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Group Research - Econs, Taimur Baig17 Sep 2025
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Macro Insights multimedia: Videos/Livestream/Podcast Series

DateReport
September 10, 2025Macro Insights Livestream September: FX bifurcation HTML
September 3, 2025Kopi Time E160: Eswar Prasad on Stablecoins HTML
August 21, 2025Digital Assets Update 3Q25: Embracing tokenization and stablecoins  HTML
August 20, 2025Kopi Time E159: Mark Domitrak on consumer and corporate sentiment HTML
August 13, 2025Macro Insights Livestream August: Tariffs and stablecoins HTML
August 6, 2025Kopi Time E158: Lauri Myllyvirta on green energy and climate tech HTML
July 23, 2025Kopi Time E157: Apollo's Torsten Slok on the US economy HTML
June 25, 2025Kopi Time E156: 2H25 outlook and Ask Me Anything! HTML
June 12, 2025Kopi Time E155: Capital Wars with Dr. David Skilling  HTML
May 28, 2025Kopi Time E154: Chatib Basri on Indonesia’s present and future HTML
May 27, 2025FX Quarterly 2Q 25 Webinar : Cracks in the USD’s status HTML
May 22, 2025Webinar: Digital Assets Update 2Q25: US Crypto Expansion  HTML
May 21, 2025Kopi Time E153: Prof Danny Quah on the fracturing world order HTML
May 6, 2025Macro Insights Livestream May: Widening tail risks HTML
April 30, 2025Kopi Time E152: IMF’s Asia head Krishna Srinivasan on tariffs and the region HTML
April 23, 2025Webinar: China 2025-40 Outlook: Tech and policy foundation HTML
April 9, 2025Kopi Time E151: Private equity with Alicia Gregory, Blue Owl HTML
April 9, 2025Macro Insights Livestream: Asean amid geoeconomic fragmentation HTML
April 4, 2025Webinar: Trump Tariffs: Economic and market implications  HTML
March 26, 2025Kopi Time E150: Piyush Gupta on the present and future of banking HTML
March 13, 2025Macro Insights Livestream, March: Tariff storm HTML
March 12, 2025Kopi Time E149: Longevity with Brian Kennedy HTML
February 11, 2025Macro Insights Livestream February: Tariff action-reactions  HTML
February 26, 2025Kopi Time E148: Private credit with Fitch’s Meghan Neenan HTML
February 12, 2025Kopi Time E147: Kishore Mahbubani on a fragmenting world HTML
January 28, 2025Webinar: ASEAN-6 2025 Outlook – Crosswinds HTML
January 28, 2025Kopi Time E146: Trade war with Deborah Elms HTML
January 22, 2025Kopi Time E145: Markets and Trump 2.0  HTML
January 14, 2025Macro Insights Livestream January: Gearing up for Trump 2.0  HTML
December 20, 2024Kopi Time E144: 2025 outlook with Dr. Komal Sri-Kumar HTML
December 11, 2024Macro Insights Livestream December: Geopolitics and currencies HTML
December 5, 2024Kopi Time E143: Markets and policy path dependence with Mustafa Chowdhury HTML
November 27, 2024Kopi Time E142: Tech and security with Gaurav Keerthi HTML
November 20, 2024Webinar: Digital Assets Update 4Q24: Crypto frenzy HTML
November 20, 2024Kop Time E141: Ashish Gupta on India’s financial markets HTML
November 13, 2024Macro Insights Livestream November: Trump trades  HTML
November 11, 2024Kopi Time E140: US elections with Angela Mancini HTML
November 5, 2024Kopi Time E139: Fintech zeitgeist with Varun Mittal HTML
October 30, 2024Kopi Time E138: IMF notes; economic resiliency and financial risks HTML
October 23, 2024Kopi Time E137: US public debt and deficits with Shai Akabas HTML
October 15, 2024Macro Insights Livestream October: Risk divergence HTML
October 9, 2024Kopi Time E136: Drew Thompson on Taiwan from multiple perspectives HTML
October 2, 2024Kopi Time E135: Techno-nationalism with Alexander Capri HTML
September 18, 2024Kopi Time E134: Vasuki Shastry on India’s manufacturing future HTML
September 12, 2024
Macro Insights Livestream September: Complacent markets at the final third of the year HTML
September 11, 2024Kopi Time E133: Dr. Jennifer Sciubba on contextualising demography HTML
September 4, 2024Kopi Time E132: GIC’s Prakash Kannan on global macro and asset allocation HTML
August 21, 2024Kopi Time E131: SE Asia 2024-34 with Charles Ormiston HTML
August 19, 2024Macro Insights Livestream August : The great unwinding HTML
August 7, 2024Kopi Time E130: Shekhar Aiyar on the case for globalisation HTML
July 22, 2024Webinar: China’s onshore bond and FX markets - a primer  HTML
