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.


Global / Economics & Strategy

Research Library...

March 21, 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


Hong Kong / Real Estate

HK Property Monthly Chart Book: Mainlander flood Tsim Sha T...

March 14, 2019
Hong Kong

Establishment of Express Rail Link revitalised shoppers traffic into Tsim Sha Tsui from Shenzhen and Guangzhou at the expense of foot traffic to Causeway Bay.

Thailand / Financials

Thailand Banks: Key takeaways from analyst meeting: TMB and...

February 28, 2019

Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.

Equity Strategies

China / Equities

Strategist Weekly: All-round boost...

March 06, 2019

Chinese government announces GDP growth target at 6-6.5% with accompanying stimulus measures as the country recorded the slowest pace in GDP growth last year since 1990.

Key summary points
  • Chinese government announces macro policies to support country’s economic growth
  • Multiple sectors including healthcare, TMT and Finance given clear supportive direction
  • China and Hong Kong markets boosted from reports and improving market sentiments

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