Economics and Macro Strategy
We examine what it would take before the Fed cuts rates.
Indonesia recorded a stable growth of 5% in 2Q19, contrary to the downward growth trend elsewhere. Fiscal lever could sustain growth momentum at its potential at 5.0%.
How will the APAC energy landscape change in the coming years as demand for natural gas grows exponentially amidst calls for a cleaner energy environment? Our analysts find out.
More marketing campaigns expected to take stage as top brewers shift focus to brand image, product quality and consumer experience. Our top pick is CR Beer.
Indonesia’s biodiesel programme to provide downside protection for CPO prices. Our top picks are Wilmar, First Resources, Bumitama Agri and FGV.
STI likely to have seen year high of 3400 back in April; Year-end objective lowered to 3380 to factor in latest round of tariffs and drag from HK civil protests.
Civil unrest in Hong Kong continue to weight on its economy with expectations for GDP growth to fall to 0% for the year.
Our analysts identified buying opportunities in Hong Kong that leverages on Vietnam’s rising star as a regional economic powerhouse.
In a bid to revive growth, the Indian government announced several sector specific measures.
Escalation in US-China trade war and recession worries have proved adverse for Asian credit markets so far this month, but with uneven impact.
A major point of divergence between the US Federal Reserve and global markets is opening up.
Trade war escalated yet again. EM Asia FX under pressure. UST curve to steepen.
Asia yield forecasts revised lower. Taking stock of Fed views.
INR yields capped by pro-growth RBI. Still neutral on US Treasuries.
Investors mull US-China trade talks; Australia releases its budget report
The rupiah sinks to its weakest since 2015, on economic growth concerns
Stocks struggle for direction after Trump scraps Iran nuclear deal
The Chief Investment Office brings you the investment outlook and strategy for 4Q17 in our brand-new "CIO Insights" publication
With a hundred-strong team of economists and analysts across Asia, you can rely on our unparalleled on-the-ground knowledge to keep you in step with the latest economic activity, government policy, m...
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Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?
Our analysts took a deep dive into the ride sharing business model, and identified scale and dominance as key profitability drivers. But what does that mean for smaller operators?
Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.