Insights and Analysis

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  • Economics
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Global / Economics

Kopi time with Taimur Baig podcast E60

August 05, 2021
Kopi time with Taimur Baig podcast E60

Sopnendu Mohanty on Singapore's burgeoning FinTech scene.

Global / Economics & Strategy

Research Library

August 05, 2021
Research Library

Economics and Macro Strategy

India / Rates

Mapping India’s Financial Conditions Index (FCI)

August 03, 2021
Mapping India’s Financial Conditions Index (FCI)

We construct an aggregate Financial Conditions Index (FCI) to arrive at an unified signal for the underlying financial conditions in the economy.

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
Hong Kong / GDP

Hong Kong: Speedy recovery

August 02, 2021
Hong Kong: Speedy recovery

Hong Kong’s real GDP held up at 7.5% YoY in 2Q21 from 8.0% in the previous quarter.

India / Rates

India: RBI unlikely to rock the (policy) boat

July 30, 2021
India: RBI unlikely to rock the (policy) boat

RBI MPC is likely to draw confidence from the turnaround in recent data but express caution over a potential third Covid wave.

China / GDP

DBS Flash: The “Beijing Consensus” on investment

July 28, 2021
DBS Flash: The “Beijing Consensus” on investment

Beijing has been gradually steering away from the Washington consensus (free market emphasising on efficiency) in developing the country for the long haul.

Global / FX

FX Daily: No beauty contest in taper race (Philip Wee)

August 05, 2021
FX Daily: No beauty contest in taper race (Philip Wee)

GBP to test 1.3830 support if BOE disappoints.

Global / Credit,Rates,FX

THB Rates: BOT's dovish hold

August 05, 2021
THB Rates: BOT's dovish hold

BOT falls behind in global normalization cycle

Vietnam / FX

Vietnam: Implications of the currency truce with the US

August 04, 2021
Vietnam: Implications of the currency truce with the US

Vietnam’s currency agreement with the US would see Vietnam increase FX flexibility while the tariff threat withdrawal reduces business uncertainty.

Market Movers

  • Strategy
  • Strategy

There were no matching records found for category Markets and subcategory Daily Digest

There were no matching records found for category Markets and subcategory Daily Digest

There were no matching records found for category Markets and subcategory Daily Digest

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

There were no matching records found for category Markets and subcategory Weekly Insights

Global / FX

FX Daily: More Fed speakers debate taper (Philip Wee)

August 04, 2021
FX Daily: More Fed speakers debate taper  (Philip Wee)

FX holding ground ahead of US jobs data

Global / Rates

Rates: First SINGA bond issuance set for 1 October (Eugene ...

August 04, 2021
Rates: First SINGA bond issuance set for 1 October (Eugene Leow)

First SINGA bond issuance announced.

Global / Rates

Rates: Growth worries, UST supply-demand mismatch (Eugene L...

August 03, 2021
Rates: Growth worries, UST supply-demand mismatch (Eugene Leow)

US yields to take longer to return to fair value.

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.