Economics & Macro Strategy Flash
Date | Report |
November 2, 2021 | DBS Macro Insights Livestream November: Slowing growth and firming inflation HTML |
October 27, 2021 | Kopi Time E064: Blackrock’s Neeraj Seth on US, China, and EM rates strategy HTML |
October 13, 2021 | DBS Group Research Webinar: Rates: Stagflation or Normalisation HTML |
October 11, 2021 | DBS Group Research Webinar: China's "Common Prosperity" Agenda HTML |
October 6, 2021 | Kopi Time E063: Ilan Goldfajn on global outlook, inflation, EM risks HTML |
October 5, 2021 | DBS Macro Insights Livestream October: China credit risk and US taper scenario HTML |
September 15, 2021 | Kopi Time E062: ECB’s Paul Hiebert on the risk map of Europe's financial system HTML |
September 8, 2021 | DBS Macro Insights Livestream: Taper without a tantrum? HTML |
September 6, 2021 | DBS Group Research Webinar: NDF currency markets in Asia HTML |
September 1, 2021 | Kopi Time E061: Dr. Ma Jun on China’s climate change agenda HTML |
August 5, 2021 | Kopi Time E060: Sopnendu Mohanty on Singapore’s burgeoning FinTech scene HTML |
July 23, 2021 | Kopi Time E059: Anne Krueger on trade, inflation, wages, and industrial policy HTML |
July 19, 2021 | Intro to DEER (video); from FX valuation to trading HTML |
July 14, 2021 | DBS Macro Insights : Monetary policy in Asia; who will hike rates and who won't? HTML |
July 14, 2021 | DBS Macro Insights Webinar: India’s manufacturing and tech outlook HTML |
July 7, 2021 | Kopi Time E058: Komal Sri-Kumar on Fed policy, inflation, and asset markets HTML |
July 6, 2021 | DBS Macro Insights Livestream July: Regional Implications Of Fed’s Shifting Tone HTML |
June 24, 2021 | Kopi Time E057: BIS research head Hyun Song Shin on CBDCs HTML |
June 9, 2021 | Kopi Time E056: Mary Ellen Iskenderian on digital finance for women HTML |
June 8, 2021 | Macro Insights Livestream The race to mass vaccination HTML |
June 2, 2021 | Credit Market Outlook webinar: Risks and Opportunities HTML |
June 2, 2021 | DBS Webinar: Inflation outlook and implication for assets HTML |
May 25, 2021 | Kopi Time E055: Maya MacGuineas on US deficit and debt HTML |
May 20, 2021 | DBS Webinar: Navigating the Evolving World of Digital Currencies HTML |
May 17, 2021 | Kopi Time E054: Singapore’s renewed pandemic stringency HTML |
May 12, 2021 | Kopi Time E053: Juliana Chan on scientific communication and entrepreneurship in Asia HTML |
May 5, 2021 | Macro Insights Livestream: Covid cross-currents HTML |
April 27, 2021 | Kopi Time E052: Kishore Mahbubani on dealing with China’s rise HTML |
April 13, 2021 | Kopi Time E051: Vasuki Shastry on “Has Asia Lost It?” HTML |
March 31, 2021 | DBS Macro Insights Livestream: The race to vaccination HTML |
March 30, 2021 | DBS Macro Insights: Green bonds blossom with property in the lead HTML |
March 24, 2021 | Kopi Time E050: DBS CEO Piyush Gupta on accelerated disruptions HTML |
March 19, 2021 | Kopi Time E049: Prof David Victor on decarbonisation HTML |
March 10, 2021 | Kopi Time E048: Chandran Nair on the reset necessitated by the pandemic HTML |
March 9, 2021 | DBS Macro Insights Livestream: Reflation tantrum HTML |
March 3, 2021 | Kopi Time E047: Dan Wang on the global semiconductor race HTML |
February 24, 2021 | DBS Macro Insights: How do we expect the Fed to act? HTML |
February 24, 2021 | DBS Macro Insights: When Pandemic Fears Fade HTML |
February 17, 2021 | Kopi Time E045: Ajaita Shah on supporting rural female entrepreneurs in India HTML |
February 16, 2021 | DBS Macro Insights: Has the weak USD run its course? HTML |
February 10, 2021 | Macro Insights February 2021: Mutations and valuations HTML |
February 8, 2021 | Kopi Time E044: Mark Sobel on the US economy and Biden’s agenda HTML |
February 2, 2021 | Kopi Time E043: Alok Oberoi on the SPACs phenomenon HTML |
January 27, 2021 | Kopi Time E042: BRAC’s Shameran Abed on microfinance to tackle Covid’s myriad challenges HTML |
January 20, 2021 | The case for and against inflation HTML |
January 20, 2021 | Kopi Time E041: EY’s Varun Mittal on FinTech HTML |
January 13, 2021 | Macro Insights Livestream: Shape of Q420 and Q121 HTML |
