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...

May 29, 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

China / Consumer Discretiona

Opportunities in uncharted territories

May 29, 2020
China

We take a closer look on China e-commerce platforms and outline what will be key to gaining market share.

China / Consumer

China E-Commerce Platforms: Who Will Make Money in Lower-Ti...

May 28, 2020
China

E-commerce’s share of China’s retail pie is set to grow, thanks to growing online penetration in lower-tier cities. We outline what will be key to gaining market share there.

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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