Insights and Analysis

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  • Economics
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China / FX

China/HK: GBA Wealth Connect is coming

July 09, 2020
China/HK: GBA Wealth Connect is coming

The PBoC and its Hong Kong and Macau counterparts have recently announced plans to establish a cross-boundary Wealth Management Connect pilot scheme in the Greater Bay Area.

Global / Economics

Kopi time with Taimur Baig podcast E20

July 08, 2020
Kopi time with Taimur Baig podcast E20

ECB’s Paul Hiebert on the intersection of financial stability and climate risk.

Taiwan / GDP

Understanding Taiwan: Post-pandemic tech opportunities and ...

July 07, 2020
Understanding Taiwan: Post-pandemic tech opportunities and some complications

Taiwan is well positioned to benefit from the post-pandemic tech opportunities. But tech protectionism and nationalism also imply challenges.

Asia / Energy

Oil price optimism is back

June 03, 2020
Oil price optimism is back

We have raised our 2020 oil price forecast as we see demand trends improving with the gradual re-opening of economies worldwide in May.

China / Consumer Discretiona

Opportunities in uncharted territories

May 29, 2020
Opportunities in uncharted territories

We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.

China / Consumer

China E-Commerce Platforms: Who Will Make Money in Lower-Ti...

May 28, 2020
China E-Commerce Platforms: Who Will Make Money in Lower-Tier Cities?

E-commerce’s share of China’s retail pie is set to grow, thanks to growing online penetration in lower-tier cities. We outline what will be key to gaining market share there.

Singapore / Equities

Thai Monthly Strategy: Multiple headwinds

March 04, 2020
Thai Monthly Strategy: Multiple headwinds

Rising political risks, slowing economy and Covid-19 led uncertainties caused SET to tumble 15% year to date, severely underperforming regional peers.

Hong Kong / Equities

Hong Kong Market Strategy: Approaching the turning point

February 19, 2020
Hong Kong Market Strategy: Approaching the turning point

Oversold sectors expected to outperform as the global economy moves to recovery stage as new confirmed Covid-19 cases drop steadily.

Thailand / Equities

Thai Strategy Update: Turning into safe mode

January 23, 2020
Thai Strategy Update: Turning into safe mode

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Growth

Macro Insights Weekly: A sustainable rebound?

July 06, 2020
Macro Insights Weekly: A sustainable rebound?

Global economic dataflow is improving. As lockdowns ease, consumer confidence is rising, temporary layoffs are ending, and personal consumption is picking up, causing manufacturing to climb.

India / Current Account

India rates: Counting on domestic buyers

June 29, 2020
India rates: Counting on domestic buyers

Despite a sizable budget deficit for FY21, yields are likely to be capped.

Global / GDP

Macro Insights Weekly - Managing Covid-19; what’s next?

June 29, 2020
Macro Insights Weekly - Managing Covid-19; what’s next?

Covid-19 is not going away, but large fiscal and monetary support measures have already been in place for several months. Now what?

Indonesia / Interest Rate

IDR Rates: Time to catch up

July 09, 2020
IDR Rates: Time to catch up

Indonesia government bonds have room to catch up in the coming months.

Global / FX,Credit

Macro Strategy: Pressure on US commercial property market; ...

July 09, 2020
Macro Strategy: Pressure on US commercial property market; USD and China/US tensions

US CMBS delinquencies jump. Something has changed for FX.

Global / FX,Credit

FX Daily: USD and China/US tensions

July 09, 2020
FX Daily: USD and China/US tensions

Chinese markets matter too, not just the US

Market Movers

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      Featured Publications

      Singapore / Consumer

      Singapore Downstream F&B: Mass-market F&B set to sizzle

      October 22, 2019
      Singapore Downstream F&B: Mass-market F&B set to sizzle

      Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.

      China / Real Estate

      China Property Management: Catch the rising stars

      October 09, 2019
      China Property Management: Catch the rising stars

      Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.

      Vietnam / Equities

      Understanding Vietnam: A Rising Star

      September 19, 2019
      Understanding Vietnam: A Rising Star

      Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.