July 10, 2024Macro Insights Livestream: Calibrated Fed easing; China's uneven recovery HTML
July 24, 2024Kopi Time E129: James Crabtree on the geopolitics of elections  HTML
June 26, 2024Kopi Time E128: Payments trends with Mastercard's David Mann  HTML
June 7, 2024Kopi Time E126: Gen AI with Microsoft’s Zia Zaman HTML
June 5, 2024Macro Insights Livestream: Pitfalls of an everything rally HTML
May 31, 2024Kopi Time E125: China from a US business perspective with Mitchell Presnick HTML
May j27, 2024Kopi Time E124: Indonesia outlook with Reformasi’s Kevin O'Rourke HTML
May 16, 2024Digital Assets Update 2Q24: Base broadening  HTML
May 16, 2024Kopi Time E123: Control Risks’ Nicolas Reys on Cybersecurity HTML
May 10, 2024Macro Insights Livestream, May: Implications of higher-for-longer HTML
April 26, 2024Digital Assets 2Q24 Update: Crypto flows and drivers, Tuesday, May 14th,  4PM SGT HTML
April 30, 2024Kopi Time E122: Development multilateralism with Atlantic Council’s Martin Mühleisen HTML
April 22, 2024Kopi Time 121: IMF meetings takeaways with pwc’s Dr. Alexis Crow HTML
April 8, 2024Kopi Time E120: Henny Sender on China, Hong Kong, and India HTML
April 4, 2024Macro Inishgts Livestream: Time to shed complacency HTML
April 1, 2024Kopi Time E119: Angela Mancini on geopolitics and business risks HTML
March 4, 2024Macro Insights Livestream: Risk asset rebound, HK’s future, Singapore’s budget HTML
March 6, 2024Kopi Time E118: Bert Hofman on China’s NPC, deflation, trade/tech war, industrial policy HTML
February 21, 2024Kopi Time E117: Munib Madni on the Gigaton coalition to decarbonize HTML
February 8, 2024Macro Insights Livestream: Calm markets; geopolitical unrest HTML
February 1, 2024Digital Assets Update 1Q24: Crypto’s rebound HTML
January 18, 2024Kopi Time E116: Caesar Sengupta on the present and future of e-payments and investment HTML
January 18, 2024Kopi Time E115: Vandana Hari on energy market outlook and risks HTML
January 12, 2024Macro Insights Livestream, January: Assessing our forecasts HTML
December 14, 2023Kopi Time E114: US markets with Dr. Komal Sri-Kumar HTML
December 6, 20232024 Markets and Economic Outlook: Soft landing? HTML
November 30, 2023Macro Insights Webinar: US rates and credit outlook HTML
November 29, 2023Kopi Time E113: World Bank’s S Asia Chief Economist Franziska Ohnsorge on the region’s outlook HTML
November 15, 2023Kopi Time E112: Charles Ormiston on making the most of out of geopolitics HTML
November 8, 2023Macro Insights Livestream: Wars and currency wobble HTML
November 1, 2023Kopi Time E111: Dirk and Lelya Eichelberger on sustainable fishing and its offshoots HTML
October 27, 2023Webinar: Digital Assets Update 4Q23: High interest rates and digital assets HTML
October 18, 2023Kopi Time E110: Notes from Marrakech: Polycrisis and resilience HTML
October 4, 2023Macro Insights Livestream: China outlook and electronics cycle HTML
October 4, 2023 Kopi Time E109: Dr. Tony Annett on economics and Catholicism HTML

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Macro Strategy Daily

DateReport
September 17, 2025Indonesia markets: Fiscal play, monetary pause likely (Radhika Rao) HTML
September 17, 2025USD Rates: Tightness in SOFR & an easy fix (Eugene Leow) HTML
September 17, 2025FX Daily – USD weaker on divergent monetary policy outlook (Philip Wee) HTML
September 16, 2025Macro Insights Portal, DACS: Mitigating China LGFV risks (Chang Wei Liang) HTML
September 16, 2025Thai Rates: New short-term government to face constraints; bond yields pressured (Chua Han Teng) HTML
September 16, 2025India markets: Export frontloading moderates, US rep visits (Radhika Rao) HTML
September 16, 2025FX Daily: AUD hit new highs for the year (Philip Wee) HTML
September 12, 2025Eurozone rates: ECB pauses, strong EUR caps inflation (Radhika Rao) HTML
September 12, 2025India markets: Bonds get a breather, rupee dips (Radhika Rao) HTML
September 12, 2025CNY rates: Improving inflations are cold comforts (Samuel Tse) HTML
September 12, 2025USD & EUR Rates: Rise in jobless claims overshadows CPI; Bund curve bear flattens on end of cut cycle (Eugene Leow) HTML
September 12, 2025FX Daily: Giving Indonesia the benefit of the doubt (Philip Wee) HTML
