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Group Research - Econs, Taimur Baig12 Jun 2024
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Macro Insights multimedia: Videos/Livestream/Podcast Series

DateReport
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
September 27, 2023Webinar: Tech Sector Recovery Insights  HTML
September 20, 2023Kopi Time E108: Chris Miller on Chip war HTML
September 6, 2023Kopi Time 107: Kishore Mahbubani on the Asian century versus the American century  HTML
September 5, 2023Macro Insights Livestream: Impact of US goldilocks  HTML
August 16, 2023Kopi Time E106: Prof Aurobindo Ghosh on inflation expectations and cost of living in Singapore HTML
August 2, 2023Kopi Time E105: Eswar Prasad on the future of money HTML
July 19, 2023Kopi Time E104: Wellington’s Santiago Millán, on China’s complexities HTML
July 5, 2023Macro Insights Livestream: Outlook for 2H23 HTML
June 21, 2023Kopi Time E103: Helge Muenkel on climate finance HTML
June 21, 2023Webinar: Digital Assets Update, 2Q23: Crypto, AI, CBDCs HTML
June 5, 2023Kopi Time E102: Mustafa Chowdhury on why rates will remain higher for longer HTML
June 5, 2023Macro Insights Livestream: Fading base effects HTML
May 31, 2023Kopi Time E101: Reviewing our top-10 episodes HTML
May 31, 2023Webinar - Asian banks: Liquidity, funding, and credit outlook HTML
May 16, 2023Webinar: Indonesia’s economic outlook and election cycle HTML
May 3, 2023Macro Insights Livestream: Financial market stress and the China offset HTML
May 3, 2023Kopi Time E100: Raghuram Rajan on fault lines in global finance and economy HTML
April 19, 2023Kopi Time E099: Professor Bernard Haykel on the Middle East, China, US HTML
April 10, 2023Singapore webinar: MAS policy coming to a pause HTML
April 5, 2023Kopi Time E098: Prem Bhatia on shifting sands in the tech start-up scene HTML
March 30, 2023Webinar: Digital Assets Update, 1Q23: Risk asset vs safe asset  HTML
March 22, 2023Kopi Time E097: Chatib Basri on Indonesia HTML
March 15, 2023Kopi Time E096: TIGER 21’s Greg Wells on a network for the ultra-wealthy HTML
March 13, 2023DBS Macro Insights Livestream March: Growth resilience and sticky inflation HTML
March 1, 2023Kopi Time E095: World Gold Council’s Shaokai Fan on the evolving nature of the demand and supply of gold HTML
February 15, 2023Kopi Time E094: IMF’s Asia head Krishna Srinivasan on the 2023 regional outlook HTML
February 9, 2023DBS Macro Insights Livestream February: Fading downsides HTML
February 1, 2023Kopi Time E093: China outlook with Bert Hofman HTML
January 19, 2023DBS Webinar: Top-10 trade ideas for 2023 HTML
January 18, 2023Kopi Time E092: Balyasny’s Archana Parkeh on global market opportunities in 2023 HTML
January 18, 2023China/HK webinar: The year of the rebound HTML
December 20, 2022Kopi Time E091: Dr. Nouriel Roubini on megathreats HTML
December 5, 2022Outlook 2023: Managing Polycrisis HTML
November 30, 2022Kopi Time E090: Dr. Torbjörn Becker on Ukraine-Russia HTML
November 21, 20228 Global Economy Insights from Singapore FinTech Festival 2022 HTML
November 16, 2022Kopi Time E089: Stuart Haber, co-inventor of blockchain, on its genesis and current state HTML
November 1, 2022DBS Macro Insights Webinar: China after the Party Congress HTML
November 1, 2022Kopi Time E088: Dr. Lynn Loo on decarbonising international shipping HTML
October 17, 2022Kopi Time E087: Notes from IMF meetings in Washington HTML
October 5, 2022Kopi Time E086: OMFIF’s David Marsh on the Sterling crisis and UK HTML
October 5, 2022DBS Macro Insights Livestream October: Higher rates, lower growth, volatile currencies HTML
September 28, 2022Kopi Time E085: Ila Patnaik on India’s economy and the politics of welfare delivery HTML
September 14, 2022Kopi Time E084: The Woke Salaryman on financial literacy HTML
September 6, 2022DBS Macro Insights Livestream September: Rates, inflation, growth, supply chain HTML
August 31, 2022Kopi Time E083: Munib Madni on climate investing HTML
August 17, 2022Webinar: SGD and SGS in global stage; some considerations HTML
August 17, 2022Kopi Time E082: Carin Smaller on global food security HTML
August 10, 2022Webinar:  China’s macro uncertainties: from bank credit to property sector HTML