January 12, 2021 | Kopi Time E040: Dr. Deborah Elms on RCEP, CPTPP, CAI HTML |
December 14, 2020 | Kopi Time E039: Dr. Jenny Low on vaccines HTML |
December 9, 2020 | Kopi Time E038: Stephen Schwartz, Fitch Ratings HTML |
December 3, 2020 | December Macro Insights Livestream: A Bifurcated World HTML |
December 3, 2020 | Kopi Time E037: Mckinsey’s Ziad Haider on US presidential transition HTML |
November 17 2020 | Kopi Time E036: Dr. Eswar Prasad on USD, RMB, and CBDCs HTML |
November 7 2020 | Kopi Time E035: Dr. Marsha Vande Berg on US elections HTML |
November 5 2020 | November Macro Insights Livestream: US elections and implications for Asia HTML |
October 30, 2020 | Kopi Time E034: Arvind Subramanian on the US, China, India, development HTML |
October 28, 2020 | Asia Economist Webinar: Radhika Rao on investing in India's bonds and FX HTML |
October 19, 2020 | Kopi Time E033: Prof Andreas Rasche on sustainable investing and corporate responsibility HTML |
October 15, 2020 | Kopi Time E032: Ben Bland on Indonesia and President Jokowi HTML |
October 13, 2020 | The Asia Economist: Chang Wei Liang on mapping the credit landscape in Asia HTML |
October 7, 2020 | Kopi Time E031: James Crabtree on US elections and the impact on Asia HTML |
October 5, 2020 | October Macro Insights Livestream: October Surprise HTML |
October 1, 2020 | Asia Economist Webinar: Irvin Seah on the financial wellness of Singaporeans HTML |
September 29, 2020 | Kopi Time E30: ADB’s Abdul Abiad on pandemic, outlook, and wellness HTML |
September 24, 2020 | The Asia Economist: Nathan Chow and Ma Tieying on China’s bond and currency markets HTML |
September 21, 2020 | Kopi Time E029: Sir Ivan Rogers on Brexit HTML |
September 18, 2020 | The Asia Economist: Chang Wei Liang and Samuel Tse on the present and future of digital currencies HTML |
September 14, 2020 | Kopi Time E28: Grayscale’s Michael Sonnenshein on private digital currencies HTML |
September 8, 2020 | Kopi Time E027: Hans Vriens on the current state of politics in Southeast Asia HTML |
August 25, 2020 | September Macro Insights Livestream: Weak dollar and a reflation narrative HTML |
August 28, 2020 | Kopi Time E026: Accenture’s Sonia Gupta on changing consumer trendsKopi Time HTML |
August 18, 2020 | Kopi Time E025: World Gold Council’s Shaokai Fan on gold supply, demand, and market structure HTML |
August 11, 2020 | Kopi Time E24: GIC’s Prakash Kannan on global macro and asset price outlook HTML |
August 6, 2020 | Macro Insights Livestream: A fading V HTML |
August 4, 2020 | Kopi Time 023: Dr. Lynn Kuok, Senior Fellow, IISS, on China-US rivalry HTML |
August 3, 2020 | Asia Economist Webinar: Chris Leung on China’s Economic outlook HTML |
July 22, 2020 | Kopi Time E22: Khor Hoe Ee on AMRO’s views and role in the region HTML |
July 20, 2020 | The Asia Economist: Ma Tieying on Taiwan’s tech opportunities HTML |
July 14, 2020 | Kopi time E21: IFC’s Vivek Pathak on investing in East Asia HTML |
July 13, 2020 | The Asia Economist: Radhika Rao on India-China relations HTML |
July 8, 2020 | Kopi time E20: ECB’s Paul Hiebert on the intersection of financial stability and climate risk HTML |
July 7, 2020 | Macro Insights Livestream July: What’s next in the Covid-19 saga? HTML |
July 3, 2020 | The Asia Economist—Singapore: Navigating An Uneven Recovery HTML |
July 2, 2020 | Kopi time E19: Professor Sir Charles Bean on the economics of coronavirus HTML |
June 25, 2020 | The Asia Economist Webinar: Duncan Tan on Asian local currency bond markets HTML |
June 23, 2020 | Kopi time E18: Atul Kapur on demystifying private equity and investing in India HTML |
June 18, 2020 | The Asia Economist Webinar - Chang Wei Liang on EM credit outlook HTML |
June 16, 2020 | Kopi time E17: Frank Engels on Eurozone’s challenges and prospects HTML |
June 11, 2020 | The Asia Economist: Rates strategist Eugene Leow on government bond market trends in DM and EM HTML |
June 10, 2020 | Kopi time E16: Munib Madni on putting sustainability at the core of investment decisions HTML |
June 4, 2020 | The Asia Economist: FX strategist Philip Wee on USD, EUR, CNY, SGD, IDR, and INR HTML |