September 11, 2025USD Rates: Benign PPI & the duration grab (Eugene Leow) HTML
September 11, 2025EUR Rates: OATs are reflecting considerable risk premium (Eugene Leow) HTML
September 11, 2025Indonesia markets: New Finance Minister (Radhika Rao) HTML
September 11, 2025FX Daily:  EUR consolidates with ECB and geopolitical risks on watch (Chang Wei Liang) HTML
September 10, 2025USD Rates: Stagflation worries (Eugene Leow) HTML
September 10, 2025FX Daily: SGD NEER retreats further from its peak (Philip Wee) HTML
September 9, 2025Interest Rates Analytics: HIBOR rebound  (Eugene Leow, Samuel Tse) HTML
September 9, 2025Indonesia markets: Cabinet reshuffle leads to Finance Minister’s exit (Radhika Rao) HTML
September 9, 2025Vietnam: Delaying policy rate cuts; exports cooling but the economy is holding up (Chua Han Teng) HTML
September 9, 2025FX Daily: Fed cut hopes offset political worries (Philip Wee) HTML
September 5, 2025MYR rates: Steady MGS yields amid BNM’s neutral pause (Chua Han Teng, Samuel Tse) HTML
September 5, 2025FX Daily:  Watching US payrolls and political events (Chang Wei Liang) HTML
September 4, 2025India markets: GST rationalisation to be demand-accretive, modest fiscal cost (Radhika Rao) HTML
September 4, 2025Indonesia rates: BI plans to participate in ‘burden-sharing’ to be bond-supportive (Radhika Rao) HTML
September 4, 2025FX Daily: Staying alert to US labour market weakness (Philip Wee) HTML
September 3, 2025USD Rates: Whiff of unease as September starts (Eugene Leow) HTML
September 3, 2025FX Daily: JPY reacts to political headwinds, not a crisis (Philip Wee) HTML
September 2, 2025Macro Insights Portal, DEER: USD/JPY likely to ease (Chang Wei Liang) HTML
September 2, 2025 Thailand: Bracing for a new government amid growth slowdown prospects (Chua Han Teng) HTML
September 2, 2025South Korea markets: Assessing the new administration’s first 100 days (Ma Tieying) HTML
September 2, 2025 India markets: SCO summit takeaways, rupee feels tariff heat (Radhika Rao) HTML
September 2, 2025USD Rates: Messy if NFP turns out strong (Eugene Leow) HTML
September 2, 2025 FX Daily: Metals rally, IDR and THB regain footing (Philip Wee) HTML
August 29, 2025HKD rates: Rebound of HIBOR to ease (Samuel Tse) HTML
August 29, 2025FX Daily:  RMB gains to continue amid policy guidance (Chang Wei Liang) HTML
August 28, 2025USD Rates: Bi-modal outcome from March next year? (Eugene Leow) HTML
August 28, 2025FX Daily: FOMC to matter more after BSP and BOK decisions today (Philip Wee) HTML
August 27, 2025India and Indonesia bonds diverge, likely stretched at current levels (Radhika Rao) HTML
August 27, 2025DM Rates: Stresses in pockets / tactical flattening in UST curve (Eugene Leow) HTML
August 27, 2025FX Daily: Guarding against complacency – Fed’s independence risks vs. France’s political crisis (Philip Wee) HTML
August 26, 2025Macro Insights Portal, GDP Nowcast: Singapore’s GDP growth likely to moderate in 3Q (Chua Han Teng, Daisy Sharma) HTML
August 26, 2025USD Rates: Dovish Fed bets keeping vols low (Eugene Leow) HTML
August 26, 2025FX Daily – USD whips on data but wilts on Trump (Philip Wee) HTML
August 22, 2025CNY and CNH rates: Steepening curve (Samuel Tse) HTML
August 22, 2025FX Daily:  Awaiting Powell’s Jackson Hole speech (Chang Wei Liang) HTML
August 21, 2025USD Rates: Steep implied real yield curve could be reflecting Trump’s influence (Eugene Leow) HTML
August 21, 2025Indonesia rates: BI cuts; markets eye 2026 Budget targets (Radhika Rao) HTML
August 21, 2025FX Daily: Powell’s balancing act at Jackson Hole (Philip Wee) HTML
August 21, 2025India markets: RBI minutes show sensitivity to tariff impact; GST relief will be timely (Radhika Rao) HTML
August 20, 2025SGD Rates: Wary after a long period of outperformance (Eugene Leow) HTML
August 20, 2025FX Daily: Assessing EUR’s recent softness and INR’s recovery (Philip Wee) HTML
August 19, 2025Macro Insights Portal, Asset Risks: Benign equities risk score; Avoiding worst of US tariffs for now (Chua Han Teng, Daisy Sharma) HTML
August 19, 2025HKD rates: Volatile HIBORs ahead (Samuel Tse) HTML
August 19, 2025FX Daily: Looking past short-term doubts, focused on the long game HTML

