Insights and Analysis

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Singapore / Stock Pulse

Seeking out gems in Industrial S-REITs

September 18, 2020
Seeking out gems in Industrial S-REITs

For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.

Global / Economics & Strategy

Research Library

September 18, 2020
Research Library

Economics and Macro Strategy

Asia / GDP

North Asia Chartbook: More signs of recovery, but pace diff...

September 16, 2020
North Asia Chartbook: More signs of recovery, but pace differs

Recovery is gathering pace in China and Taiwan and is back on track in Japan and South Korea.

Indonesia / Financials

All eyes on Bank Indonesia

September 18, 2020
All eyes on Bank Indonesia

We are closely watching the development of the new draft bill which may undermine Bank Indonesia’s independence and role of banking supervision and regulation.

Singapore / Real Estate

Eye on falling land leases in Industrial S-REITs

September 18, 2020
Eye on falling land leases in Industrial S-REITs

We believe investors should take note of the impact on net asset value as industrial properties in Singapore sit on shorter land lease tenures.

Global / Energy

COVID-19 and the energy transition landscape

September 17, 2020
COVID-19 and the energy transition landscape

We believe the COVID-19 hard reset could prove to be the catalyst for oil majors to pump more capital into renewables to transition beyond petroleum.

Singapore / Equity Picks

Singapore Equity Picks

September 17, 2020
Singapore Equity Picks

The Straits Times Index (STI) has dipped 3.5% from our previous update in August.

Singapore / Stock Pulse

Equity Picks: ART poised to ride on travel recovery

September 17, 2020
Equity Picks: ART poised to ride on travel recovery

For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.

Singapore / Stock Pulse

Strong residential sales bode well for CityDev, UOL

September 16, 2020
Strong residential sales bode well for CityDev, UOL

For this and other ideas, please check out the Singapore Stock Pulse. Your go-to morning essential that inspires you with investment and trading ideas daily.

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Indonesia / Interest Rates

Indonesia: Monetary policy walks a tightrope

September 18, 2020
Indonesia: Monetary policy walks a tightrope

Bank Indonesia extended its pause on rates for a second consecutive month.

China / GDP

China: A more balanced recovery from August data

September 15, 2020
China: A more balanced recovery from August data

August data showed that the economic recovery made more headway.

Global / USD,Rates,Credit

Macro Insights Weekly: Tracking cross-asset correlations

September 14, 2020
Macro Insights Weekly: Tracking cross-asset correlations

Common shocks (pandemic), policy response (liquidity injection, rate cuts), and macro drivers have led to some perverse but logical market outcomes.

Global / FX,Rates

Market correction concerns; Bank Indonesia walks a tight ro...

September 18, 2020
Market correction concerns; Bank Indonesia walks a tight rope

The FX landscape is more challenging that 3 months ago. BI’s focus has shifted to unconventional policy steps

Global / FX

FX Daily: Market correction concerns

September 18, 2020
FX Daily: Market correction concerns

The FX landscape is more challenging that 3 months ago.

Global / FX

FX Daily: FOMC supports the USD, BOE to hurt the GBP

September 17, 2020
FX Daily: FOMC supports the USD, BOE to hurt the GBP

FX Daily: DXY to rise towards 95.8 if it breaks above 93.7.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Global / Market Newsfeed

News: US stocks slump most in week

September 18, 2020
News: US stocks slump most in week

Investors mull over whether the levels of stimulus being provided is enough

Global / Market Newsfeed

News: Hong Kong urged to boost stimulus

September 18, 2020
News: Hong Kong urged to boost stimulus

Unemployment continues rising, but the government seems reluctant to further deplete reserves

Global / Market Newsfeed

News: Oil set for best week since June

September 18, 2020
News: Oil set for best week since June

This comes as Saudi Arabia talks tough

Global / FX Technicals

USD/JPY: Looking for a downside break

September 16, 2020
USD/JPY: Looking for a downside break

USD/JPYs sensitivity to US rates implies a greater vigilance on tomorrow’s FOMC rather than the BOJ policy meeting

Global / FX Technicals

AUD/NZD: Bulls still maintaining the advantage

September 15, 2020
AUD/NZD: Bulls still maintaining the advantage

The RBNZ's stronger dose of monetary policy dovishness supports the AUD/NZD cross

US / CIO Perspectives

Portfolio strategies for a contested US election

September 14, 2020
Portfolio strategies for a contested US election

Stay invested and hedge portfolio downside with exposure to gold and bonds while employing derivatives as a satellite strategy

Global / CIO Weekly

CIO Weekly Highlights: FOMC to draw investor attention

September 16, 2020
CIO Weekly Highlights: FOMC to draw investor attention

Keep abreast of market moving events with CIO's weekly bulletin

Global / Equities

Move beyond pandemic angst

September 16, 2020
Move beyond pandemic angst

A vaccine will provide further uplift for risk assets, cementing the "Vaccine Discovery theme"

Global / CIO Weekly

Weekly: FOMC to draw investor attention

September 15, 2020
Weekly: FOMC to draw investor attention

Keep abreast of market moving events with CIO's weekly bulletin

Featured Publications

Yuan recoups all losses since virus outbreak

March 06, 2020
Yuan recoups all losses since virus outbreak

Stimulus expectations and a weaker greenback are supporting the currency

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.

China / Real Estate

China Property Management: Catch the rising stars

October 09, 2019
China Property Management: Catch the rising stars

Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.