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Global / Economics & Strategy

The case for and against inflation

January 20, 2021
The case for and against inflation

The new year has begun with renewed focus on the reflation trade, with yield curves steepening and inflation expectations rising. We examine the case (watch video here)

Global / Economics

Kopi time with Taimur Baig podcast E41

January 20, 2021
Kopi time with Taimur Baig podcast E41

EY's Varun Mittal on FinTech.

Global / Economics

The case for and against inflation (video)

January 20, 2021
The case for and against inflation (video)

The new year has begun with renewed focus on the reflation trade,with yield curves steepening and inflation expectations rising.

Singapore / Real Estate

The rise of modern logistics in emerging Asean

December 09, 2020
The rise of modern logistics in emerging Asean

As consumption increases and e-commerce grows in Asean, the demand for modern supply chain and logistics space is growing exponentially. Which nations are poised to ride this wave?

Asia / Industrials

Modern Logistics: Focus on Technology and Agility

November 30, 2020
Modern Logistics: Focus on Technology and Agility

The market for modern logistics in Asia is growing with the proliferation of e-commerce and shifts in supply chain strategies due to trade tensions and COVID-19.

Thailand / Consumer,Healthcare

Challenges facing Thailand’s tourism sector

November 12, 2020
Challenges facing Thailand’s tourism sector

Thailand is among the top 10 most visited destinations in the world. But all that changed with the COVID-19 outbreak. How can it sustain its pole position in the post-pandemic era?

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
India / Fiscal, Budget

India budget: To align with pandemic-led shifts

January 18, 2021
India budget: To align with pandemic-led shifts

Fiscal consolidation in FY22 will be backed by strong nominal growth and higher revenue assumptions.

China / GDP

China: Strengthening recovery momentum

January 18, 2021
China: Strengthening recovery momentum

China’s economic recovery momentum strengthened further in the fourth quarter.

Global / GDP

Macro Insights Weekly: Shape of 4Q20 and 1Q21

January 11, 2021
Macro Insights Weekly: Shape of 4Q20 and 1Q21

Markets are keen to leave the tumult of Brexit and US elections behind, and embrace the upside of vaccine rollout and fiscal stimulus in the US and EU.

Global / FX, Rates

Macro Strategy: Yellen says “act big”; Taking stock of Asia...

January 20, 2021
Macro Strategy: Yellen says “act big”; Taking stock of Asian rates

Reflation hopes amidst more caution on bonds and currencies

Global / FX

FX Daily: Yellen’s “act big” message

January 20, 2021
FX Daily: Yellen’s “act big” message

Biden to maintain tough approach on China with new tactics.

Global / FX

FX Daily: Yellen to reject Trump’s weak USD policy

January 19, 2021
FX Daily: Yellen to reject Trump’s weak USD policy

Restoring America’s global leadership would include the USD.

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.