Insights and Analysis

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Global / Oil

Elevated energy price and Asia

November 12, 2021
Elevated energy price and Asia

In this publication, we look at the high energy price absorption capacity of various Asian economies.

Philippines / GDP

Philippines: A long road to full recovery

November 10, 2021
Philippines: A long road to full recovery

The Philippine economy will recover moderately in 2022, helped by private consumption, infrastructure investment and stimulative policies. However, scarring risks are considerable.

Malaysia / GDP

Malaysia: Cautious path to normalisation

November 02, 2021
Malaysia: Cautious path to normalisation

Malaysia’s economy is starting to recover from the COVID-19 crisis, but scarring risks remain.

Global / Financials

ESG Special: Is carbon credit an investable asset?

October 26, 2021
ESG Special: Is carbon credit an investable asset?

Carbon credit prices have increased more than 24%, with record high volume, in 8M21. And we expect carbon price to rise another 15-20% in 2022.

Global / Energy

Hydrogen Energy: The next green energy revolution?

October 26, 2021
Hydrogen Energy: The next green energy revolution?

Green hydrogen will be a key tool for policymakers globally to achieve net zero emission targets. While it is expensive now, prices may drop rapidly like that of renewable energy.

Singapore / Real Estate

Will property still be your pot of gold?

October 12, 2021
Will property still be your pot of gold?

While earlier generations of Singaporeans could accumulate wealth through property, now, a more balanced strategy looking beyond property is needed to achieve our financial goals.

Singapore / Equities

Singapore SPACs: A SPAC-tacular opportunity?

November 19, 2021
Singapore SPACs: A SPAC-tacular opportunity?

SGX is the first major Asian stock exchange to offer SPAC listings, with retail participation. How should investors evaluate the risk-reward of these listings?

Global / Equities

2020 Asian Insights Conference Notes #10: Finding Profitabl...

September 11, 2020
2020 Asian Insights Conference Notes #10: Finding Profitable Solutions to Problems of People & Plane

It is becoming increasingly clear how the usual way of doing business has led to growing societal pain and natural resource erosion. But there is a better way of doing business.

Thailand / Strategy

Thailand’s third stimulus to ease strain on economy

April 08, 2020
Thailand’s third stimulus to ease strain on economy

The government’s third stimulus package will be positive for markets and highly needed for the economy, which is now suffering badly from the COVID-19 pandemic.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Indonesia / Interest Rate

Bank Indonesia on hold, with an eye on US policy shifts

November 18, 2021
Bank Indonesia on hold, with an eye on US policy shifts

Bank Indonesia held the benchmark rate at a record low at 3.5%, extending the prolonged pause in place for the past eight months.

Europe / GDP

Eurozone & Japan: Better times ahead

November 16, 2021
Eurozone & Japan: Better times ahead

While the Covid situation remains fluid, Eurozone and Japan are expected to continue narrowing the output gap.

Thailand / GDP

Thailand: A gradual recovery, at last

November 16, 2021
Thailand: A gradual recovery, at last

Thailand’s economy has started to see the light at the end of the tunnel, after being battered by the pandemic over a very difficult 2020-21.

Global / Rates,FX

Macro Strategy: Indian vs Indonesian bonds; CAD vs DXY

October 27, 2021
Macro Strategy: Indian vs Indonesian bonds; CAD vs DXY

Divergent bond yield outlook in Indonesia/India; Overly strong CAD

Global / FX

FX Daily: USD finally broke higher

September 30, 2021
FX Daily: USD finally broke higher

USD remains a buy-on-dips; eye on laggards

Global / Rates

Asia Rates: Beta moves to US

September 30, 2021
Asia Rates: Beta moves to US

Sell-off, no outsized outflows

Market Movers

  • Daily Digest
  • Weekly Insights
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  • Daily Digest
  • Weekly Insights
  • Strategy
Indonesia / Economic news

RUU PERPAJAKAN INDONESIA YANG BARU AKAN DISETUJUI OLEH PARL...

October 06, 2021
RUU PERPAJAKAN INDONESIA YANG BARU AKAN DISETUJUI OLEH PARLEMEN PADA PEKAN INI; DEMOCRATS BERUSAHA M

Indonesia akan melakukan penyesuaian perpajakan yang diperkirakan dapat menaikan pendapatan negara.\n\n\nBank Indonesia memperkirakan arus keluar dana asing pada pasar obligasi pemerintah bersifat se...

Indonesia / Economic news

BANK INDONESIA MEMPERTAHANKAN SUKU BUNGA ACUAN, HOUSE DEMOC...

September 22, 2021
BANK INDONESIA MEMPERTAHANKAN SUKU BUNGA ACUAN, HOUSE DEMOCRATS MENGADAKAN PEMUNGUTAN SUARA UNTUK ME

Bank Indonesia memutuskan untuk mempertahankan suku bunga acuan BI 7-day reverse repo rate di 3,5%.\nPemerintah Indonesia berhasil menjual total IDR 27 triliun obligasi ritel berbasis syariah yaitu S...

Indonesia / Economic news

BURDEN-SHARING DINILAI AKAN MEMBANTU PENDANAAN FISKAL, WHIT...

September 07, 2021
BURDEN-SHARING DINILAI AKAN MEMBANTU PENDANAAN FISKAL, WHITE HOUSE: KESEPAHAMAN PAKET AGENDA EKONOMI

Perpanjangan skema "burden-sharing"dengan Bank Indonesia dinilai akan membantu pendanaan defisit fiskal.\nBank Indonesia (BI) dan People’s Bank of China (PBoC) akan meresmikan mekanisme kerja s...

Indonesia / Healthcare

Indonesia Healthcare: New regulation to improve JKN’s defic...

February 10, 2020
Indonesia Healthcare: New regulation to improve JKN’s deficit

New regulation announced by Indonesian authorities seeks to improve efficiency of the country’s universal insurance programme.

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There were no matching records found for category Markets and subcategory Weekly Insights

Global / FX

FX Daily: Maneuvering between US bond yields and equities

September 24, 2021
FX Daily: Maneuvering between US bond yields and equities

Tighter monetary bias in a slowing growth environment

Global / Rates

Rates: 10Y US fair value still pegged at 1.60%

September 24, 2021
Rates: 10Y US fair value still pegged at 1.60%

Rates space undoing stagflation trades.

Global / Rates,FX

Indonesia: IDR bonds in a sweet spot

September 16, 2021
Indonesia: IDR bonds in a sweet spot

Positive catalysts support IDR bonds

Featured Publications

Macro Insights Livestream - November 2021

November 03, 2021
Macro Insights Livestream - November 2021

Slowing growth and firming inflation