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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.
HK Property Monthly Char...
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.
Read MoreThailand Banks: Key take...
Five party merger of Thai banks set to benefit all involved including unlocking TCAP’s value to realise higher profits from transferred businesses.
Read MoreChina Property Weekly Di...
Office plays and developers with sizeable exposure to the Greater Bay Area (GBA) set to benefit from strong potential of the economic region.
Read More
Economics
Key Summary Points
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Macro Insights
India’s Economies and Markets Around Elections
March 05, 2019
Industry
HK Property Monthly Chart Book: Mainlander flood Tsim Sha T...
March 14, 2019
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 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
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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Discover All
- Economics
- Industry
- Equities
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Thailand: THB seasonality to flip
March 18, 2019
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Weekly: No to no-deal Brexit
March 15, 2019
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Malaysia: Bank Negara turned marginally dovish
March 14, 2019
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Understanding China: China-US: From trade war to tech war
March 14, 2019
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India: Policy transmission, through banks and markets, will...
March 13, 2019
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Understanding China: Self-Sufficiency 2.0
March 13, 2019
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Weekly: Real Interest Rates in Asia: Room to Ease
March 08, 2019
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European Central Bank turns a dovish hue
March 08, 2019
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Hong Kong – Core of the Greater Bay Area
March 07, 2019
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