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Macro Strategy Daily

DateReport
June 12, 2024Asia rates: CGB, IGB, and MGS outperform (Samuel Tse) HTML
June 12, 2024USD Rates: One more look at inflation before FOMC decision  (Eugene Leow) HTML
June 12, 2024FX Daily: FOMC and US CPI data today (Philip Wee) HTML
June 11, 2024Macro Insights Portal, DEER: JPY stays highly undervalued despite intervention (Chang Wei Liang) HTML
June 11, 2024G3 Rates: Steepening drift (Eugene Leow) HTML
June 11, 2024Malaysia: Diesel subsidy rationalisation reflects willingness for fiscal reforms (Chua Han Teng) HTML
June 11, 2024FX Daily: Macron’s election gambit weighs on EUR (Chang Wei Liang) HTML
June 7, 2024Eurozone: ECB begins to loosen policy brakes (Radhika Rao) HTML
June 7, 2024FX Daily: Mixed EUR with JPY staying supported (Chang Wei Liang)  HTML
June 6, 2024CNY rates: Mixed data prints (Samuel Tse) HTML
June 6, 2024FX Daily: ECB to join BOC in lowering top level restriction in interest rates (Philip Wee) HTML
June 5, 2024India rates: Ruling coalition retains majority in a tight race (Radhika Rao) HTML
June 5, 2024Indonesia rates: Benign inflation keeps focus on global cues (Radhika Rao) HTML
June 5, 2024USD rates: UST yields head south on softening labour market (Samuel Tse) HTML
June 5, 2024FX Daily: Cracks in the USD’s armour (Philip Wee) HTML
June 4, 2024Macro Insights Portal, Asset Risks: Benign credit risk score (Chua Han Teng, Daisy Sharma) HTML
June 4, 2024India rates: Markets cheer strong data and political stability (Radhika Rao) HTML
June 4, 2024FX Daily: DXY lower with oil prices and US data (Philip Wee)  HTML
May 31, 2024CNY rates: Steepening and stimulus from central government (Samuel Tse) HTML
May 31, 2024FX Daily: JPY could stabilize while RMB stays well-supported (Chang Wei Liang)  HTML
May 30, 2024Vietnam: Weak VND raises policy rate hike risks (Chua Han Teng) HTML
May 30, 2024HKD rates: Higher funding costs in June (Samuel Tse) HTML
May 30, 2024India rates: S&P outlook revision adds to bond gains (Radhika Rao) HTML
May 30, 2024FX Daily: DXY did not follow the US 10Y bond yield back to May 1 levels (Philip Wee) HTML
May 29, 2024USD Rates: Bear steepening kicks in (Eugene Leow)  HTML
May 29, 2024FX Daily: A curve ball from the US consumer confidence index (Philip Wee) HTML
May 28, 2024Macro Insights Portal, Interest Rates Analytics : Emerging upward pressures on HIBORs  (Eugene Leow, Samuel Tse) HTML
May 28, 2024SGD Rates: 2Y yields look elevated   (Eugene Leow)  HTML
May 28, 2024Tue, 28 May24 - FX Daily: How USD strength lost momentum in May (Philip Wee)  HTML
May 24, 2024Macro Insights Portal, GDP Nowcast: Strong Q1 GDP growth in Indonesia (Radhika Rao, Daisy Sharma) HTML
May 24, 2024KRW rates: Rate cut delayed but still likely within this year (Ma Tieying) HTML
May 24, 2024CNY rates: Further steepening at play (Samuel Tse) HTML
May 24, 2024 USD Rates: Displaying hawkish hues   (Eugene Leow) HTML
May 24, 2024FX Daily: DXY faces profit-taking risks ahead of the long weekend (Philip Wee) HTML
May 23, 2024Indonesia: BI pauses on receding FX worries (Radhika Rao) HTML
May 23, 2024India rates: Record high RBI dividend bonanza (Radhika Rao) HTML
May 23, 2024USD Rates: UST curve inversion reaching limits (Eugene Leow) HTML
May 23, 2024FX Daily: Fed’s and RBNZ’s hawkishness more bark than bite (Philip Wee) HTML
May 21, 2024India rates: Liquidity finetuning continues (Radhika Rao) HTML
May 21, 2024SGD Rates: Brace for ultra-long dated issuances (Eugene Leow) HTML
May 21, 2024FX Daily: DXY awaits FOMC minutes, NZD the RBNZ meeting, and GBP the CPI inflation (Philip Wee) HTML
May 17, 2024Philippines rates: Dovish signals hinge on price outlook and peso (Radhika Rao) HTML
May 17, 2024FX Daily: USD to digest this month’s losses (Philip Wee) HTML
May 16, 2024USD Rates: Not quite as Goldilocks as the market would like you to believe (Eugene Leow) HTML
May 16, 2024FX Daily: Relief rally over the Fed’s last mile on inflation (Philip Wee) HTML
May 15, 2024USD Rates: Softlanding or stagflation?  (Eugene Leow) HTML
May 15, 2024FX Daily: Markets on the edge on DXY and EUR (Philip Wee) HTML
May 14, 2024Macro Insights Portal, DACS: HK real estate credit performance (Chang Wei Liang) HTML
May 14, 2024India rates: Macro sweet spot backs RBI’s comfortable hold (Radhika Rao) HTML
May 14, 2024 JPY Rates: More hints of tightening (Eugene Leow) HTML
May 14, 2024FX Daily: USD supported with bumpy US inflation expectations (Chang Wei Liang) HTML

