Research

Funds

Bond Connect sees solid demand

July 17, 2017

The Bond Connect programme, which was launched on 3 July, has been seeing solid demand; the RMB16bn bond issue by Agricultural Development Bank of China was ten times oversubscribed.

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China opens up onshore debt to foreigners

July 03, 2017

From July 3, China will allow foreign institutions to buy onshore debt in Hong Kong through Bond Connect, a step towards opening up the Chinese market.

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Unlocking Golden Shoe's hidden value

July 14, 2017

CapitaLand, CapitaLand Commercial Trust, and Mitsubishi Estate are redeveloping Golden Shoe Car Park for S$1.82b, signalling their confidence in Singapore’s office sector.

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Office REITs remain undervalued

June 22, 2017

We believe investor scepticism over the value of Singapore's Grade-A office buildings is unwarranted and maintain our overweight on the office sector. Our top pick remains Keppel REIT.

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More capital raising ahead for Chinese banks

June 13, 2017

Our analysis indicates CITIC and China Minsheng Banking may still face pressure to raise their CET1 levels by 2019 even after accounting for their respective plans to issue convertible bonds.

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Thailand Future Fund to Boost Sector

January 17, 2017

The infrastructure fund is expected to boost the earnings of Thailand's construction companies this year. We like CK and STEC.

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Opportunities in ASEAN Integration

October 19, 2016

The ASEAN Economic Community (AEC) was officially launched at the end of 2015. In this report, we look at the implications of the AEC for the region's banking sector.

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Insurance

Eldercare in China: A Sunrise Industry

December 16, 2016

To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close...

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Where Is Southbound Money Headed?

September 13, 2016

China insurers can now invest in Hong Kong-listed companies via the Shanghai-Hong Kong stock connect and we believe that the new inflows will benefit yield plays and large caps.

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