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Economics & Macro Strategy Flash 


DateReport
September 16, 2025China: Slipping momentum amid policy uncertainty HTML
September 1, 2025Indonesia: Protests, politics and policies HTML
August 26, 2025India: Inflation targeting – still FIT for purpose? HTML
August 19, 2025China: Capacity reduction campaign weighs on activity HTML
August 18, 2025Singapore: National Day Rally 2025 – Focus on tariffs, tech, and jobs HTML
August 13, 2025US CPI print provides room for modest rate cuts HTML
August 12, 2025Singapore: Challenging 2H outlook amid tariff headwinds HTML
August 5, 2025Indonesia: Growth speed-bump ahead HTML
August 5, 2025FX: DEER recommendations (August 2025) HTML
August 1, 2025Hong Kong SAR: 2Q growth fuelled by supportive policy HTML
July 31, 2025South Korea: A “comprehensive” trade deal HTML
July 25, 2025India: Disinflationary phase and path ahead HTML
July 14, 2025Singapore: 2H25 slowdown after skirting technical recession HTML
July 3, 2025Crypto Digest: Crypto heading to Wall Street HTML
July 2, 2025India: Domestic anchor amidst external crosswinds HTML
June 16, 2025China: Policy focuses on liquidity support  HTML
June 6, 2025India: RBI provides a double-barrelled boost HTML
June 4, 2025Crypto Digest: US stablecoin bill is coming soon HTML
May 29, 2025Eurozone: Trade tensions simmer HTML
May 21, 2025China: PBOC ramps up easing to spur growth HTML
May 15, 2025India: Trade thaw, agreements and tailwinds HTML
May 13, 2025Taiwan: Appreciation impacts HTML
May 8, 2025Indonesia: Tracking the growth pulse HTML
May 7, 2025FX: DEER recommendations (May 2025) HTML
May 7, 2025China: Stimulus ahead of US/China trade talks HTML
April 16, 2025Indonesia’s macro and tariff overhang HTML
March 17, 2025China: Recovery in the making  HTML
March 5, 2025Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML
March 5, 2025China NPC: Around 5% GDP growth target set for 2025 HTML
March 3, 2025Eurozone & Japan: Navigating tariff headwinds HTML
February 27, 2025HK Budget: Supporting growth, reducing deficit HTML
February 25, 2025India: Growth uptick likely, tariff turbulence ahead HTML
February 14, 2025Singapore: Resilient 1H25 outlook amidst uncertain times HTML
February 13, 2025Taiwan: Tariff risk assessment  HTML
February 3, 2025Hong Kong SAR: Export-led growth in ‘24; tariffs cloud the outlook HTML
February 3, 2025FX: DEER recommendations (Feb 2025) HTML
February 1, 2025India’s budget delivers, implementation is key HTML
January 24, 2025Singapore: A dovish tilt on rising uncertainties HTML
January 17, 2025FX: DEER strategy evaluation and risks HTML
January 17, 2025China achieved 5% growth in ‘24; could ’25 be the same? HTML
January 2, 2025Singapore: Bright growth prospects despite geopolitical risks HTML
December 4, 2024Crypto Digest: Pro-Crypto Shifts in Trump's Era  HTML
November 22, 2024Singapore: Solid growth but some uncertainties HTML
November 15, 2024China: Signs of stabilisation on decisive stimulus HTML
November 8, 2024China: NPC unveils new stimulus; keeps some powder dry HTML
November 6, 2024Trump win and the global macro narrative HTML
November 6, 2024India: On-track fiscal consolidation, capex catch-up HTML
November 5, 2024Indonesia: Growth speed-bump, cabinet affirms continuity HTML
November 1, 2024Hong Kong SAR: Faltering growth momentum HTML
October 18, 2024China: Sub-5% 3Q growth calls for more stimulus HTML
October 16, 2024Indonesia: Rate pause, new government HTML
October 16, 2024HK policy address: More growth boosting measures HTML
October 14, 2024Singapore: Better growth, lower inflation, steady policy HTML
October 10, 2024Crypto Digest: US politics’ influence on sentiment HTML
October 9, 2024India: Rate pause amidst strong foreign reserves, eye on oil  HTML
September 24, 2024China: New round of stimulus HTML
September 23, 2024Japan & Eurozone: On their own beat HTML
September 20, 2024Taiwan: More credit controls and RRR hike HTML
September 18, 2024Indonesia: Accommodative turn in monetary and fiscal policy HTML
September 16, 2024China: Sluggish domestic demand HTML
September 4, 2024Crypto Digest: Outflows stabilizing across Ether ETFs  HTML
