Insights and Analysis

  • Economics
  • Industry
  • Equities
  • Economics
  • Industry
  • Equities
Global / Economics

Kopi time with Taimur Baig podcast E46

February 25, 2021
Kopi time with Taimur Baig podcast E46

1 year-anniversary episode with Bert Hofman.

Global / Economics & Strategy

Research Library

February 25, 2021
Research Library

Economics and Macro Strategy

Global / Economics

Kopi time with Taimur Baig podcast E45

February 23, 2021
Kopi time with Taimur Baig podcast E45

Ajaita Shah on supporting rural female entrepreneurs in India.

Singapore / Financials

Singapore Banks: Onward to recovery

February 26, 2021
Singapore Banks: Onward to recovery

We remain positive on Singapore banks as we believe the improved business momentum observed in January is likely to be sustained.

Thailand / Financials

Thailand Banks: Off to a slow start in 2021

February 25, 2021
Thailand Banks: Off to a slow start in 2021

Thailand banks are off to a slow start in 2021 as sector loans seasonally contracted 0.6% m-o-m. However, we remain overweight on the sector. Find out why.

China / Consumer

China Education Sector: Burning cash for a brighter future?

February 24, 2021
China Education Sector: Burning cash for a brighter future?

We expect China’s leading online education players’ marketing expenses to continue rising in 2021 as they burn cash in a bid to grow their market share.

Singapore / Stock Pulse

Growth momentum remains strong for AEM

February 26, 2021
Growth momentum remains strong for AEM

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

UOB’s 4Q20 results above consensus

February 25, 2021
UOB’s 4Q20 results above consensus

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 / Equity Picks

Singapore Equity Picks

February 24, 2021
Singapore Equity Picks

Keeping up with the Ox

Economics Daily

  • Economics
  • Macro Strategy
  • Economics
  • Macro Strategy
Singapore / GDP

Macro Insights Weekly: Singapore’s green agenda

February 22, 2021
Macro Insights Weekly: Singapore’s green agenda

Singapore’s 2021 budget had to cater to both short-term economic headwinds and long-term sustainability imperatives.

India / GDP

India: Cyclical rebound and sticky inflation

February 22, 2021
India: Cyclical rebound and sticky inflation

The DBS GDP Nowcast model, which captures high-frequency data across key drivers, points to a continuation of the V-shaped recovery from the depths of the pandemic-led trough.

Indonesia / IDR

Indonesia: Dovish hold for the year, eye on the COVID-19 cu...

February 19, 2021
Indonesia: Dovish hold for the year, eye on the COVID-19 curve

Bank Indonesia lowered the 7-day reverse repo rate by 25bps to 3.5% on Thursday, in line with expectations.

Global / Rates,FX,Credit

Macro Strategy: Reflation tantrum?

February 26, 2021
Macro Strategy: Reflation tantrum?

Tantrums across UST, Credit and FX

Global / FX

FX Daily: Keep those seat belts buckled

February 26, 2021
FX Daily: Keep those seat belts buckled

DXY rebounded to 90.2 from its session low around 89.7.

Global / FX

FX Daily: AUD, NZD and GBP look overbought

February 25, 2021
FX Daily: AUD, NZD and GBP look overbought

AUD, NZD and GBP look expensive vs their inflation outlook.

Market Movers

  • Daily Digest
  • Weekly Insights
  • Strategy
  • Daily Digest
  • Weekly Insights
  • Strategy
Developed Markets / Market Newsfeed

News: Spike in US yields wreak havoc across markets

February 26, 2021
News: Spike in US yields wreak havoc across markets

Some speculate stimulus has left some areas of the economy at risk of one day overheating

Asia / Market Newsfeed

News: China dismisses US efforts to shift its supply chains

February 26, 2021
News: China dismisses US efforts to shift its supply chains

China hits back after President Biden signs order to review how America buys strategic goods

Global / Market Newsfeed

News: Oil benchmark revamp sees surge in swaps trading

February 26, 2021
News: Oil benchmark revamp sees surge in swaps trading

Supplies from Texas will also be included to set the measure

Global / FX Technicals

USD/CAD: USD bears reassert control

February 24, 2021
USD/CAD: USD bears reassert control

We should allow further room for USD on the downside

Global / FX Technicals

GBP/NZD: Looking for one more leg lower

February 23, 2021
GBP/NZD: Looking for one more leg lower

Kiwi strength stems from the RBNZ leading the hawkish repricing of monetary policy expectations

Global / FX Technicals

USD/JPY: Tracking higher US yields

February 17, 2021
USD/JPY: Tracking higher US yields

USD's advance could pause as the next Bank of Japan policy meeting on 19 March draws closer

Global / CIO Perspectives

Equity selloff on rising yield – stay calm and stay investe

February 26, 2021
Equity selloff on rising yield – stay calm and stay invested

Given the surge in enthusiasm in US equities, such optimism will not undergo acute reversal simply due to rising bond yields

Global / CIO Perspectives

More reasons to have gold in your portfolio

February 25, 2021
More reasons to have gold in your portfolio

We remain constructive on gold as a risk diversifier

Japan / CIO Weekly

The reinvigoration of Japan’s economy

February 24, 2021
The reinvigoration of Japan’s economy

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.