Market Movers

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Developed Markets / Equities

Wall Street Powers Higher

February 28, 2017
Wall Street Powers Higher

US stocks hit record highs ahead of Trump's spending and tax reform plans release

Asia / Equities

Asian Equities Lower

February 28, 2017
Asian Equities Lower

Asian markets lose ground on worries over tighter regulation, Trump’s speech

Global / Currencies

USD Climbs Higher

February 28, 2017
USD Climbs Higher

The dollar shrugs off earlier losses to end higher

Global / Insights

S&P 500 Bulls Charge Ahead

February 27, 2017
S&P 500 Bulls Charge Ahead

Fifth consecutive week of positive returns, but risks remain

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 / 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
  • Industry
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  • Economics
  • Industry
  • Equities
China / Currencies

The Rise and Rise (and Rise) of the Yuan

February 24, 2017
The Rise and Rise (and Rise) of the Yuan

The Chinese yuan will continue its 20-year march north, beneath all the huckus-ruckus of bilateral currency moves that few can explain and fewer can predict.

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 / 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 27, 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 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.

Economics Daily

  • Asia
  • Global
  • Asia
  • Global
India / Currencies

Prioritising Competitiveness

February 28, 2017
Prioritising Competitiveness

The Indian rupee was relatively unaffected by last year’s demonetisation move, and the authorities are likely to be tolerant of modest rupee depreciation moving forward.

Singapore / Inflation

Price Pressures on the Rise

February 28, 2017
Price Pressures on the Rise

Singapore’s inflation has returned to the positive, and we have revised up our inflation forecast for the year, keeping in mind additional price pressures this year.

South Korea / GDP

Seasonal Factors to Help Trade and CPI

February 28, 2017
Seasonal Factors to Help Trade and CPI

Korea’s exports are expected to have picked up to 13% in February while CPI inflation likely eased to 1.6%.

Global / Currencies

Cautious of Trump Speech

February 28, 2017
Cautious of Trump Speech

The market is cautious ahead of US President Donald Trump’s address to the US Congress on Tuesday. We outline what is needed to push the US dollar higher.

US / Rates

Playing Catch-Up

February 28, 2017
Playing Catch-Up

The US Federal Reserve has some catching up to do and the sooner it starts, the better markets will take it in the end.

Europe / Inflation

February Inflation to Test ECB Target

February 27, 2017
February Inflation to Test ECB Target

Advance estimates for February inflation are likely to hit 2%, testing the European Central Bank’s target. But that is unlikely to prompt any changes in the policy commentary or measures.

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...