June 2, 2020 | Kopi time E15: Dr. Alexis Crow on the US, Covid-19, economic outlook, policy response, long-term HTML |
June 2, 2020 | DBS Macro Insights Livestream: Lives vs Livelihood HTML |
May 28, 2020 | The Asia Economist: Samuel Tse on Hong Kong’s outlook amid social unrest and the ongoing pandemic HTML |
May 25, 2020 | Kopi time E14: Dr. Sri-Kumar on likely stagflation, long gold, short USD and selectively positive EM HTML |
May 18, 2020 | Kopi time E13: Prof Wang Linfa on Covid-19, origins, spread, test, treatment, vaccine developmentKopi time HTML |
May 13, 2020 | Kopi time E12: Former Deputy Assistant Secretary at US Treasury Robert Dohner on Fed, IMF, Asia HTML |
May 13, 2020 | The Asia Economist webinar: Nathan Chow on China’s e-RMB initiative HTML |
May 6, 2020 | Kopi time with Taimur Baig podcast E11: Manu Bhaskaran on ASEAN, China, and the future of trade HTML |
May 6, 2020 | The Asia Economist webinar: Ma Tieying on South Korea and Taiwan’s pandemic response and economic outlook HTML |
April 30, 2020 | Kopi time with Taimur Baig podcast E10: Vandana Hari on plunging oil prices and industry implications HTML |
April 29, 2020 | The Asia Economist webinar: Chris Leung on China HTML |
April 27, 2020 | (Livestream) Transformed by Covid-19 HTML |
April 23, 2020 | The Asia Economist webinar: Radhika Rao on India’s economy and markets HTML |
April 23, 2020 | Kopi time with Taimur Baig podcast E09: Prof Alexander Capri on the global supply chain HTML |
April 17, 2020 | Kopi time with Taimur Baig podcast, E08: Former IMF chief economist and RBI governor, Prof Raghuram Rajan HTML |
April 15, 2020 | (Webinar) The Asia Economist: Discussing Singapore with Irvin Seah HTML |
March 31, 2020 | Kopi time with Taimur Baig podcast, E07: Princeton’s Bernard Haykel on Saudi oil strategy and Middle-East HTML |
March 31, 2020 | Kopi time with Taimur Baig podcast, E06: Simon Tay on Singapore, China, US, and Asean HTML |
March 30, 2020 | (Livestream) Global shutdown and policy response HTML |
March 23, 2020 | Kopi time with Taimur Baig podcast, E05: Mikkel Larsen on climate change and the tragedy of the commons HTML |
March 13, 2020 | Kopi time with Taimur Baig podcast, E04: Dean Ho on AI to fight cancer and COVID-19 HTML |
March 6, 2020 | Kopi time with Taimur Baig, E03: Angela Mancini from Control Risks on the intersection of political and business risks in Malaysia, Indonesia, China, and the US HTML |
March 2, 2020 | (Liivestream) COVID-19 spillover HTML |
February 28, 2020 | Kopi time with Taimur Baig, E02: Slava Shilin on learning Mandarin and humanising China HTML |
February 24, 2020 | (Video) Climate mitigation: Evading the “too late, too costly” trap HTML |
February 24, 2020 | Kopi time with Taimur Baig, E01: A podcast series. This week: Prof Bert Hofman on China with a focus on Covid-19 HTML |
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Macro Strategy Daily
Date | Report |
November 24, 2021 | Gauging BOK rate hike cycle (Ma Tieying) HTML |
November 24, 2021 | FX Daily: Fed-ECB monetary divide stops widening; currency forecast revisions (Philip Wee) HTML |
November 23, 2021 | USD Rates: Powell re-nominated for second term as Fed Chair (Eugene Leow) HTML |
November 23, 2021 | FX Daily: “Powell rally” in DXY might be fleeting (Philip Wee) HTML |
November 19, 2021 | Credit: China’s regulatory calibration (Chang Wei Liang) HTML |
November 19, 2021 | FX Daily: One-way bets get harder into December (Philip Wee) HTML |
November 18, 2021 | Asia Rates: External flattening pressures (Duncan Tan) HTML |
November 18, 2021 | FX Daily: Watching for monetary policy normalization plays to rotate (Philip Wee) HTML |
November 17, 2021 | USD Rates: The odds of quicker taper (Eugene Leow) HTML |
November 17, 2021 | FX Daily: USD is higher, so is caution (Philip Wee) HTML |
November 16, 2021 | SGD Rates: What level of stress is still embedded? (Eugene Leow) HTML |
November 16, 2021 | FX Daily: USD in the driver’s seat (Philip Wee) HTML |
November 12, 2021 | Credit: Twists and turns in China credit (Chang Wei Liang) HTML |
November 12, 2021 | FX Daily: Spotlight on US inflation expectations today (Philip Wee) HTML |
November 11, 2021 | USD Rates: Scorching October inflation (Eugene Leow) HTML |
