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Global / Economics

Kopi time with Taimur Baig podcast E30

September 29, 2020
Kopi time with Taimur Baig podcast E30

ADB's Abdul Abiad on pandemic, outlook, and wellness.

Global / Economics & Strategy

Research Library

September 29, 2020
Research Library

Economics and Macro Strategy

Global / Economics & Strategy

October Macro Insights Livestream

September 28, 2020
October Macro Insights Livestream

Funding the pandemic response, Monday, October 5, 4:00PM

Indonesia / Consumer,Healthcare

COVID-19 accelerating shifts in Indonesian consumer behavio...

September 22, 2020
COVID-19 accelerating shifts in Indonesian consumer behaviour

A survey we conducted showed the pandemic has profoundly changed consumer behaviour in Indonesia. We outline the changes and how companies need to adapt.

Global / Energy

COVID-19 and the energy transition landscape

September 17, 2020
COVID-19 and the energy transition landscape

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Hong Kong / Real Estate

COVID-19 changing HK’s property demand

September 03, 2020
COVID-19 changing HK’s property demand

The pandemic is bringing structural change to Hong Kong’s property market over the long term. We take a look at its impact across the different segments.

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
China / GDP

Possible implications of the SMIC restrictions

September 28, 2020
Possible implications of the SMIC restrictions

The US Commerce Department has reportedly imposed export restrictions on SMIC, China’s largest chip maker. We see three possible implications.

Global / Currency

Macro Insights Weekly: Funding concerns resurface

September 28, 2020
Macro Insights Weekly: Funding concerns resurface

For EM economies, tame inflation, weak dollar, and ample liquidity should make external debt servicing relatively easy this year and next.

Global / Debt, FX, GDP, Rates

Macro Insights Weekly: A world of debt

September 21, 2020
Macro Insights Weekly: A world of debt

Record low rates and safe-haven investment demand will likely keep most governments’ finances under control despite sharp pandemic-related increase in deficits and debts. But risks remain.

Global / FX

FX Daily: Ending September on a nervous note

September 30, 2020
FX Daily: Ending September on a nervous note

EUR and GBP range-bound; CNY to hold above 6.80 per USD into Golden Week holiday.

Global / FX,Rates

Macro Strategy: Underwhelming September for currencies; SOR...

September 30, 2020
Macro Strategy: Underwhelming September for currencies; SORA review

Markets look set to carry old baggage into October

Global / FX

FX Daily: A respite in risk appetite

September 29, 2020
FX Daily: A respite in risk appetite

The negative factors weighing on EUR and GBP have not gone away.

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.