Absence of Stagflation in China deserves Re-Rating HTML
    July 4, 2022 A less robust US labor market HTML
    June 27, 2022 As the global economy slows HTML
    June 20, 2022 Jumbo rate hikes and the road ahead HTML
    June 13, 2022 Global transmission channels of Fed tightening HTML
    June 6, 2022 Peak inflation? HTML
    May 30, 2022 China slowdown and Asean HTML
    May 23, 2022 Climate inflation HTML
    May 17, 2022 Slowdown everywhere HTML
    May 9, 2022 Choppy waters HTML
    April 25, 2022 Mounting market stress HTML
    April 18, 2022 Inflation, past and present HTML
    April 11, 2022 Recession watch already? HTML
    April 4, 2022 Asia’s trade outlook HTML
    March 28, 2022 Implications of ratcheting rate hike expectations HTML
    March 21, 2022 Macro Insights Weekly: A China “put”? HTML
    March 14, 2022 Commodity price spike and energy transition HTML
    March 7, 2022 Stagflation watch? HTML
    February 28, 2022 Ukraine and energy price risks HTML
    February 21, 2022 Ukraine’s shadow HTML
    February 14, 2022 Three scenarios around the rate hike cycle HTML
    February 7, 2022 Assessing market volatility markers HTML
    January 31, 2022 Rising rates; EM vulnerability HTML
    January 24, 2022 Oil and 2022 outlook HTML
    January 17, 2022 Surveying investors’ market views HTML
    January 10, 2022 Year of higher rates HTML
    December 13, 2021 Inflation risk factors HTML
    November 29, 2021 Another coronavirus mutation scare HTML
    November 22, 2021 Shape of 4Q HTML
    November 15, 2021 Taking stock of the hot US inflation reading HTML
    November 8, 2021 RCEP and DEPA HTML
    November 1, 2021 What to expect from COP26 HTML
    October 25, 2021 Pandemic and income in Asia HTML
    October 18, 2021 Property price trends in Asia HTML
    October 11, 2021 Slowing growth and higher rates? HTML
    October 4, 2021 Crypto update; China power crunch; RBI policy preview HTML
    September 27, 2021 Credit risk in China; taper scenario in the US HTML
    September 20, 2021 China slowdown and credit risk HTML
    September 13, 2021 Downgrading the US GDP forecast HTML
    September 6, 2021 China’s “common prosperity” agenda HTML
    August 30, 2021 Jackson Hole takeaways: jobs and inflation HTML
    August 23, 2021 Re-opening trade interrupted HTML
    August 16, 2021 Will China follow the German Model? HTML
    July 26, 2021 Taking stock of currency positionings HTML
    July 19, 2021 Making sense of flattening curves HTML
    July 12, 2021 Rate hike considerations in India and South Korea HTML
    July 5, 2021 Assessing the US economy at mid-year HTML
    June 28, 2021 How much bond can central banks buy? HTML
    June 21, 2021 Singapore’s Census: Older, richer, smarter HTML
    June 14, 2021 Fed’s tools to help the world (and the US) HTML
    June 7, 2021 Is PBoC ahead of the curve? HTML
    May 31, 2021 Asia’s Covid stumble and fiscal response HTML
    May 24, 2021 Can trade bail out Asia this year? HTML
    May 17, 2021 Singapore’s renewed pandemic stringency HTML
    May 10, 2021 Assessing the Covid scar HTML
    May 3, 2021 Could herd immunity be a mirage? HTML
    April 26, 2021 Asia’s house prices perking up HTML
    April 19, 2021 Contrasting recovery of China and the US HTML
    April 12, 2021 Varieties of inflation trend HTML
    April 5, 2021 A peek into 2Q HTML
    March 29, 2021 China-US: Competition, collaboration, confrontation HTML
    March 22, 2021 Five factors to watch during reflation HTML
    March 15, 2021 Rising rates and funding needs HTML
    March 8, 2021 Virus variant alert HTML
    March 1, 2021 The coming US boom HTML
    February 22, 2021 Singapore’s green agenda HTML
    February 16, 2021 Debt burden HTML
    February 8, 2021 Battle line between big and small investors HTML
    February 1, 2021 As yield curves steepen HTML
    January 25, 2021 Between vaccines and virus resurgence HTML
    January 18, 2021 Inflation watch HTML
    January 11, 2021 Shape of 4Q20 and 1Q21 HTML
    December 14, 2021 Asset valuation versus returns HTML
    December 7, 2021 Thinking through a bifurcated world HTML
    November 30, 2021 12 trade ideas for 2021 HTML
    November 23, 2021 Singapore: Recovery is on track HTML
    November 18, 2021 Singapore Outlook 2021: Emerging optimism HTML
    November 16, 2021 RCEP is a big deal HTML
    November 9, 2021 Covid contrast HTML
    November 2, 2021 Four US election scenarios HTML