November 11, 2021 | FX Daily: US inflation reared its ugly ahead (Philip Wee) HTML |
November 11, 2021 | India: Inflation lull unlikely to last (Radhika Rao) HTML |
November 10, 2021 | Asia Rates: Not yet time to receive (Duncan Tan) HTML |
November 10, 2021 | FX Daily: Insights into USD/JPY and US bond yields (Philip Wee) HTML |
November 9, 2021 | USD Rates: How much did Fed pricing shift? (Eugene Leow) HTML |
November 9, 2021 | FX Daily: Markets correcting, no trend reversals yet (Philip Wee) HTML |
November 5, 2021 | USD Rates: Fed tapers, watch payrolls (Eugene Leow) HTML |
November 5, 2021 | FX Daily: Fed comes out on top in managing market expectations (Philip Wee) HTML |
November 5, 2021 | Credit: China HY liquidity concerns intensify (Chang Wei Liang) HTML |
November 3, 2021 | Asia Rates: Rising tide of short-term rates (Duncan Tan) HTML |
November 3, 2021 | FX Daily: A well-paved Fed taper vs an ill-conceived BOE hike rate (Philip Wee) HTML |
November 2, 2021 | USD Rates: Real rates are adjusting, but still low (Eugene Leow) HTML |
November 2, 2021 | FX Daily: Spotlight on RBA today; some thoughts on FOMC and ECB (Philip Wee) HTML |
October 29, 2021 | Credit: Mixed sentiment in China credit (Chang Wei Liang) HTML |
October 29, 2021 | FX Daily: Lots of noise around central bank meetings (Philip Wee) HTML |
October 28, 2021 | USD Rates: From inflation to hawkish central banks to growth worries (Eugene Leow) HTML |
October 28, 2021 | FX Daily: Flatter yield curves on higher inflation, slower growth worries (Philip Wee) HTML |
October 27, 2021 | India/Indonesia: Diverging inflation (Radhika Rao) HTML |
October 27, 2021 | FX Daily: BOC might push back against aggressive rate hike bets (Philip Wee) HTML |
October 26, 2021 | USD Rates: Facing a common set of global drivers (Eugene Leow) HTML |
October 26, 2021 | FX Daily: USD is looking firm ahead of FOMC (Philip Wee) HTML |
October 22, 2021 | Credit: Relief in China credit amid reassurances (Chang Wei Liang) HTML |
October 22, 2021 | FX Daily: Taking it slow on Friday (Philip Wee) HTML |
October 21, 2021 | Asia Rates: IndoGBs in a sweet spot (Duncan Tan) HTML |
October 21, 2021 | FX Daily: Caution increased with risk appetite (Philip Wee) HTML |
October 20, 2021 | SGD Rates: No need to frontrun the Fed (Eugene Leow) HTML |
October 20, 2021 | FX Daily: Taking a pause to reassess recent moves (Philip Wee) HTML |
October 19, 2021 | USD Rates: What pace of tightening is the market pricing in? (Eugene Leow) HTML |
October 19, 2021 | FX Daily: Monday was riddled with ironies (Philip Wee) HTML |
Date | Report |
November 22, 2021 | DM Rates: Exit Strategy HTML |
November 18, 2021 | Bank Indonesia on hold, with an eye on US policy shifts HTML |
November 16, 2021 | Thailand: A gradual recovery, at last HTML |
November 15, 2021 | India: Festive boost buoys output, inflation a drag HTML |
November 5, 2021 | Indonesia: Growth to end 2021 on a firmer note HTML |
November 5, 2021 | FX: DEER recommendations (November 2021) HTML |
November 2, 2021 | Hong Kong SAR: Slowdown not worrisome HTML |
October 28, 2021 | Asia Rates: Impact from rising energy prices HTML |
October 27, 2021 | India/Indonesia: Oil shock and inflation HTML |
October 18, 2021 | Power shortage weighs down China’s growth HTML |
October 15, 2021 | INR Rates: Greater normalization impetus HTML |
October 12, 2021 | China’s Power Shortage HTML |
October 12, 2021 | Indonesia: Tax measures and strong trade add to resilience HTML |
October 8, 2021 | India: RBI signals ‘one size does not fit all’ HTML |
October 1, 2021 | Japan: A new hope HTML |
September 30, 2021 | Asia Rates: Bond Supply Pressures in 4Q HTML |
September 27, 2021 | Thailand: Positioning for a BOT rate cut HTML |
September 21, 2021 | Indonesia: Monetary-fiscal mix for growth and stable IDR HTML |
September 16, 2021 | Asia Rates Strategy: Systemic vs Idiosyncratic drivers HTML |
September 2, 2021 | IDR Rates: “Burden-sharing” a positive for IndoGB HTML |
August 30, 2021 | Vietnam: Slower growth, but still outperformer HTML |
August 25, 2021 | Eurozone & Japan: Delta and cautious reopening HTML |
