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Economics and Macro Strategy
Group Research21 Jan 2021
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    Macro Insights Multimedia

    Macro Strategy Daily

    Economics & Macro Strategy Flash

    Weekly 

    Focus & Thematic 

    Rates

    Chartbook

     


    Macro Insights multimedia: Videos/Livestream/Podcast Series

    Date Report
    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|PDF
    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|PDF
    November 7 2020 Kopi Time E035: Dr. Marsha Vande Berg on US elections HTML|PDF
    November 5 2020 November Macro Insights Livestream: US elections and implications for Asia HTML|PDF
    October 30, 2020 Kopi Time E034: Arvind Subramanian on the US, China, India, development HTML|PDF
    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|PDF
    October 15, 2020 Kopi Time E032: Ben Bland on Indonesia and President Jokowi HTML|PDF
    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|PDF
    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|PDF
    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|PDF
    September 8, 2020 Kopi Time E027: Hans Vriens on the current state of politics in Southeast Asia HTML|PDF
    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|PDF
    August 18, 2020 Kopi Time E025: World Gold Council’s Shaokai Fan on gold supply, demand, and market structure HTML|PDF
    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
    January 21, 2021 Markets cheer Biden; Indonesia monetary policy HTML
    January 20, 2021 Yellen says “act big”; Taking stock of Asian rates HTML
    January 19, 2021 Yellen and USD policy; rates and inflation sentiment HTML
    January 15, 2021 Bank Negara; Chinese HY watch; Fed and USD HTML
    January 14, 2021 Asia resilient to Fed taper talks; FX consolidation HTML
    January 13, 2021 US rates movement spills over to Asia; Fed watch HTML
    January 12, 2021 RBI and Fed’s long path to normlisation HTML
    January 8, 2021 Credit risk loan deferrals lapse HTML
    January 7, 2021 Reflation trade and US political situation HTML
    January 6, 2021 Asian rates forge ahead; FX and US rates HTML
    January 5, 2021 Soft start to the new year HTML

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    Economics & Macro Strategy Flash 


    Date Report
    January 18, 2021 India budget: To align with pandemic-led shifts HTML|PDF
    January 18, 2021 China: Strengthening recovery momentum HTML|PDF
    January 11, 2021 Indonesia: Seeking a flatter pandemic curve HTML|PDF
    January 7, 2021 Japan: Implications of Covid state of emergency HTML|PDF
    January 7, 2021 SGD Rates: Limit increase offers opportunities for SGS HTML|PDF
    January 6, 2021 India: Counting on vaccine, eye on inflation HTML|PDF
    January 4, 2021 Singapore: Hopeful end to a bitter year HTML|PDF
    December 11, 2020 Taiwan’s monetary response to asset inflation HTML|PDF
    November 30, 2020 India: Upward revision in growth confirms RBI pause HTML|PDF
    November 27, 2020 CNY Rates: Stimulus withdrawal HTML|PDF
    November 23, 2020 Singapore: Recovery is on track HTML|PDF
    November 19, 2020 SGD Rates: Movements of 5Y SGS, SOR and SORA HTML|PDF
    November 16, 2020 China: Recovery on track HTML|PDF
    November 5, 2020 Indonesia: Worst is over, pandemic management still crucial HTML|PDF
    November 4, 2020 US elections; A nation divided HTML|PDF
    November 3, 2020 Thailand: Watching politics HTML|PDF
    October 26, 2020 India: Pandemic curve and data on the mend HTML|PDF
    October 20, 2020 DBS Asia Rates View: Bracing for US Elections HTML|PDF
    October 19, 2020 China: Recovery continues, monetary policy neutral HTML|PDF
    October 14, 2020 Singapore: Emerging upside; supportive MAS HTML|PDF
    October 13, 2020 China: A mixed outlook for the export recovery HTML|PDF
    October 13, 2020 Indonesia: Government bats for reforms, rate cuts draw a pause HTML|PDF
    October 9, 2020 India: RBI unleashes a series of market supportive measures HTML|PDF
    September 28, 2020 Asia Rates: China added to WGBI, Malaysia stays on watchlist HTML|PDF
    September 28, 2020 Possible implications of the SMIC restrictions HTML|PDF
    September 18, 2020 Indonesia: Monetary policy on a tightrope HTML|PDF
    September 15, 2020 China: A more balanced recovery from August data HTML|PDF
    September 14, 2020 US Rates: When the virus meets treatment HTML|PDF
    September 9, 2020 DBS Asia Rates View: Inflation and Issuances weigh on the region HTML|PDF
    September 7, 2020 Indonesia: Tough policy choices amid downside risks HTML|PDF
    September 3, 2020 FX: A weak USD pause HTML|PDF
    September 2, 2020 Hong Kong Chartbook – Deflation is unlikely to linger HTML|PDF
    September 1, 2020 India: 2Q GDP marks the trough, slow climb ahead HTML|PDF
    August 31, 2020 Japan: Abe’s departure and implications for policies HTML|PDF
    August 31, 2020 Malaysia: Another rate cut amidst a darkening outlook HTML|PDF
    August 17, 2020 Japan: A fragile recovery ahead HTML|PDF
    August 17, 2020 Thailand: Beyond 2Q trough, slow recovery  HTML|PDF
    August 14, 2020 China: Online sales a pillar, not a supplement HTML|PDF
    August 14, 2020 India: High food prices, better rural incomes? HTML|PDF
    August 11, 2020 Singapore: Growth forecast lowered HTML|PDF
    August 6, 2020 India: RBI on hold, cautious guidance for the near-term HTML|PDF
    August 5, 2020 Indonesia: Beyond 2Q GDP slump, gradual updrift likely HTML|PDF
    August 5, 2020 DBS Asia Rates View: Pillars of stability still intact HTML|PDF
    August 3, 2020 South Korea & Taiwan: 2H growth prospects and risks HTML|PDF
    August 3, 2020 2020 Asian Insights Conference Notes #4: Navigating Supply Chain Disruptions HTML|PDF
    July 30, 2020 India: RBI preview and financial sector health HTML|PDF
    July 30, 2020 2020 Asian Insights Conference Notes #3: Climate change and the great reset HTML|PDF
    July 29, 2020 2020 Asian Insights Conference Notes #2: China-US friction to the fore HTML|PDF
    July 28, 2020 2020 Asian Insights Conference Notes #1: The Economics of a Pandemic HTML|PDF
    July 16, 2020 China: First economy to emerge from the pandemic HTML|PDF
    July 15, 2020 Asia Rates: Stability favours carry opportunities HTML|PDF
    July 14, 2020 China: Halting progress in phase-one deal with US HTML|PDF
    July 1, 2020 Asia Rates: Outlook for 2H HTML|PDF

