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Global / Economics & Strategy

Research Library

January 21, 2021
Research Library

Economics and Macro Strategy

Global / Economics & Strategy

The case for and against inflation

January 20, 2021
The case for and against inflation

The new year has begun with renewed focus on the reflation trade, with yield curves steepening and inflation expectations rising. We examine the case (watch video here)

Global / Economics

The case for and against inflation (video)

January 20, 2021
The case for and against inflation (video)

The new year has begun with renewed focus on the reflation trade,with yield curves steepening and inflation expectations rising.

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?

Asia / Industrials

Modern Logistics: Focus on Technology and Agility

November 30, 2020
Modern Logistics: Focus on Technology and Agility

The market for modern logistics in Asia is growing with the proliferation of e-commerce and shifts in supply chain strategies due to trade tensions and COVID-19.

Thailand / Consumer,Healthcare

Challenges facing Thailand’s tourism sector

November 12, 2020
Challenges facing Thailand’s tourism sector

Thailand is among the top 10 most visited destinations in the world. But all that changed with the COVID-19 outbreak. How can it sustain its pole position in the post-pandemic era?

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
South Korea / GDP

South Korea & Taiwan: Semiconductor sector continues to shi...

January 21, 2021
South Korea & Taiwan: Semiconductor sector continues to shine

Semiconductor demand surged further in Dec20 and the momentum would carry forward into the beginning of 2021.

India / Fiscal, Budget

India budget: To align with pandemic-led shifts

January 18, 2021
India budget: To align with pandemic-led shifts

Fiscal consolidation in FY22 will be backed by strong nominal growth and higher revenue assumptions.

China / GDP

China: Strengthening recovery momentum

January 18, 2021
China: Strengthening recovery momentum

China’s economic recovery momentum strengthened further in the fourth quarter.

Singapore / Interest Rates

SGD Rates: Opportunity Arises

January 21, 2021
SGD Rates: Opportunity Arises

Longer-term SGS sold off ahead of auction. We think that the 15Y offers the most relative value.

Global / FX, Rates

Macro Strategy: Markets cheer Biden; Indonesia monetary pol...

January 21, 2021
Macro Strategy: Markets cheer Biden; Indonesia monetary policy

Monetary policies on hold

Global / FX

FX Daily: Watching for currency comments at BOJ and ECB mee...

January 21, 2021
FX Daily: Watching for currency comments at BOJ and ECB meetings

Watching for currency comments at BOJ and ECB meetings

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.