August 24, 2021 | US economy’s ebbing momentum and market implications HTML |
August 23, 2021 | India: Strong growth print likely in 2Q21; what’s next? HTML |
August 18, 2021 | China: Growth downgraded amid Delta worries HTML |
August 17, 2021 | Malaysia: Uneven path to recovery HTML |
August 16, 2021 | China: Delta worries dim outlook; policy easing warranted HTML |
August 11, 2021 | Singapore: Reopening growth impetus ahead HTML |
August 11, 2021 | Thailand: Sluggish growth, lower rates, weaker THB HTML |
August 10, 2021 | Philippines: A laggard in the pandemic recovery HTML |
August 5, 2021 | Indonesia: A sharp rebound in 2Q21 GDP HTML |
August 4, 2021 | Vietnam: Implications of the currency truce with the US HTML |
August 3, 2021 | FX: DEER recommendations (August 2021) HTML |
August 3, 2021 | SGS: Attractive pickup for the 20Y tenor HTML |
August 2, 2021 | Asia Rates: An update on our trade ideas HTML |
August 2, 2021 | Hong Kong: Speedy recovery HTML |
July 30 2021 | India: RBI unlikely to rock the (policy) boat HTML |
July 28 2021 | China: Quick thoughts on the sell-off in equities HTML |
July 27 2021 | Eurozone: ECB Strategy review affirms dovish course HTML |
July 21 2021 | Indonesia/ Thailand: Bumpy road to recovery HTML |
July 15 2021 | China: Slower headline growth; policy in neutral gear HTML |
July 14 2021 | Singapore: Strong 2Q but normalisation ahead HTML |
July 9 2021 | China: RRR cut in sight as inflation fears ease HTML |
July 9 2021 | Indonesia: No respite from the pandemic HTML |
July 7 2021 | CNY Rates: Higher issuances, tighter liquidity HTML |
June 28 2021 | South Korea to hike rates in 4Q, first in Asia HTML |
June 18 2021 | Asian rates primed to rise in 2H HTML |
June 17 2021 | USD Rates: The Fed’s shifting tone and rates implications HTML |
June 4 2021 | CNY to consolidate after year-long gains HTML |
May 27, 2021 | Eurozone & Japan: Paths diverge HTML |
May 27, 2021 | China: Inflation and monetary policy outlook HTML |
May 25, 2021 | Singapore: Speed bump in 2Q21 HTML |
May 19, 2021 | Asia Rates: Global Inflation and Fed Taper Headwinds HTML |
May 18, 2021 | Covid outbreak and Taiwan’s outlook HTML |
May 18, 2021 | Bond returns and Covid; Divergent FX trends HTML |
May 17, 2021 | China: Reading through flattening growth figures HTML |
May 11, 2021 | Thailand: Recalibrating expectations HTML |
May 11, 2021 | China: rising producer prices not yet a threat HTML |
May 6, 2021 | Indonesia: The economy bottoms HTML |
May 6, 2021 | Asia Rates: Bond supply differentials HTML |
May 4, 2021 | Credit: Diminished state support meets Huarong HTML |
April 21, 2021 | Singapore's inflation expectations turn a corner HTML |
April 20, 2021 | Turning on cautious on Indonesian rates HTML |
April 16, 2021 | China: Fears over tightening overdone HTML |
April 14, 2021 | Singapore: Recovery is on track HTML |
April 7, 2021 | India & Indonesia: Monetary policy – steady hand on the wheel HTML |
April 6, 2021 | Safeguards for SINGA bonds HTML |
April 1, 2021 | INR rates: 1H issuance calendar point to greater supply pressures ahead HTML |
April 1, 2021 | India & Indonesia: Strengthening the institutional backbone HTML |
March 30, 2021 | Asia Rates: China included into WGBI; Malaysia removed from watchlist HTML |
March 23, 2021 | India: Tackling a second Covid wave HTML |
March 23, 2021 | Interest rate hike expectations in Asia are overpriced HTML |
March 10, 2021 | China Rates: Comfortable with duration HTML |
March 9, 2021 | Eurozone & Japan: Payback year HTML |
March 1, 2021 | Asia Rates: Finding cover amid the global selloff HTML |
February 22, 2021 | India: cyclical rebound and sticky inflation HTML |
February 19, 2021 | SGD Rates: Thoughts on SINGA bonds HTML |
February 19, 2021 | Indonesia: Dovish hold for the year, eye on the COVID-19 curve HTML |
February 15, 2021 | Singapore: Ended 2020 on a brighter note HTML |
January 29, 2021 | China: Stimulus calibration underway HTML |
January 27, 2021 | India rates: Union Budget and Fading Risks HTML |
January 22, 2021 | Oil: The bulls are back HTML |
January 21, 2021 | South Korea & Taiwan: Semiconductor sector continues to shine HTML |