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Economics & Macro Strategy Flash 


DateReport
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 18, 2024Crypto Digest: Here comes Bitcoin “halving” 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 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 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 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
October 3, 2023Vietnam: Cautious cyclical outlook HTML
September 28, 2023Singapore chartbook: MAS to maintain status quo HTML
September 25, 2023India’s bonds go global with index inclusion HTML
September 11, 2023Indonesia: New money market tool SRBIs to garner interest HTML
September 5, 2023India: Weather, inflation and growth HTML
August 29, 2023Taiwan: A cautious tech recovery on the horizon HTML
August 10, 2023India: RBI maintains a prudent hawkish pause HTML
August 7, 2023Indonesia: Firm growth allows BI to focus on FX stability HTML
August 3, 2023FX: DEER recommendations (August 2023) HTML
August 1, 2023Hong Kong SAR: Moderating recovery HTML
July 31, 2023Yen weakness restrained by flexible YCC HTML
July 25, 2023Japan: YCC policy and Yen HTML
July 20, 2023Asia Rates: Waiting for DM pivot HTML
July 19, 2023India: Dial ‘W(eather)’ for inflation HTML
July 14, 2023Singapore: Weak growth, but no recession HTML
July 3, 2023Vietnam: Soft 2023 growth, but still an FDI darling HTML
June 26, 2023Asia Rates: Flows, Positioning & Valuation (June 2023) HTML
June 26, 2023ECB’s likely policy dilemma HTML
June 21, 2023Thailand: Improving fundamentals HTML
June 15, 2023China: Rate cuts to support growth HTML
June 15, 2023USD Rates: The Fed looks to extending the hike cycle HTML
June 8, 2023India RBI: A Goldilocks pause HTML
June 8, 2023North Asia: Trade cycle bottoms; supply chain shift continues HTML
June 1, 2023India growth: Strong start to the year, uneven terrain ahead HTML
May 25, 2023Indonesia: Pause balances easing inflation and global uncertainty HTML
May 16, 2023China: Mixed signals beneath the surface HTML
May 3, 2023Hong Kong SAR: GDP rebounds HTML
April 27, 2023Japan: Long JPY ahead of BOJ meeting HTML
April 26, 2023Asia Rates: Flows, Positioning & Valuation (April 2023) HTML
April 18, 2023Indonesia: Rate policy to pivot, fiscal off to a strong start HTML
April 18, 2023China: Uneven recovery HTML
April 14, 2023Singapore: MAS rebalancing growth and inflation risks HTML
March 24, 2023Asian banks: Better insulated from contagion risks HTML
March 16, 2023Indonesia: Rates on hold, with an eye on global uncertainties HTML
March 8, 2023North Asia: 4 takeaways from the post-LNY trade data HTML
March 2, 2023China's quest for balanced stimulus HTML
February 27, 2023Asia Rates: Flows, Positioning & Valuation (February 2023) HTML
February 23, 2023India: Counting on terms of trade relief HTML
February 20, 2023Asia Rates: Fed Uncertainty and Higher US Rates HTML
February 13, 2023Japan: New BOJ governor, challenges, and policy outlook HTML
