Insights and Analysis

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  • Economics
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Japan / Fiscal, Rates

G3 rates outlook for 2020: Part 3 (Japan)

January 23, 2020
G3 rates outlook for 2020: Part 3 (Japan)

Japan has already embarked on modest fiscal easing. There is room to do more over the next couple of years.

Global / Economics & Strategy

Research Library

January 22, 2020
Research Library

Economics and Macro Strategy

Europe / Fiscal, Rate

G3 rates outlook for 2020: Part 2 (Eurozone)

January 22, 2020
G3 rates outlook for 2020: Part 2 (Eurozone)

With monetary policy exhausted, a modest fiscal tilt becomes inevitable.

China / Consumer

China Home Appliance Sector: A smart leap

January 20, 2020
China Home Appliance Sector: A smart leap

What would it take to bring a domestic smart home appliance manufacturer to the global stage? Our analysts studied the evolving preferences of Chinese consumers and have some answers.

Asia / Oil and Gas

Regional Oil: Geopolitical risks back to the fore

January 07, 2020
Regional Oil: Geopolitical risks back to the fore

Escalating geopolitical risks in the Middle East could lead to further spikes in oil prices as Iran retaliation uncertainty looms ahead.

China / Consumer

China Catering Sector: Blue Skies

December 06, 2019
China Catering Sector: Blue Skies

Our analysts took a deep dive exploring how China’s restaurant and catering business environment has evolved over the years as the country’s economy leapfrogged forward.

Thailand / Equities

Thai Strategy Update: Turning into safe mode

January 23, 2020
Thai Strategy Update: Turning into safe mode

Domestic political scuffle, severe pollution and threat of coronavirus outbreak plague Thai equity markets outlook.

Singapore / Strategy

Singapore Equities 2020 : Road to Recovery

December 12, 2019
Singapore Equities 2020 : Road to Recovery

US-China trade ties continue to anchor market sentiments.

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.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Global / Growth

Chart of the Week: The march of US renewable energy

January 21, 2020
Chart of the Week: The march of US renewable energy

While a large part of US energy is still coming from petroleum, the role of highly polluting coal has diminished over the years.

China / Growth

China: A mild recovery in sight

January 20, 2020
China: A mild recovery in sight

Real GDP growth stabilized at 6.0% in 4Q19 and brought full-year growth to 6.1% in 2019.

Global / Politics, Rates

Weekly: A zero-sum trade deal

January 17, 2020
Weekly: A zero-sum trade deal

Phase 1 trade deal allows US President Trump to assert gains from a zero-sum approach to negotiations.

Global / FX, Rates

Risk aversion around coronavirus; Bank Negara surprise cut

January 23, 2020
Risk aversion around coronavirus; Bank Negara surprise cut

PBOC's policy stance will likely stay supportive to fulfil policy and growth targets. BNM cut could be seen as an insurance cut.

Global / Credit, Rates

The SARS playbook; HK's credit rating downgrade

January 22, 2020
The SARS playbook; HK's credit rating downgrade

We look at how the markets react through the SARS episode. We expect limited impact from HK’s credit rating downgrade.

Global / FX, Rates

Short-term SGD rates and liquidity signals; Floor for INR r...

January 21, 2020
Short-term SGD rates and liquidity signals; Floor for INR rates

Short-term SGD interest rates are sending conflicting signals on SGD liquidity. In a data-light week, market operations will dictate INR bond yield movements.

Market Movers

  • Daily Digest
  • Daily Digest
Asia / Equities

Most Asia benchmarks rise

May 09, 2018
Most Asia benchmarks rise

Investors mull US-China trade talks; Australia releases its budget report

Global / Currencies

The greenback strengthens a third day

May 09, 2018
The greenback strengthens a third day

The rupiah sinks to its weakest since 2015, on economic growth concerns

Developed Markets / Equities

US equities end mixed

May 09, 2018
US equities end mixed

Stocks struggle for direction after Trump scraps Iran nuclear deal

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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.