August 19, 2024Singapore: National Day Rally 2024 – policies for inclusive growth HTML
August 19, 2024USD Rates: Fed’s QT end-game HTML
August 15, 2024China: Broad-based slowdown  HTML
August 13, 2024Singapore: Labour productivity gains supporting growth HTML
August 8, 2024India RBI monetary policy: Hawkish undertones HTML
August 6, 2024FX: DEER recommendations (Aug 2024) HTML
August 5, 2024Indonesia: Steady growth beat, pockets of vulnerability HTML
August 1, 2024Hong Kong SAR: Strong growth despite subdued consumption HTML
July 31, 2024Japan: Gentle QT and strategic rate hike HTML
July 26, 2024Singapore: MAS’s dovish hold HTML
July 23, 2024China : The 3rd Plenum - Deepening reform  HTML
July 22, 2024India Budget preview: Lean on expenditure multipliers HTML 
July 15, 2024China: 2Q GDP weakens & Third Plenum outlook HTML
July 12, 2024Singapore: Lifting 2024 growth forecast on external upturn HTML
July 8, 2024India: Exploring the degrees of capex uplift HTML
June 14, 2024Taiwan: Credit controls and RRR hike HTML
June 5, 2024India elections: Political continuity in a tight race  HTML
May 23, 2024Singapore: On track for 2%+ growth in 2024 HTML
May 17, 2024China: Mixed data underscore need for more easing HTML 
May 16, 2024Japan: GDP weakness and yen debates HTML 
May 8, 2024Singapore: Implications of foreign capital inflows HTML 
May 7, 2024FX: DEER recommendations (May 2024)  HTML 
May 3, 2024Hong Kong SAR: Export led 1Q GDP rebound  HTML 
April 29, 2024Japan: Policy normalisation delayed  HTML 
April 24, 2024Bank Indonesia’s proactive hike  HTML 
April 16, 2024China: Revising up GDP growth forecast to 5% HTML 
April 16, 2024India’s poll manifestos weigh continuity vs. populism HTML 
April 12, 2024Singapore: A steady SGD policy for balanced risks HTML
April 11, 2024Thailand: Door for rate cut remains open after April’s patience HTML
April 9, 2024China: Ties with the US amid trade tensions HTML
April 5, 2024India: RBI's comfortable hold HTML
March 22, 2024RMB: Between geopolitical risks and policy stability HTML
March 22, 2024Taiwan: Understanding the CBC rate hike HTML
March 20, 2024Indonesia: Restrained doves HTML
March 19, 2024Japan: The end of NIRP and YCC HTML
March 18, 2024China: Emerging bottom-up recovery signs HTML
March 12, 2024China: Recovery signs emerge despite lingering risks HTML
March 5, 2024China: Growth target lifts easing expectations HTML
March 1, 2024India: Strong growth print and implications HTML
February 29 2024HK budget: Targeted supports, broader revitalization HTML
February 20, 2024India: Favourable current account cues HTML
February 15, 2024Indonesia elections: Exit polls produce a clear winner HTML
February 15, 2024Singapore: Recovery ahead despite a softer 4Q23 upturn HTML
February 1, 2024India Budget review: Pragmatism over populism HTML
February 1, 2024Hong Kong: Beyond technical rebound HTML
February 1, 2024Taiwan: 3% growth on track HTML
January 29, 2024Singapore: MAS not letting its guard down HTML
January 18, 2024Singapore: Unchanged MAS policy in January HTML
January 17, 2024Indonesia: Lower bond supply risk for 2024, BI on hold HTML
January 17, 2024China data review; liquidity injection in the pipeline HTML
January 16, 2024India’s interim budget to retain a progressive outlook HTML
January 15, 2024Taiwan: Economic outlook after elections HTML
January 2, 2024Singapore: Emerging recovery HTML
December 15, 2023China: Slow growth amid rising real funding costs  HTML
November 23, 2023RMB and JPY: Lifted by geopolitics and falling rates HTML
November 22, 2023Singapore: Gradual recovery ahead HTML
November 14, 2023Thailand: Digital wallet scheme a fiscal burden HTML
November 6, 2023FX: DEER recommendations (November 2023) HTML
October 30, 2023Forward Singapore: A roadmap towards resilience HTML
October 19, 2023Bank Indonesia guns for rupiah stability with a surprise hike HTML

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Macro Insights Weekly/Week Ahead


DateReport
September 15, 2025Macro Insights Weekly: The no-recession scenario HTML
September 12, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
September 8, 2025Macro Insights Weekly: India’s revised playbook HTML
September 5, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
