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Asia / Equities

Asian Shares Mixed

February 22, 2017
Asian Shares Mixed

China extends gains; Hong Kong registers the month's biggest single-day loss

Global / Currencies

USD Gains Strength

February 22, 2017
USD Gains Strength

The dollar rises on possibility of March rate hike

Developed Markets / Equities

US Stocks Climb

February 22, 2017
US Stocks Climb

US equities power to new records

Global / Insights

US Reflationary Trade Stays in Play

February 20, 2017
US Reflationary Trade Stays in Play

Investors focus on US economic/earnings rebound

Global / Insights

Market Optimism Drives US Equities Higher

February 13, 2017
Market Optimism Drives US Equities Higher

Trump administration's "phenomenal" tax announcement power markets

Global / Insights

US Policy Uncertainties Dominate Sentiments

February 06, 2017
US Policy Uncertainties Dominate Sentiments

As initial enthusiasm over the "Trump Trade" subsides, investors look at latest policy developments

Global / FX Chartist's Diary

Quick Look at USD/CAD

November 11, 2016
Quick Look at USD/CAD

Canada's dollar is a NAFTA currency, but it has been far less volatile than the Mexican Peso

Global / Clear Call

A Nervous New World (Part 2)

November 09, 2016
A Nervous New World (Part 2)

The Republican Party could win both the House and the Senate, giving Trump the power to act Obama didn't have

Global / Clear Call

A Nervous New World (Part 1)

November 09, 2016
A Nervous New World (Part 1)

Here's what President Donald Trump means for global economies and markets

Insights and Analysis

  • Economics
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  • Economics
  • Industry
  • Equities
Indonesia / Rates

The Next Move Is A Rate Hike

February 21, 2017
The Next Move Is A Rate Hike

Recent growth and inflation data are supportive of a rate hike by Bank Indonesia; we think this may happen in the third quarter, if not sooner.

Singapore / GDP

Budget: Building the Future Economy

February 21, 2017
Budget: Building the Future Economy

Amid an improved but uneven growth outlook, Singapore’s budget for 2017 appears well-balanced. There are measures to address short-term concerns for some segments of the economy but the focus c...

China / Rates

China Proceeds Cautiously on Tightening

February 20, 2017
China Proceeds Cautiously on Tightening

We think that significantly higher funding costs could complicate the deleveraging that the Chinese government wants; the Peoples’ Bank of China is therefore likely to proceed cautiously in raising r...

China / Real Estate

Impact of Higher Mortgage Rates

February 22, 2017
Impact of Higher Mortgage Rates

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier-I to -III cities; as well as an overview of the share performance of sector players.

Global / Oil and Gas

Saudi Arabia: No Need to Extend OPEC Deal

February 20, 2017
Saudi Arabia: No Need to Extend OPEC Deal

Our weekly analysis of key developments from the oil and gas sector to aid readers in extracting value from the news flow.

China / Real Estate

Sales Recover After Lunar New Year

February 14, 2017
Sales Recover After Lunar New Year

A weekly snapshot of the Chinese property market – from sales volume to inventory levels – in the Tier 1 to 3 cities; as well as an overview of the share performance of sector players.

Global / Equities

Weekly Global ETF Commentary

February 20, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

February 13, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Global / Equities

Weekly Global ETF Commentary

February 06, 2017
Weekly Global ETF Commentary

Our weekly analysis of exchange-traded funds and flows around the globe to aid investors in making informed decisions. Follow us as we follow the money.

Economics Daily

  • Asia
  • Global
  • Asia
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India / Rates

Swift Climb in Yields

February 22, 2017
Swift Climb in Yields

India government yields have not only bottomed, they have swiftly climbed to breach our end-2017 forecasts.

Indonesia / GDP

Growth of External Debt Has Slowed

February 22, 2017
Growth of External Debt Has Slowed

Total external debt fell to US$317 billion as of December 2016, from a record-high US$325 billion in September 2016.

Malaysia / Inflation

Inflation on the Rise

February 22, 2017
Inflation on the Rise

Malaysia’s headline inflation is expected to remain above the 2% mark for the rest of this year, and will reduce the likelihood of monetary easing by Bank Negara Malaysia.

US / Currencies

US Dollar Holding Firm

February 22, 2017
US Dollar Holding Firm

The greenback is holding firm ahead of the release of the Federal Open Market Committee minutes, with US dollar bulls looking for another boost from the event.

Global / Currencies

Staying Put

February 21, 2017
Staying Put

Currencies are not doing much ahead of Wednesday’s Federal Open Market Committee minutes. In order for the US dollar to appreciate again, it needs buy-in from the interest rate markets.

US / GDP

Housing Punching Well Above its Weight

February 21, 2017
Housing Punching Well Above its Weight

At some point, higher interest rates and slower population growth must bring US housing growth back down in line with 1.9% GDP growth. But that’s another story for another day.

Featured Publications

Global / Telecommunications

The Push for 5G: Shaking Up the Landscape

January 27, 2017
The Push for 5G: Shaking Up the Landscape

Rapidly growing data consumption is driving the push for 5G. The high costs associated with building the network could bring about a paradigm shift in telcos’ business models and financial returns.

China / Consumer Services

China Online Groceries: The Fast Lane

January 19, 2017
China Online Groceries: The Fast Lane

E-grocery has lagged the robust online sales growth seen by the non-food segments in recent years. But this is set to change as we see China’s e-grocery sales doubling in two years.

China / Consumer Services

Eldercare in China: A Sunrise Industry

December 16, 2016
Eldercare in China: A Sunrise Industry

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...