January 21, 2021 | SGD Rates: Opportunity Arises HTML |
January 18, 2021 | India budget: To align with pandemic-led shifts HTML |
January 18, 2021 | China: Strengthening recovery momentum HTML |
January 11, 2021 | Indonesia: Seeking a flatter pandemic curve HTML |
January 7, 2021 | Japan: Implications of Covid state of emergency HTML |
January 7, 2021 | SGD Rates: Limit increase offers opportunities for SGS HTML |
January 6, 2021 | India: Counting on vaccine, eye on inflation HTML |
January 4, 2021 | Singapore: Hopeful end to a bitter year HTML |
October 9, 2020 | India: RBI unleashes a series of market supportive measures HTML |
Date | Report |
November 22, 2020 | Shape of 4Q HTML |
November 15, 2020 | Taking stock of the hot US inflation reading HTML |
November 8, 2020 | RCEP and DEPA HTML |
November 1, 2020 | What to expect from COP26 HTML |
October 25, 2020 | Pandemic and income in Asia HTML |
October 18, 2020 | Property price trends in Asia HTML |
October 11, 2020 | Slowing growth and higher rates? HTML |
October 4, 2020 | Crypto update; China power crunch; RBI policy preview HTML |
September 27, 2020 | Credit risk in China; taper scenario in the US HTML |
September 20, 2020 | China slowdown and credit risk HTML |
September 13, 2020 | Downgrading the US GDP forecast HTML |
September 6, 2020 | China’s “common prosperity” agenda HTML |
August 30, 2020 | Jackson Hole takeaways: jobs and inflation HTML |
August 23, 2020 | Re-opening trade interrupted HTML |
August 16, 2020 | Will China follow the German Model? HTML |
July 26, 2020 | Taking stock of currency positionings HTML |
July 19, 2020 | Making sense of flattening curves HTML |
July 12, 2020 | Rate hike considerations in India and South Korea HTML |
July 5, 2020 | Assessing the US economy at mid-year HTML |
June 28, 2020 | How much bond can central banks buy? HTML |
June 21, 2020 | Singapore’s Census: Older, richer, smarter HTML |
June 14, 2020 | Fed’s tools to help the world (and the US) HTML |
June 7, 2020 | Is PBoC ahead of the curve? HTML |
May 31, 2020 | Asia’s Covid stumble and fiscal response HTML |
May 24, 2020 | Can trade bail out Asia this year? HTML |
May 17, 2020 | Singapore’s renewed pandemic stringency HTML |
May 10, 2020 | Assessing the Covid scar HTML |
May 3, 2020 | Could herd immunity be a mirage? HTML |
April 26, 2020 | Asia’s house prices perking up HTML |
April 19, 2020 | Contrasting recovery of China and the US HTML |
April 12, 2020 | Varieties of inflation trend HTML |
April 5, 2020 | A peek into 2Q HTML |
March 29, 2020 | China-US: Competition, collaboration, confrontation HTML |
March 22, 2020 | Five factors to watch during reflation HTML |
March 15, 2020 | Rising rates and funding needs HTML |
March 8, 2020 | Virus variant alert HTML |
March 1, 2020 | The coming US boom HTML |
February 22, 2020 | Singapore’s green agenda HTML |
February 16, 2020 | Debt burden HTML |
February 8, 2020 | Battle line between big and small investors HTML |
February 1, 2020 | As yield curves steepen HTML |
January 25, 2020 | Between vaccines and virus resurgence HTML |
January 18, 2020 | Inflation watch HTML |
January 11, 2020 | Shape of 4Q20 and 1Q21 HTML |
December 14, 2020 | Asset valuation versus returns HTML |
December 7, 2020 | Thinking through a bifurcated world HTML |
November 30, 2020 | 12 trade ideas for 2021 HTML |
November 23, 2020 | Singapore: Recovery is on track HTML |
November 18, 2020 | Singapore Outlook 2021: Emerging optimism HTML |
November 16, 2020 | RCEP is a big deal HTML |
November 9, 2020 | Covid contrast HTML |
November 2, 2020 | Four US election scenarios HTML |
Date | Report |
November 15, 2021 | China: Power disruptions ease, headwinds remain HTML |
November 12, 2021 | Elevated energy price and Asia HTML |
November 10, 2021 | Philippines: A long road to full recovery HTML |
November 2, 2021 | Malaysia: Cautious path to normalisation HTML |
October 25, 2021 | India: Setting the stage for bond index inclusion HTML |
October 13, 2021 | Malaysia’s electrical and electronics sector potential HTML |
October 7, 2021 | Understanding China: Key trends under common prosperity HTML |
October 6, 2021 | Digital Assets Update: Use case and pushback galore HTML |
