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...

June 20, 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

Asia / Financials

China Banking Sector: Who needs capital?

June 13, 2019
Asia

Our analysts ran stress tests on Chinese banks under there different scenarios and evaluated potential capital shortfall on implementing CCyB and TLAC.

China / Real Estate

HK Property Monthly Chart Book: Flexible space gaining grou...

June 13, 2019
China

Co-working space operators continue to push up demand for office space with WeWork, theDesk, CEO Suite and Victory Offices all snapping up square footage in prime areas.

Equity Strategies

Asia / Equities

Asia Equity Strategy: Asia markets supported by Fed’s insu...

June 14, 2019

While the notion that Fed rate cuts tend to support the equity market is true, we believe the types of rate cuts need to be differentiated as equity markets respond differently.

Key summary points
  • Fed insurance cuts had supported equity markets in the past
  • Current environment draws many parallels to Fed’s insurance cut in 1995
  • HK, Singapore and Indonesia outperformers; reiterate overweight

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  • Economics
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  • Economics
  • Industry
  • Equities