February 7, 2023Indonesia: Strong 2022 growth, policy rate peaks HTML
February 2, 2023Hong Kong SAR: 2022 contraction; 2023 rebound HTML
January 30, 2023Asia Rates: Flows, Positioning & Valuation (January 2023) HTML
January 26, 2023South Korea & Taiwan: Slower growth, peak rates HTML
January 19, 2023Indonesia: Approaching tail end of the hike cycle HTML
January 13, 2023China: Subdued 2022, brighter 2023 HTML
January 12, 2023Indonesia: Off to a good start in 2023 HTML
January 3, 2023Japan: Increased flexibility of YCC HTML
November 29, 2022Asia Rates: Flows, Positioning & Valuation (November 2022) HTML
November 25, 2022Malaysia: Ending post-elections political impasse HTML
November 16, 2022IndoGB: Time for foreign investors to return HTML
November 15, 2022China: Weak data calls for more policy support HTML
November 15, 2022South Korea: More corporate debt defaults, no crisis  HTML
November 10, 2022India’s domestic demand to the fore HTML
November 7, 2022Indonesia: Resilient growth to absorb further hikes HTML
November 4, 2022FX: DEER recommendations (November 2022) HTML
November 1, 2022HKSAR: Sagging fundamentals and asset prices HTML
October 28, 2022ECB hawks run into recession risks HTML
October 26, 2022Vietnam: Monetary tightening pressures HTML
October 20, 2022Indonesia acts against global spillovers HTML
October 17, 2022Notes from IMF meetings: US dominance HTML
October 17, 2022China data preview: GDP gain masks underlying weakness HTML
October 11, 2022Malaysia: Balancing growth and fiscal sustainability HTML
September 30, 2022India: Shifting uncertainties; hawkish policy HTML
September 29, 2022Thailand: Sticking with gradual tightening HTML
September 26, 2022Asia Rates: Flows, Positioning & Valuation (September 2022) HTML
September 23, 2022Vietnam: Kicking off policy rate hiking cycle HTML
September 22, 2022Indonesia joins peers in frontloading policy tightening moves HTML
September 22, 2022Fed review: 5% Funds rate in play HTML
September 14, 2022India: Optimism over bond index inclusion resurfaces HTML
September 14, 2022China data preview: Production down, FAI up HTML
September 9, 2022Eurozone: Uncertainty clouds outlook HTML
September 7, 2022South Korea: A gloomy outlook ahead HTML
September 7, 2022Philippines/Thailand: Hawkish monetary policy path HTML
September 5, 2022Indonesia’s fuel price hike, a medium-term positive HTML
September 1, 2022Taiwan: Tech downturn and forecast downgrade HTML
August 25, 2022India: Strong 2Q growth to provide room for more hikes HTML
August 22, 2022Hong Kong: Rising lending rates and credit implications HTML
August 15, 2022China: Not a rate cut cycle yet HTML
August 15, 2022Malaysia/Philippines: 2H22 growth and rate hike outlook HTML
August 10, 2022Thailand: Gradual interest rate hikes ahead HTML
August 8, 2022Indonesia’s growth on cruise control, neutral on equities HTML
August 5, 2022India policy: RBI frontloads hikes, more to come HTML
August 4, 2022Taiwan: Further downside risks HTML
August 3, 2022FX: DEER recommendations (August 2022) HTML

