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...

July 19, 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


Malaysia / Infrastructure

KL-SG High Speed Rail: Riding the HSR Revival

July 19, 2019

Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

China / Technology

China Technology Sector: Repercussions of US-China Tech War

July 09, 2019

Loss in value along Huawei’s value chain expected to trigger capacity under-utilisation of relevant sub-segments and components.

Equity Strategies

Global / Equities

Global ETF Strategy: Geopolitics and Gold, Oil ETFs...

June 21, 2019

Rising political tension, lower bond yields and USD on the verge of reversing should make the rest of 2019 very interesting for the gold market.

Key summary points
  • Rising Middle East tensions to take oil and gold prices higher
  • Implications of currency war and monetary easing interesting for gold market in 2H19
  • Supply risks in oil are being underestimated in our view
  • Consider direct exposure to gold and oil ETFs, as well as gold miners and silver ETFs

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