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    Focus & Thematic


    Date Report
    September 28, 2022 China: Wary households shun debt, crimp consumption HTML
    September 28, 2022 Credit impact from a hawkish Fed and fiscal concerns HTML
    September 22, 2022 Digital Assets Update, 4Q22: As policy tightens  HTML
    September 21, 2022 Japan: Challenges to BOJ’s yield curve control policy HTML
    September 13, 2022 DEER Strategy: FX volatility drivers and outlook HTML
    August 29, 2022 HK real estate: Opportunities amid volatility HTML
    August 12, 2022 Taiwan: Economic implications of cross-strait tensions HTML
    August 4, 2022 SGD and SGS in global stage; some considerations HTML
    August 4, 2022 Thailand: Considering outsized rate hike risks HTML
    August 2, 2022 HKSAR: Modest recovery ahead HTML
    July 22, 2022 China Bank Credit: Buffers amid headwinds HTML
    July 15, 2022 Taiwan: Lowering the growth outlook HTML
    July 5, 2022 ASEAN-6: Rising food prices and inflation worry HTML
    June 29, 2022 India’s twin deficits: pressure, no panic HTML
    June 14, 2022 China: Consumption bouncing back, but how strong? HTML
    June 9, 2022 Digital Assets Update, 3Q22: The Great Cleansing HTML
    June 8, 2022 South Korea & Taiwan: Inflation surprise and policy impact HTML
    May 31, 2022 Thailand: Assessing rate hike risks HTML
    May 18, 2022 Indonesia: Fuel prices, subsidies, and inflation – balancing act HTML
    May 9, 2022 China: Contours of RMB Internationalisation HTML
    May 5, 2022 CNY: More depreciation, no crash HTML
    May 4, 2022 Trade implications of an undervalued JPY HTML
    May 4, 2022 India: Two buffers and three risks to the economy HTML
    April 20, 2022 Philippines: Economy and markets around elections HTML
    April 12, 2022 Analysing the Asian credit term structure HTML
    April 7, 2022 Top-10 macro trade ideas (Q2 update) HTML
    April 6, 2022 MAS preview: More tightening coming HTML
    March 8, 2022 ASEAN-5: Evaluating key inflation drivers HTML
    March 2, 2022 Digital Assets Update, March 2022: Deepening roots HTML
    February 21, 2022 Singapore Budget 2022: Walking the fiscal tightrope HTML
    February 14, 2022 Vietnam: Assessing RCEP benefits and linkages HTML
    February 1, 2022 India Budget: Capex-push and new priorities, modest consolidation HTML
    January 28, 2022 An EM risk heatmap HTML
    January 27, 2022 Singapore Budget 2022: Refocusing on long-term priorities HTML
    January 20, 2022 India’s Budget preview: Consolidation over fiscal activism HTML
    January 18, 2022 HK SAR: Zero-COVID policy with rising rates HTML
    January 12, 2022 Top-10 macro trade ideas for 2022 HTML
    December 9, 2021 Taiwan Outlook: Ten predictions for 2022 HTML
    December 6, 2021 2022 Outlook: Testing the guardrails HTML
    December 2, 2021 India 2022 Outlook: Shifting to a higher gear HTML
    December 1, 2021 Singapore Outlook 2022: Rebalancing growth and inflation risks HTML
    November 30, 2021 China 2022: The State asserts HTML
    November 15, 2021 China: Power disruptions ease, headwinds remain HTML
    November 12, 2021 Elevated energy price and Asia HTML
    November 10, 2021 Philippines: A long road to full recovery HTML
    November 2, 2021 Malaysia: Cautious path to normalisation HTML
    October 25, 2021 India: Setting the stage for bond index inclusion HTML
    October 13, 2021 Malaysia’s electrical and electronics sector potential HTML
    October 7, 2021 Understanding China: Key trends under common prosperity HTML
    October 6, 2021 Digital Assets Update: Use case and pushback galore HTML
    October 4, 2021 Vietnam: The worst is over; recovery ahead HTML
    September 29, 2021 Systemic risk in China property? HTML
    September 27, 2021 India: Fiscal positives and rangebound rupee HTML
    September 23, 2021 ASEAN’s potential in semiconductor manufacturing HTML
    September 22, 2021 Philippines: Fluctuating current account, weaker PHP HTML
    September 16, 2021 ASEAN-6: Mapping electronics exposure HTML
    September 14, 2021 Understanding India: Growing footprint in electronics HTML
    September 13, 2021 Contours of the GBA Wealth Connect HTML
    September 7, 2021 Thailand: Baht’s overvaluation HTML
    September 1, 2021 India: Growth spurt in 2Q, rates eye trade-off HTML
    August 18, 2021 Indonesia: Investments and foray into Electric Vehicles HTML
    August 4, 2021 Mapping India’s Financial Conditions Index (FCI) HTML
    July 21, 2021 Digital Assets Update: Regulation, tokenised carbon credits, CBDCs HTML
    July 8, 2021 3Q Nowcasting for China, India, Indonesia, and Singapore HTML
    July 6, 2021 India: Vaccination and policy normalisation HTML
    July 6, 2021 HKD Rates: HIBORs to remain anchored HTML
    June 30, 2021 US economic recovery and fixed income implications HTML
    June 29, 2021 Indian rupee’s overvaluation and ample buffers HTML
    June 22, 2021 Indonesia’s onshore bond and FX markets – a primer HTML
    June 16, 2021 Surging flows in and out of China HTML
    June 15, 2021 Singapore: Towards mass vaccination and economic recovery HTML
    June 7, 2021 Opportunities in Chinese banks’ credit HTML
    June 2, 2021 Implications of the global semiconductor race HTML
    May 20, 2021 Four questions about India’s growth risks HTML
    May 18, 2021 USD Rates: Inflation & Taper strategies HTML
    May 17, 2021 USD Rates: 5 reasons to taper HTML
    May 6, 2021 SGD Rates: Spotting the distortions HTML
    May 4, 2021 Hong Kong: Upward revision of HK outlook HTML
    April 29, 2021 减少碳排放: 原因和途径 HTML
    April 29, 2021 Reducing carbon: why and how  HTML
    April 22, 2021 India’s Covid resurgence begins to take an economic bite HTML
    April 13, 2021 认识中国: 大湾区融合步伐加快.HTML
    April 13, 2021 Understanding China: GBA integration gathers pace.HTML
    April 06, 2021 Update on Digital Assets: NFTs, DeFi, Cryptos, CBDCs.HTML
    March 30, 2021 Taiwan: Growth shifting to higher gear.HTML
    March 10, 2021 IndoGB: Underappreciated.HTML
    March 9, 2021 China’s onshore bond and FX markets: A primer for foreign investors.HTML
    March 9, 2021 Eurozone & Japan: Payback year HTML
    March 5, 2021 Understanding India: Manufacturing push – a reset HTML
    March 2, 2021 The coming US boom HTML
    February 17, 2021 Singapore’s budget for recovery and sustainability HTML
    February 9, 2021 Stacking up Indonesia’s policy stance against other EMs  HTML
    February 8, 2021 HKD Rates: IPOs, issuances & global recovery HTML
    February 8, 2021 SGD Rates: Too fast in relative terms HTML
    February 5, 2021 US: The case for higher rates HTML
    February 1 , 2021 India: FY22 budget pushes investments over consolidation HTML
    February 1 , 2021 Hong Kong: Cautiously optimistic outlook HTML
    January 22, 2021 Understanding China: RMB internationalisation 2.0 HTML
    January 20, 2021 The case for and against inflation HTML|Video
    January 19, 2021 Singapore Budget 2021: Supporting the recovery HTML
    January 12, 2021 USD Rates: Reflation scare HTML
    January 6, 2021 China: Credit related policy to contain market risks HTML