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Macro Insights Weekly


DateReport
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 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 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
September 25, 2023Asia’s demographic dynamic HTML
September 18, 2023China’s macro impact on Asia HTML
September 11, 2023When will Asia’s export engine hum? HTML
September 4, 2023Can US outperformance prop up the global economy? HTML
August 28, 2023Odd case of US disinflation and surging growth HTML
August 21, 2023Inflation momentum in Asia HTML
August 14, 2023What will mark China’s trough? HTML
August 7, 2023Stocks versus bonds HTML
July 31, 2023Rising real rates HTML
July 24, 2023Fed, ECB, and BoJ’s divergence HTML
July 17, 2023From inflation respite to slowing growth HTML
July 10, 2023Central banks and recession risks HTML
July 3, 2023Twists and turns in 2H again HTML
June 26, 2023Soft signal from commodity markets HTML
June 19, 2023Fading rate cut expectations’ impact on currencies HTML
June 12, 2023US rates versus Asian rates HTML
June 5, 2023Goods versus services HTML
May 29, 2023As base effects fade HTML
May 22, 2023From slowing growth to bullish fixed income HTML
May 15, 2023Taking stock of inflation HTML
May 8, 2023Managing financial market tremors HTML
May 2, 2023As the global economy slows HTML
April 24, 2023China’s growth momentum HTML
April 17, 2023Notes from Washington DC: Managing slowdown HTML
April 10, 2023QT and Asia HTML
April 3, 2023Breathing room? HTML
March 27, 2023Market turmoil and Asia’s shock absorption capacity HTML
March 20, 2023Can rate hikes and liquidity support work together? HTML
March 13, 2023Emerging risks from a tightening cycle HTML
March 6, 2023Assessing China’s recovery momentum HTML
February 20, 2023Fed cycle to get longer HTML
February 13, 2023Short USD and long gold? HTML
February 6, 2023The year of rising (real) rates HTML
February 1, 2023India FY24 Budget: Growth support; fiscal consolidation \
January 30, 2023Assessing the soft patch in Asia’s exports HTML
January 16, 2023China’s rebound HTML
January 9, 2023The year of rising (real) rates HTML
December 12, 2022Assessing risks of two-sided errors by the Fed HTML
November 28, 2022Too pessimistic about ’23 and too optimistic about ’24? HTML
November 21, 2022What we’re hearing from clients HTML
November 14, 2022Crypto meltdown and systemic implications HTML
November 7, 2022Fed signals higher-for-longer HTML
October 31, 2022Will commodity correction bail out the global economy? HTML
October 25, 2022China’s 20th Congress and the looming challenges HTML
October 17, 2022Volatility, systemic risks, and market interventions HTML
October 10, 2022How long before US labour and housing markets crack? HTML
October 3, 2022Revising down China forecasts HTML
September 26, 2022Higher rates; lower growth HTML
September 19, 2022Can the global economy handle positive real rates? HTML
September 12, 2022China’s economic distress and the outlook ahead HTML
September 5, 2022Fed funds rate heading to 4% HTML
Aug 29, 2022Central bank resolve and the global economy HTML
Aug 22, 2022Gauging (dis) inflation trend HTML
Aug 15, 2022Contrasting growth trends in Asia HTML
Aug 8, 2022Asia’s resilient exports HTML
Aug 1, 2022As growth slows, will inflation soften? HTML

