Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.

Economics

Global / Economics & Strategy

Research Library...

April 18, 2019

Economics and Macro Strategy

Key Summary Points
  • Access our research products here

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Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019

Industry

Hong Kong / Real Estate

HK Property Monthly Chart Book: Hotels on growth mode

April 15, 2019
Hong Kong

Hotel occupancy in Hong Kong continues to rise despite growth in room supplies as visitation numbers from Mainland Chinese tourist show no signs of abating.

Singapore / Real Estate

Singapore Property: More measured approach

March 29, 2019
Singapore

Recent bids by developers for Sims Drive and Middle Road sites suggest expectations for moderate price appreciation with buffers of more than 10% to recent transacted prices.

Equity Strategies

Indonesia / Equities

Market Strategy: Re-rating on Jokowi’s win...

April 18, 2019

Jokowi expected to emerge victorious based on preliminary quick vote counts, and is set to serve as Indonesia’s President for a second term.

Key summary points
  • Quick count points to Jokowi winning the presidential election
  • Expect positive sentiment in JCI with outcome in line with expectations
  • Maintain overweight with JCI target of 6,900
  • Likely beneficiaries: infra, banks, consumers, industrial estates and state-owned companies

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