October 4, 2021 | Vietnam: The worst is over; recovery ahead HTML |
September 29, 2021 | Systemic risk in China property? HTML |
September 27, 2021 | India: Fiscal positives and rangebound rupee HTML |
September 23, 2021 | ASEAN’s potential in semiconductor manufacturing HTML |
September 22, 2021 | Philippines: Fluctuating current account, weaker PHP HTML |
September 16, 2021 | ASEAN-6: Mapping electronics exposure HTML |
September 14, 2021 | Understanding India: Growing footprint in electronics HTML |
September 13, 2021 | Contours of the GBA Wealth Connect HTML |
September 7, 2021 | Thailand: Baht’s overvaluation HTML |
September 1, 2021 | India: Growth spurt in 2Q, rates eye trade-off HTML |
August 18, 2021 | Indonesia: Investments and foray into Electric Vehicles HTML |
August 4, 2021 | Mapping India’s Financial Conditions Index (FCI) HTML |
July 21, 2021 | Digital Assets Update: Regulation, tokenised carbon credits, CBDCs HTML |
July 8, 2021 | 3Q Nowcasting for China, India, Indonesia, and Singapore HTML |
July 6, 2021 | India: Vaccination and policy normalisation HTML |
July 6, 2021 | HKD Rates: HIBORs to remain anchored HTML |
June 30, 2021 | US economic recovery and fixed income implications HTML |
June 29, 2021 | Indian rupee’s overvaluation and ample buffers HTML |
June 22, 2021 | Indonesia’s onshore bond and FX markets – a primer HTML |
June 16, 2021 | Surging flows in and out of China HTML |
June 15, 2021 | Singapore: Towards mass vaccination and economic recovery HTML |
June 7, 2021 | Opportunities in Chinese banks’ credit HTML |
June 2, 2021 | Implications of the global semiconductor race HTML |
May 20, 2021 | Four questions about India’s growth risks HTML |
May 18, 2021 | USD Rates: Inflation & Taper strategies HTML |
May 17, 2021 | USD Rates: 5 reasons to taper HTML |
May 6, 2021 | SGD Rates: Spotting the distortions HTML |
May 4, 2021 | Hong Kong: Upward revision of HK outlook HTML |
April 29, 2021 | 减少碳排放: 原因和途径 HTML |
April 29, 2021 | Reducing carbon: why and how HTML |
April 22, 2021 | India’s Covid resurgence begins to take an economic bite HTML |
April 13, 2021 | 认识中国: 大湾区融合步伐加快.HTML |
April 13, 2021 | Understanding China: GBA integration gathers pace.HTML |
April 06, 2021 | Update on Digital Assets: NFTs, DeFi, Cryptos, CBDCs.HTML |
March 30, 2021 | Taiwan: Growth shifting to higher gear.HTML |
March 10, 2021 | IndoGB: Underappreciated.HTML |
March 9, 2021 | China’s onshore bond and FX markets: A primer for foreign investors.HTML |
March 9, 2021 | Eurozone & Japan: Payback year HTML |
March 5, 2021 | Understanding India: Manufacturing push – a reset HTML |
March 2, 2021 | The coming US boom HTML |
February 17, 2021 | Singapore’s budget for recovery and sustainability HTML |
February 9, 2021 | Stacking up Indonesia’s policy stance against other EMs HTML |
February 8, 2021 | HKD Rates: IPOs, issuances & global recovery HTML |
February 8, 2021 | SGD Rates: Too fast in relative terms HTML |
February 5, 2021 | US: The case for higher rates HTML |
February 1 , 2021 | India: FY22 budget pushes investments over consolidation HTML |
February 1 , 2021 | Hong Kong: Cautiously optimistic outlook HTML |
January 22, 2021 | Understanding China: RMB internationalisation 2.0 HTML |
January 20, 2021 | The case for and against inflation HTML|Video |
January 19, 2021 | Singapore Budget 2021: Supporting the recovery HTML |
January 12, 2021 | USD Rates: Reflation scare HTML |
January 6, 2021 | China: Credit related policy to contain market risks HTML |
December 14, 2020 | India 2021 Outlook: Normalisation underway, then recovery HTML |
December 7, 2020 | Update on Digital Currencies: December 2020 HTML |
December 3, 2020 | DBS 2021 Outlook: A bifurcated World HTML |
November 30, 2020 | Indonesia Outlook 2021: Beyond the pandemic HTML |
November 25, 2020 | 2021 Outlook for rates, currency, and credit HTML|PDF |
November 23, 2020 | China in 2021: Outlook, Dual Circulation Strategy, relationship with US, RCEP, and BRI HTML\ZH HTML |
November 18, 2020 | Singapore Outlook 2021: Emerging optimism HTML |
November 17, 2020 | North Asia: Winners and losers of RCEP HTML |