September 1, 2025Macro Insights Weekly: The post Fed-capitulation phase HTML
August 29, 2025The Week Ahead: Bank Negara; August CPI/trade; US payrolls HTML
August 25, 2025Macro Insights Weekly: Age of stablecoins HTML
August 22, 2025The Week Ahead: Jackson Hole, central bank meetings, data watch HTML
August 18, 2025Macro Insights Weekly: Shifting fault lines in the global debt market HTML
August 15, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
August 11, 2025Macro Insights Weekly: Upside risks to US inflation HTML
August 8, 2025The Week Ahead: Forecasts, data preview, central bank watch HTML
August 4, 2025Macro Insights Weekly: Persistence of tariff turbulence HTML
August 1, 2025The Week Ahead: RBI meeting; China trade; Indonesia GDP HTML
July 28, 2025Asia’s waning growth momentum in 3Q HTML
July 21, 2025Rising portfolio allocation to Asia  HTML
July 14, 2025Second tariff deadline: reciprocity or retaliation?  HTML
July 7, 2025Liberation Day 2.0: Weighing options HTML
June 30, 2025What does weaker Dollar mean for China and HK? HTML
June 23, 2025Slowdown delayed, not denied HTML
June 16, 2025Middle East tensions and global implications HTML
June 9, 2025Trade distortion/diversion HTML
June 2, 2025Debt reckoning HTML
May 26, 2025Gold and geoeconomics HTML
May 19, 2025Inflation watch (only in the US) HTML
May 13, 2025A summer respite HTML
May 5, 2025Wither green transition? HTML
April 28, 2025Notes from IMF: Widening tail risks HTML
April 21, 2025Six dimensions of US trade negotiations HTML
April 14, 2025Spillover from Trump’s policy “flexibility HTML
April 7, 2025Asia’s playbook for Trump’s tariff storm HTML
April 1, 2025Growth momentum in Asia HTML
March 24, 2025The case for Europe  HTML
March 17, 2025The uncertainty trade HTML
March 10, 2025Recession watch?  HTML
March 3, 2025Hong Kong’s way forward HTML
February 24, 2025China’s offset to property market distress HTML
February 17, 2025100 days of President Prabowo HTML
February 10, 2025India’s macro strategy HTML
February 3, 2025Coming US economic noise and Fed  HTML
January 27, 2025Impact of Trump’s first week in office HTML
January 20, 2025The coming trade shock and Asia HTML
January 13, 2025Soaring bond yields and the global economy HTML
January 6, 2025Economic scorecard for 2024 HTML
December 9, 2024Notes from UK/Europe HTML
December 2, 2024Resilient Singapore HTML
November 25, 2024“Melt-up risks” HTML
November 18, 2024Trade War and USD HTML
November 11, 2024Trump’s world and Asia’s playbook HTML
November 4, 2024US elections and the 2025 macro narrative HTML
October 28, 2024IMF Notes: Economic resiliency and financial risks HTML
October 21, 2024How would Indonesia go past 5% growth? HTML
October 14, 2024Support for US consumers HTML
October 7, 2024Middle East tensions and Asia HTML
September 30, 2024China stimulus to the fore HTML
September 23, 2024End of inflation scare? HTML
September 16, 2024Downshifting yield curves HTML
September 9, 2024Assessing global growth momentum HTML
September 2, 2024Complacent mood for the final stretch of 2024 HTML
August 26, 2024Currency storm still simmering HTML
August 20, 2024Digital Assets Update 3Q24: Crypto and US politics  HTML
August 19, 2024Putting the inflation genie back in the 2% bottle HTML
August 12, 2024Singapore at 59 HTML
August 5, 2024Slowdown cometh? HTML
July 29, 2024US elections and markets HTML
July 22, 2024Global trade humming again HTML
July 15, 2024ASEAN-6 - Go with the (portfolio) flow HTML
July 1, 2024De-dollarisation update HTML
June 21, 2024High rates and property prices HTML
June 18, 2024Inversion of stagflation risks HTML
June 10, 2024Pitfalls of an everything rally HTML
June 3, 2024China trip notes: Isolating Property Sector Risks HTML
May 27, 2024Resiliency of US residential housing market HTML
May 20, 2024Credit rally amidst monetary tightening HTML
May 14, 2024Digital Assets Update 2Q24 : Base Broadening  HTML
May 13, 2024FX storm brewing HTML
May 6, 2024A year without rate cuts? HTML
April 29, 2024Global growth looks good for 2Q24 HTML
April 22, 2024Notes from IMF meetings: Shocks and resilience HTML
April 15, 2024What if 2% inflation remains elusive? HTML
April 8, 2024Implications of the strong US labour market  HTML
