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...

August 07, 2020

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 / Energy

Impact of climate change risk on Asia’s energy sector

July 31, 2020
Asia

As investors pay more attention to the ESG framework, we assess how the region’s traditional energy players are managing this transition to green energy.

Asia / Energy

How COVID-19 is providing a chance for change

July 20, 2020
Asia

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.

Equity Strategies

Singapore / Equities

Thai Monthly Strategy: Multiple headwinds...

March 04, 2020

Rising political risks, slowing economy and Covid-19 led uncertainties caused SET to tumble 15% year to date, severely underperforming regional peers.

Key summary points
  • Covid-19 outbreak will hit global economy hard; Thai 2020/21 GDP growth cut to 2.0%
  • Corporate earnings cut to -10.6%, +7.9% and +4.7% in 2019-2021, respectively
  • SET Index target revised down to 1450, in line with the historical average
  • Prefer defensive counters in Healthcare, Telecom, Finance, REITs and Food sectors

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