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    Rates Dashboard


    Date Report
    October 5, 2020 SG

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    Chart Book


    Date Report
    September 5, 2022 Credit Chartbook: Elevated loan demand and rising volatility HTML
    August 30, 2022 India’s Green Transition - renewable energy thrust HTML
    August 16, 2022 Thailand chartbook: Faster ascent in 2H22 HTML
    July 4, 2022 Strong growth, rising inflation  HTML
    June 30, 2022 A fundamental check on JPY and KRW HTML
    May 18, 2022 Thailand chartbook: Recovery in a tough backdrop  HTML
    May 11, 2022 Vietnam: Domestic upturn buffers external headwinds HTML
    April 22, 2022 Monitoring the global supply chain (2Q22) HTML
    April 6, 2022 Singapore : Slower growth, higher inflation HTML
    February 22, 2022 Thailand: Bumpy recovery HTML
    February 8, 2022 China: Production intact, consumption underwhelmed HTML
    January 31, 2022 Hong Kong SAR: Impact of Zero-COVID Policy HTML
    January 19, 2022 Vietnam: Growth support from policies HTML
    January 11, 2022 Monitoring the global supply chain HTML
    October 20, 2021 ASEAN-6/China: Flourishing trade HTML
    October 5, 2021 Thailand: Long road to normalisation HTML
    September 29, 2021 Taiwan: Cyclical tailwinds vs. secular headwinds HTML
    September 21, 2021 Singapore: The bumpy path from pandemic to endemic HTML
    September 2, 2021 China: Ageing and rejuvenation HTML
    August 25, 2021 ASEAN-6: Riding out the pandemic HTML
    May 4, 2021 ASEAN-6 : Covid uptick poses a hurdle HTML
    April 27, 2021 South Korea: Higher growth, stable rates HTML
    April 20, 2021 Vietnam: Exports and FDI to the fore HTML
    March 30, 2021 Singapore: Raising growth and inflation forecasts  HTML
    March 22, 2021 China: Key Takeaway from China’s 14th Five Year Plan HTML
    February 16, 2021 China: Green bonds blossom with property in the lead HTML
    February 16, 2021 ASEAN-6: Turning a corner HTML
    February 11, 2021 Thailand: Bumpy road to normalisation  HTML

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