Insights and Analysis

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Southeast Asia / GDP

ASEAN-6/China chartbook: Flourishing trade

October 20, 2021
ASEAN-6/China chartbook: Flourishing trade

ASEAN – China bilateral goods trade has flourished over the past two decades. We dig deep to identify the trade linkages.

Global / Economics & Strategy

Research Library

October 19, 2021
Research Library

Economics and Macro Strategy

Global / Credit

Credit Chartbook: Opportunities amid rising yields

October 14, 2021
Credit Chartbook: Opportunities amid rising yields

Global credit spreads have tightened to cyclical lows, but we see pockets of opportunities despite rising yields and China risks.

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 / Real Estate

Singapore Property: En-bloc revving to life

September 13, 2021
Singapore Property: En-bloc revving to life

Unsold units are likely to continue falling given the uptick in property sentiment. Along with limited sites in the GLS, this could be a catalyst for another en-bloc fever.

Singapore / Real Estate

Singapore Property: Suburban condo pricing enters a new par...

August 31, 2021
Singapore Property: Suburban condo pricing enters a new paradigm

Strong sell-through rates at record pricing and robust tender prices in recent bids continue to fuel higher prices for suburban condominiums in Singapore.

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.

Singapore / Equities

Singapore Market Focus: Standing in solidarity

April 07, 2020
Singapore Market Focus: Standing in solidarity

The government’s latest Solidarity Budget aims to provide further support to businesses and households. We assess which sectors and companies will benefit most.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
China / Inflation,GDP

Power shortage weighs down China’s growth

October 18, 2021
Power shortage weighs down China’s growth

GDP growth slowed markedly to 4.9% YoY in 3Q21 from 7.9% in 2Q21. On a QoQ basis, it decelerated to 0.2% from 1.3%.

Asia / Economics & Strategy

Macro Insights Weekly: Property price trends in Asia

October 18, 2021
Macro Insights Weekly: Property price trends in Asia

Exceptionally easy monetary policy has fuelled asset price boom in the Asia, with equity markets trading at record valuations and property markets strengthening in a number of economies.

Singapore / GDP

Singapore: Raising GDP growth forecast

October 14, 2021
Singapore: Raising GDP growth forecast

We have raised full year GDP growth to 6.7%, up from 6.3% previously, given a slightly stronger than expected 3Q21 growth performance and upward revision in 2Q figure.

Global / FX

FX Daily: Big USD neutral, some currencies diverge

October 18, 2021
FX Daily: Big USD neutral, some currencies diverge

Some currencies face limited upside after recent appreciation against the USD

India / Interest Rates

INR Rates: Greater normalization impetus

October 15, 2021
INR Rates: Greater normalization impetus

Though RBI has suspended its bond purchase programme, government securities supply that needs to be absorbed by non-RBI market participants is not expected to increase materially.

Global / FX

FX Daily: Profit-taking ahead of the weekend?

October 15, 2021
FX Daily: Profit-taking ahead of the weekend?

Commodity currencies are most vulnerable to any profit-taking

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • 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.

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

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

Global / Rates

SGD Rates: No need to frontrun the Fed

October 20, 2021
SGD Rates: No need to frontrun the Fed

SGD rates are too elevated compared to the Fed.

Global / FX

FX Daily: Monday was riddled with ironies

October 19, 2021
FX Daily: Monday was riddled with ironies

CNY inconsistent with slower growth; GBP eyeing BOE hikes

Global / Rates

Rates: What pace of tightening is the market pricing in?

October 19, 2021
Rates: What pace of tightening is the market pricing in?

2Y and 5Y USD rates to see clearer upward pressures.

Featured Publications

Singapore / Consumer

Singapore Downstream F&B: Mass-market F&B set to sizzle

October 22, 2019
Singapore Downstream F&B: Mass-market F&B set to sizzle

Our analysts took a deep dive exploring the F&B business environment in Singapore, and examined how businesses can thrive in this lucrative, yet ever changing landscape.