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    Macro Insights Weekly


    Date Report
    January 18, 2020 Macro Insights Weekly: Inflation watch HTML|PDF
    January 11, 2020 Macro Insights Weekly: Shape of 4Q20 and 1Q21 HTML|PDF
    December 14, 2020 Asset valuation versus returns HTML|PDF
    December 7, 2020 Thinking through a bifurcated world HTML|PDF
    November 30, 2020 12 trade ideas for 2021 HTML|PDF
    November 23, 2020 Singapore: Recovery is on track HTML|PDF
    November 18, 2020 Singapore Outlook 2021: Emerging optimism HTML|PDF
    November 16, 2020 RCEP is a big deal HTML|PDF
    November 9, 2020 Covid contrast HTML|PDF
    November 2, 2020 Four US election scenarios HTML|PDF
    Ootober 26, 2020 FDI in Asia; fading or still strong? HTML|PDF
    Ootober 19, 2020 Two types of recoveries HTML|PDF
    Ootober 12, 2020 Asia’s banks; problem or solution? HTML|PDF
    Ootober 5, 2020 October Surprise HTML|PDF
    September 28, 2020 Funding concerns resurface HTML|PDF
    September 21, 2020 Weekly: A world of debt HTML|PDF
    September 14, 2020 Tracking cross-asset correlations HTML|PDF
    September 7, 2020 Unwinding of correlated trades HTML|PDF
    August 31, 2020 The shape of 3Q HTML|PDF
    August 17, 2020 Good and bad inflation HTML|PDF
    August 11, 2020 Top-5 current questions from our clients HTML|PDF
    August 3, 2020 Dollar’s “weakness” HTML|PDF
    July 27, 2020 A fading V HTML|PDF
    July 20, 2020 A trade trough HTML|PDF
    July 13, 2020 Singapore’s pandemic elections HTML|PDF
    July 6, 2020 A sustainable rebound? HTML|PDF