April 1, 2024What to make of the commodity cycle? HTML
March 25, 2024Time to shed complacency HTML
March 18, 2024Economic implication of shifting yield curves HTML
March 11, 2024China after the NPC HTML
March 4, 2024A health-check on Hong Kong SAR HTML
February 26, 2024A health-check on India HTML
February 19, 2024A health-check on China HTML
February 13, 2024Implications of a “no-landing” scenario HTML
February 7, 2024Digital Assets Update 1Q24: Crypto’s rebound HTML
February 5, 2024Singapore’s brightening semiconductor outlook HTML
January 29, 2024Complacent markets HTML
January 22, 2024Mild recovery in Asian exports HTML
January 15, 2024Assessing disinflation HTML
January 8, 2024Rate cuts? Not so fast HTML
December 11, 2023Three scenarios for 2024 HTML
November 27, 2023A welcome dollar correction HTML
November 20, 2023Fed and ECB’s balance sheet headaches HTML
November 14, 2023US treasury supply and demand HTML
November 6, 2023Fed pause and the Asia upside HTML
October 30, 2023USD strength and Asian FX: Manageable risks HTML
October 23, 2023Wars, high rates, asset prices HTML
October 16, 2023Notes from Marrakech: Polycrisis and resilience HTML
October 9, 2023Rising yields the last hurrah of this cycle HTML
October 2, 2023What to make of the US treasury selloff HTML

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Focus & Thematic


DateReport
August 21, 2025Digital Assets Update 3Q25: Embracing tokenization and stablecoins HTML
August 6, 2025India: Neutral pause, watching liquidity and tariffs  HTML
July 29, 2025ASEAN-6 2025-40: The next leap HTML
July 4, 2025Taiwan: Appreciation impacts – a historical perspective HTML
June 17, 202527-country macro risk analysis: Annual update HTML
June 13, 2025G3 Rates: Shifting gears HTML
May 28, 2025Hong Kong: What does HIBOR’s plunge mean?  HTML
May 20, 2025FX Quarterly 2Q 25: Cracks in the USD’s status HTML
May 5, 2025Singapore: Implications of a strong PAP election victory HTML
April 23, 2025Singapore’s economy and markets around elections HTML
April 9, 2025China 2025-40 Outlook–Tech and policy foundation HTML
February 21, 2025Digital Assets Update 1Q25: Post euphoria HTML
February 17, 2025USD Rates: Options to lower long-term yields HTML
February 14, 2025Indonesia: 100 days of Prabowo marked by high ratings HTML
February 13, 2025FX Quarterly 1Q 25: USD volatility amid tariff noise HTML
January 21, 2025India Budget preview: Striking a balance HTML
January 20, 2025ASEAN-6 2025 Outlook: Crosswinds HTML
January 7, 2025Rates: Neutral in Trump 2.0  HTML
November 29, 2024Singapore’s Dynamic Outlook in 2025 HTML
November 19, 2024Digital Assets Update 4Q24: Crypto frenzy  HTML
November 7, 2024Defying the trend: Economic Outlook and Market Strategy for 2025 HTML
October 11, 2024India & ASEAN-6: Scope to strengthen economic synergyl HTML
October 4, 2024Taiwan 4Q outlook: Cooling but stablel HTML
September 30, 2024Digital currencies: Perspectives and potential HTML
September 13, 2024Understanding China: Greater Bay Area: China’s economic powerhouse #2  HTML
September 9, 2024India: Slower inflation profile and liquidity nuance HTML
September 3, 2024Singapore: Evolving current account dynamics HTML
August 8, 2024ASEAN-6: Counting on trade, eye on risks  HTML
August 1, 2024Navigating High Winds: Southeast Asia Outlook 2024 – 34  HTML
July 23, 2024India Budget: Consolidation without expenditure compromise HTML
July 22, 2024China’s onshore bond and FX markets – a primer HTML
July 10, 2024Taiwan has demonstrated a strong exports-driven recovery in 1H, aligning with our earlier forecast for a global tech sector rebound HTML
July 4, 2024DEER: What drives the USD/JPY misalignment?  HTML
June 25, 2024Taiwan’s outbound investment: latest developments and outlook HTML
June 19, 202427-country macro risk analysis: Annual update HTML
June 4, 2024Understanding China: Greater Bay Area: China’s economic powerhouse HTML
May 24, 2024India’s elections and evolving data  HTML
May 8, 2024Singapore: Implications of foreign capital inflows  HTML
April 17, 2024ASEAN-6: Are the tourists back?  HTML
April 8, 2024Taiwan: Rebounding 2Q demand amid earthquake risks HTML