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Focus & Thematic


DateReport
June 4, 2024Understanding China: Greater Bay Area: China’s economic powerhouse HTML
May 24, 2024India’s elections and evolving data  HTML
May 14, 2024Digital Assets Update 2Q24 : Base Broadening 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 19, 2024Singapore Budget 2024: Support for the long haul 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 23, 2023Digital Assets Update 4Q23: Managing in a high interest rate environment 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
August 8, 2023ASEAN-6: Watching weather risks HTML
July 12, 2023Convertible bonds’ value as a financing option HTML
July 11, 2023China and Hong Kong SAR: 2H23 and 2024 Outlook HTML
July 6, 2023North Asia: Risks and implications of El Niño HTML
June 28, 2023India: Supply chain tailwind, reforms, and resilience HTML
June 22, 2023Expecting a restrained Korean won HTML
June 7, 2023Digital Assets Update, 2Q23: Crypto, AI, CBDCs HTML
June 6, 2023Coal phase-out: Challenges and an emerging roadmap HTML
May 24, 2023Asian banks: Liquidity, funding, and credit outlook  HTML
May 11, 2023ASEAN-6: Inflation retreat to make room for policy shift HTML
May 9, 2023FX: DEER recommendations (May 2023) HTML
May 4, 2023Indonesia’s economy and markets around elections HTML
April 25, 2023RCEP, China, and RMB’s “third-party” use HTML
April 24, 2023Vietnam: Key beneficiary of supply chain shifts HTML
April 17, 2023India’s service trade is on a strong wicket HTML
April 4, 2023Taiwan: Reassessing growth, inflation, and financial stability HTML
April 4, 2023Understanding China: Impact of Sino-US rivalry on Trade, FDI, and UST holdings HTML
April 3, 2023Thailand’s economy and markets around elections HTML
March 22, 2023Digital Assets Update, 1Q23: Risk asset vs safe asset HTML
March 14, 2023Singapore: CPI print and underlying inflation pressure HTML
March 8, 2023Indonesia: Bright spot in a vibrant ASEAN-6 region HTML
March 6, 2023USD/HKD peg remains a compelling policy choice HTML
February 15, 2023Indonesia’s medium-term catalysts HTML
February 15, 2023Singapore Budget 2023: Balancing near and long-term priorities HTML
February 9, 2023Smaller impetus for further RMB appreciation HTML
February 3, 2023FX: DEER recommendations (February 2023) HTML
January 20, 20231Q GDP Nowcasting: China, India, Indonesia, Singapore HTML
January 18, 2023Top-10 macro trade ideas for 2023 HTML
January 10, 2023India Budget preview: Macro stability and growth HTML
December 14, 2022Taiwan 2023 Outlook: Low growth, no recession HTML
December 13, 2022ASEAN-6 2023 Outlook: Testing resilience HTML
December 6, 2022G3 & Asia Rates: 2023 Outlook HTML
December 6, 2022Indonesia 2023 Outlook: Setting sights higher HTML
December 5, 2022Outlook 2023: Managing polycrisis HTML
December 1, 2022Thailand: Gradual tightening amid rising uncertainties HTML
December 1, 2022India 2023 Outlook: Strategic opportunity HTML
November 29, 2022Singapore Outlook 2023: Soft patch ahead HTML
November 25, 2022ASEAN-6: Return to fiscal consolidation HTML
November 9, 2022China in 2023: Dual Circulation Strategy HTML
October 25, 2022Malaysia’s economy and markets around elections HTML
October 19, 2022India’s evolving trade dynamics HTML
October 18, 2022Thailand: Tourism’s resiliency to global growth cycle  HTML
October 10, 2022Asia’s exports: regional divergence and outlook HTML
September 28, 2022China: Wary households shun debt, crimp consumption HTML
September 28, 2022Credit impact from a hawkish Fed and fiscal concerns HTML
September 22, 2022Digital Assets Update, 4Q22: As policy tightens  HTML
September 21, 2022Japan: Challenges to BOJ’s yield curve control policy HTML
September 13, 2022DEER Strategy: FX volatility drivers and outlook HTML
August 29, 2022HK real estate: Opportunities amid volatility HTML
August 12, 2022Taiwan: Economic implications of cross-strait tensions HTML
August 4, 2022SGD and SGS in global stage; some considerations HTML
August 4, 2022Thailand: Considering outsized rate hike risks HTML
August 2, 2022HKSAR: Modest recovery ahead HTML

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Chart Book


DateReport
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
August 22, 2023Thailand chartbook: Tourism recovery faced with uncertainties HTML
June 23, 2023Taiwan Chartbook: Assessing short-term risks and the potential turning point HTML
June 14, 2023Japan chartbook: Reopening, reshoring, and reflation HTML
June 12, 2023Singapore chartbook: Trim growth expectations amid soft global demand HTML
May 23, 2023India: Labour markets hold up; stronger reserves defence HTML
May 16, 2023Thailand chartbook: Elections, recovery vs stability risks  HTML
April 5, 2023Singapore chartbook: MAS policy coming to a pause HTML
February 20, 2023Thailand chartbook: Tourism support; exports challenge HTML
January 10, 2023Vietnam chartbook: Normalisation amid cyclical headwinds HTML
November 10, 2022Philippines chartbook: Domestic strength but rising headwinds  HTML
October 4, 2022Vietnam chartbook: Asia’s growth leader faces headwinds HTML
September 5, 2022Credit Chartbook: Elevated loan demand and rising volatility HTML
August 30, 2022India’s Green Transition - renewable energy thrust HTML
August 16, 2022Thailand chartbook: Faster ascent in 2H22 HTML

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June 5, 2024Crypto Digest: Ethereum ETFs are coming   HTML
  
  

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