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    Focus & Thematic


    Date Report
    January 20, 2021 The case for and against inflation HTML|PDF|Video
    January 19, 2021 Singapore Budget 2021: Supporting the recovery HTML|PDF
    January 12, 2021 USD Rates: Reflation scare HTML|PDF
    January 6, 2021 China: Credit related policy to contain market risks HTML|PDF
    December 14, 2020 India 2021 Outlook: Normalisation underway, then recovery HTML|PDF
    December 7, 2020 Update on Digital Currencies: December 2020 HTML|PDF
    December 3, 2020 DBS 2021 Outlook: A bifurcated World HTML|PDF
    November 30, 2020 Indonesia Outlook 2021: Beyond the pandemic HTML|PDF
    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|PDF
    November 18, 2020 Singapore Outlook 2021: Emerging optimism HTML|PDF
    November 17, 2020 North Asia: Winners and losers of RCEP HTML|PDF
    November 10, 2020 Malaysia: Outlook remains challenging despite fiscal boost HTML|PDF
    October 29, 2020 India’s onshore bond and FX markets – a primer HTML|PDF
    October 21, 2020 Hong Kong: Upgrading the 2021 outlook HTML|PDF
    October 12, 2020 China government bonds: The alternative to DM HTML|PDF
    October 1, 2020 4Q20 Global Macroeconomics HTML|PDF
    October 1, 2020 Mapping the credit landscape with DACS HTML|PDF
    October 1, 2020 India: Five months on, livelihoods play catch-up HTML|PDF
    September 24, 2020 China’s onshore bond and FX markets:  A primer for foreign investors HTML|PDF
    September 15, 2020 India: Pandemic puts policy on a balance beam HTML|PDF
    September 10, 2020 China/HK: GBA to thrive amidst adversity HTML|PDF
    August 25, 2020 India: Off the trough, uneven path ahead HTML|PDF
    August 17, 2020 Digital currencies, public and private, present and future  HTML|PDF
    August 11, 2020 Key aspects of SIBOR to SORA transitio HTML|PDF
    July 30, 2020 Hong Kong: Longest recession ever HTML|PDF
    July 22, 2020 India: Pandemic to take a deeper economic bite HTML|PDF
    July 15, 2020 Indonesia: Fiscal and growth dynamics  HTML|PDF
    July 14, 2020 Singapore: The economy has bottomed out HTML|PDF
    July 13, 2020 Thailand: Growth to hit a higher speedbump HTML|PDF
    July 13, 2020 Singapore: Election effect on policies HTML|PDF
    July 9, 2020 China/HK: GBA Wealth Connect is coming HTML|PDF
    July 9, 2020 IDR Rates: Time to catch up HTML|PDF
    July 7, 2020 Understanding Taiwan: Post-pandemic tech opportunities and some complications HTML|PDF
    July 7, 2020 India: Balancing recovery and pandemic firefighting HTML|PDF

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    Rates Dashboard


    Date Report
    October 5, 2020 SG

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    Chart Book


    Date Report
    January 8, 2021 Credit Chartbook: Post-pandemic normalisation and opportunities in EM HTML|PDF
    October 28, 2020 Singapore Chartbook: Recovery is underway but remains uneven  HTML|PDF
    October 7, 2020 ASEAN-6 Chartbook: Two-speed recovery HTML|PDF
    September 24, 2020 Thailand chartbook: COVID-19 under control, impact not so HTML|PDF
    September 23, 2020 Malaysia Chartbook: Bumpy recovery ahead HTML|PDF
    September 16, 2020 North Asia Chartbook: More signs of recovery, but pace differs HTML|PDF
    September 1, 2020 Eurozone chartbook: Fighting a second wave HTML|PDF
    August 5, 2020 China Chartbook: An update on the internationalization of the RMB HTML|PDF
    June 10, 2020 North Asia Chartbook: Current state of the supply chain HTML|PDF
    May 26, 2020 Hong Kong Chartbook: Explaining the resilience of property price HTML|PDF
    May 8, 2020 China Chartbook: Digitizing the redback: causes and implications HTML|PDF
    April 21, 2020 Chartbook: ASEAN-6 and COVID-19 HTML|PDF
    April 17, 2020 India chartbook: Assessing COVID-19 fallout HTML|PDF
    April 9, 2020 North Asia Chartbook: COVID-19 update in 20 charts HTML|PDF
    April 9, 2020 Hong Kong Chartbook: A deeper recession comparing to SARS HTML|PDF
    April 3, 2020 China chartbook: Work resumption on track, but challenges abound HTML|PDF

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