March 26, 2024India: Onshore bond and FX markets Primer (Update) HTML
March 19, 2024Singapore: Assessing core inflation HTML
February 26, 2024Hong Kong SAR: Game over? Hardly  HTML
February 19, 2024Singapore Budget 2024: Support for the long haul HTML
February 2, 2024FX: DEER recommendations (February 2024) HTML
January 31, 2024Singapore Budget 2024: Growth supportive stance HTML
January 12, 2024FX: Assessing the DEER strategy HTML
January 8, 2024ASEAN-6 2024 Outlook: Cautious optimism HTML
December 13, 2023Indonesia 2024 Outlook: Higher gear HTML
December 13, 2023Taiwan 2024 Outlook: Opportunities amid uncertainty HTML
December 11, 20232024 Outlook: Advantage India HTML
December 7, 2023Hong Kong SAR Macroeconomic Outlook: Upholding recovery HTML
December 5, 20232024 Markets and Economic Outlook: Soft landing? HTML
December 4, 2023Singapore Outlook 2024: A year of renewal HTML
December 1, 2023China 2024 Macroeconomic outlook: A New Model HTML
November 10, 2023Taiwan: Economic trends around elections HTML
November 9, 2023How to assess the fair value for SGD HTML
October 31, 2023India’s economy and markets around elections HTML
October 27, 2023Japan: BOJ policy preview and JPY implications HTML
October 20, 2023JPY and RMB: Rising risks of policy smoothing HTML
October 12, 2023The rise of Chinese capital in ASEAN HTML
October 11, 2023India: Macro impact of high oil and fresh geopolitical risks HTML
October 10, 2023ASEAN-6: Tailwinds from supply chain reconfiguration HTML
October 10, 2023Taiwan 4Q outlook: A U-shaped recovery HTML

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Chart Book


DateReport
September 4, 2025Chartbook: Johor-Singapore Special Economic Zone spurring investments HTML
August 18, 2025Thailand chartbook: Slower 2H25 growth on multiple headwinds HTML
August 8, 2025Philippines Chartbook: Gaining balance HTML
July 8, 2025Singapore chartbook: MAS to “wait and see” in July HTML
May 21, 2025Chartbook: Tracking US tariff impacts on Asia HTML
May 20, 2025Thailand chartbook: Growth threatened by tariff uncertainty HTML
April 7, 2025Singapore chartbook: Trade war and scope for MAS easing HTML
March 27, 2025Chartbook: Asia’s exposure to US tariffs  HTML
January 20, 2025Singapore chartbook: No urgency to adjust SGD NEER policy HTML
November 19, 2024Thailand chartbook: Recovery in a challenging landscape HTML
October 3, 2024Singapore chartbook: Keeping SGD strength; balancing disinflation and growth HTML
September 19, 2024Johor-Singapore Special Economic Zone (JS-SEZ)’s potential HTML
August 20, 2024Thailand chartbook: On track for growth rebound HTML
July 3, 2024Vietnam chartbook: Growth upturn with lingering inflation risks HTML
July 1, 2024Singapore chartbook: Scope for easier SGD policy in 2H24 HTML
June 27, 2024HKSAR chartbook: Resilience beyond cyclical headwinds  HTML
June 12, 2024Indonesia Chartbook: Political transition  HTML
May 31, 2024Taiwan Chartbook: Strong resilience and sustained recovery HTML
May 21, 2024Thailand chartbook: Cyclical bounce ahead; some lingering risks  HTML
April 30, 2024India chartbook: Higher gear HTML
April 25, 2024China chartbook: 2Q24 GDP growth tracking 5% HTML
April 2, 2024Singapore chartbook: Steady MAS policy in April’s review HTML
February 27, 2024Japan Chartbook: A fundamental check HTML
February 20, 2024Thailand chartbook: Stuck in low gear HTML

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Monthly

Sep 4, 2025Crypto Digest: Ether catches up amid rotation HTML
July, 3, 2025Crypto Digest: Crypto heading to Wall Street HTML
June, 4, 2025Crypto Digest: US stablecoin bill is coming soon HTML
April 3, 2025Crypto Digest: Corporate participation in Bitcoin markets  HTML
March 5, 2025Crypto Digest: Elevated crypto volatility amid risks  HTML
January 8, 2025Crypto Digest: Rising interest in sovereign Bitcoin reserves HTML
December 4, 2024Crypto Digest: Pro-Crypto Shifts in Trump's Era HTML
November 19, 2024Digital Assets Update 4Q24: Crypto frenzy HTML
October 9, 2024Crypto Digest: US politics’ influence on sentiment HTML
September 4, 2024Crypto Digest: Outflows stabilizing across Ether ETFs HTML
June 5, 2024Crypto Digest: Ethereum ETFs are coming HTML

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