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Global / Economics

Kopi time with Taimur Baig podcast E51

April 13, 2021
Kopi time with Taimur Baig podcast E51

Vasuki Shastry on “Has Asia Lost It?”

China / Economics & Strategy

Understanding China: GBA integration gathers pace

April 13, 2021
Understanding China: GBA integration gathers pace

The GBA will take a more visible role in 2021-25 leveraging on the comparative advantage of each city to deepen connection holistically with rest of the world.

Global / Economics & Strategy

Research Library

April 13, 2021
Research Library

Economics and Macro Strategy

Singapore / Financial Wellness

No storm lasts forever: Preparing for the next crisis

March 24, 2021
No storm lasts forever: Preparing for the next crisis

The COVID-19 pandemic impacted many financially but as the economy recovers, have fates changed?

Singapore / Financials

No storm lasts forever: Impact of COVID-19 on financial wel...

March 02, 2021
No storm lasts forever: Impact of COVID-19 on financial wellness

Although Singapore’s economy is now at a turning point, our analysis shows there are still segments of society where assistance is crucial to help tide them through this crisis.

Singapore / Real Estate

The rise of modern logistics in emerging Asean

December 09, 2020
The rise of modern logistics in emerging Asean

As consumption increases and e-commerce grows in Asean, the demand for modern supply chain and logistics space is growing exponentially. Which nations are poised to ride this wave?

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / GDP

Macro Insights Weekly: Varieties of inflation trend

April 12, 2021
Macro Insights Weekly: Varieties of inflation trend

Amid reviving demand and some cases of supply disruption, inflation rates have begun to climb in many countries.

India / GDP

India & Indonesia: Monetary policy – steady hand on the whe...

April 07, 2021
India & Indonesia: Monetary policy – steady hand on the wheel

India and Indonesia central banks are likely to maintain rates unchanged this year, but not shed their accommodative bias.

Asia / GDP

Macro Insights Weekly: A peek into 2Q

April 05, 2021
Macro Insights Weekly: A peek into 2Q

Thanks to favourable base effects, the first half of this year will present headline-pleasing real GDP growth numbers in Asia. But such figures will hide highly heterogenous economic outcomes.

Global / FX

FX Daily: Bracing for a higher US inflation (Philip Wee)

April 13, 2021
FX Daily: Bracing for a higher US inflation (Philip Wee)

US CPI could lift USD across currencies.

Global / Rates

SGD Rates: Various shades of optimism (Eugene Leow)

April 13, 2021
SGD Rates: Various shades of optimism (Eugene Leow)

Still interest in receiving 3Y SGD SORA OIS vs pay 3Y SOFR OIS.

Global / Rates,FX

Macro Strategy: Declines in Singapore rates; US inflation a...

April 13, 2021
Macro Strategy: Declines in Singapore rates; US inflation and USD outlook

Correction in SGD rates and USD may be done.

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.