November 10, 2020 | Malaysia: Outlook remains challenging despite fiscal boost HTML |
October 29, 2020 | India’s onshore bond and FX markets – a primer HTML |
October 21, 2020 | Hong Kong: Upgrading the 2021 outlook HTML |
October 12, 2020 | China government bonds: The alternative to DM HTML |
October 1, 2020 | 4Q20 Global Macroeconomics HTML |
October 1, 2020 | Mapping the credit landscape with DACS HTML |
October 1, 2020 | India: Five months on, livelihoods play catch-up HTML |
September 24, 2020 | China’s onshore bond and FX markets: A primer for foreign investors HTML |
September 15, 2020 | India: Pandemic puts policy on a balance beam HTML |
September 10, 2020 | China/HK: GBA to thrive amidst adversity HTML |
August 25, 2020 | India: Off the trough, uneven path ahead HTML |
August 17, 2020 | Digital currencies, public and private, present and future HTML |
August 11, 2020 | Key aspects of SIBOR to SORA transitio HTML |
July 30, 2020 | Hong Kong: Longest recession ever HTML |
July 22, 2020 | India: Pandemic to take a deeper economic bite HTML |
July 15, 2020 | Indonesia: Fiscal and growth dynamics HTML |
July 14, 2020 | Singapore: The economy has bottomed out HTML |
July 13, 2020 | Thailand: Growth to hit a higher speedbump HTML |
July 13, 2020 | Singapore: Election effect on policies HTML |
July 9, 2020 | China/HK: GBA Wealth Connect is coming HTML |
July 9, 2020 | IDR Rates: Time to catch up HTML |
July 7, 2020 | Understanding Taiwan: Post-pandemic tech opportunities and some complications HTML |
July 7, 2020 | India: Balancing recovery and pandemic firefighting HTML |
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October 5, 2020 | SG |
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October 20, 2021 | ASEAN-6/China chartbook: Flourishing trade HTML |
October 5, 2021 | Thailand chartbook: Long road to normalisation HTML |
September 29, 2021 | Taiwan Chartbook: Cyclical tailwinds vs. secular headwinds HTML |
September 21, 2021 | Singapore Chartbook: The bumpy path from pandemic to endemic HTML |
September 2, 2021 | China Chartbook: Ageing and rejuvenation HTML |
August 25, 2021 | ASEAN-6 chartbook: Riding out the pandemic HTML |
May 4, 2021 | ASEAN-6 chartbook: Covid uptick poses a hurdle HTML |
April 27, 2021 | South Korea Chartbook: Higher growth, stable rates HTML |
April 20, 2021 | Vietnam Chartbook: Exports and FDI to the fore HTML |
March 30, 2021 | Singapore Chartbook: Raising growth and inflation forecasts HTML |
March 22, 2021 | China Chartbook: Key Takeaway from China’s 14th Five Year Plan HTML |
February 16, 2021 | 图示中国: 绿色债券蓬勃发展,房地产行业引领主流 HTML |
February 16, 2021 | China Chartbook: Green bonds blossom with property in the lead HTML |
February 16, 2021 | ASEAN-6 chartbook: Turning a corner HTML |
February 11, 2021 | Thailand chartbook: Bumpy road to normalisation HTML |
January 8, 2021 | Credit Chartbook: Post-pandemic normalisation and opportunities in EM HTML |
October 28, 2020 | Singapore Chartbook: Recovery is underway but remains uneven HTML |
October 7, 2020 | ASEAN-6 Chartbook: Two-speed recovery HTML |
September 24, 2020 | Thailand chartbook: COVID-19 under control, impact not so HTML |
September 23, 2020 | Malaysia Chartbook: Bumpy recovery ahead HTML |
September 16, 2020 | North Asia Chartbook: More signs of recovery, but pace differs HTML |
September 1, 2020 | Eurozone chartbook: Fighting a second wave HTML |
August 5, 2020 | China Chartbook: An update on the internationalization of the RMB HTML |
June 10, 2020 | North Asia Chartbook: Current state of the supply chain HTML |
May 26, 2020 | Hong Kong Chartbook: Explaining the resilience of property price HTML |
May 8, 2020 | China Chartbook: Digitizing the redback: causes and implications HTML |
April 21, 2020 | Chartbook: ASEAN-6 and COVID-19 HTML |
April 17, 2020 | India chartbook: Assessing COVID-19 fallout HTML |
April 9, 2020 | North Asia Chartbook: COVID-19 update in 20 charts HTML |
April 9, 2020 | Hong Kong Chartbook: A deeper recession comparing to SARS HTML |
April 3, 2020 | China chartbook: Work resumption on track, but challenges abound HTML |
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