Insights and Analysis

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China / GDP, FX, BRI

China in 2021: Outlook, Dual Circulation Strategy, relation...

November 23, 2020
China in 2021: Outlook, Dual Circulation Strategy, relationship with US, RCEP, and BRI

Relationship with the US ought to become more predictable under the presidency of Joe Biden.

Singapore / Growth,FX,Rates

Singapore Outlook 2021: Emerging optimism

November 18, 2020
Singapore Outlook 2021: Emerging optimism

The economic doldrums for much of this year is gradually giving way to hope and optimism of a recovery as we head into 2021.

Global / Economics

Kopi time with Taimur Baig podcast E36

November 17, 2020
Kopi time with Taimur Baig podcast E36

Dr. Eswar Prasad on USD, RMB, and CBDCs.

Indonesia / Financials

A surprise rate cut a positive for Indonesian banks

November 20, 2020
A surprise rate cut a positive for Indonesian banks

Bank Indonesia’s surprise rate cut should benefit banks, giving them more room to lower deposit costs amid the flush in liquidity, which will support their net interest margin.

Asia / Industrials

Regional travel in Asean set to improve

November 20, 2020
Regional travel in Asean set to improve

We believe the worst is over for Asean airports as they emerge from lockdowns in CY2Q20, with passenger throughput bottoming out, albeit gradually.

Singapore / Real Estate

Industrial S-REITs: Back on the acquisition path

November 18, 2020
Industrial S-REITs: Back on the acquisition path

Industrial S-REITs are on a growth trajectory, with around S$5.0bn in acquisitions announced year-to-date. And more is expected in 1H21.

Singapore / Stock Pulse

Singapore-HK air travel bubble suspension likely to go beyo...

November 23, 2020
Singapore-HK air travel bubble suspension likely to go beyond 2 weeks

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

ASEAN Airports & Services: Travel recovery on the horizon

November 20, 2020
ASEAN Airports & Services: Travel recovery on the horizon

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

Market rally coming to a pause; pullback on the horizon

November 19, 2020
Market rally coming to a pause; pullback on the horizon

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
Singapore / Growth, FX

Singapore: Recovery is on track

November 23, 2020
Singapore: Recovery is on track

Third quarter GDP figures released today has further reinforced the view that recovery is underway.

Global / Economics & Strategy

Macro Insights Weekly: Chinese vaccines

November 23, 2020
Macro Insights Weekly: Chinese vaccines

Global news headlines have been dominated by vaccine-trial progress in the West, considerable runway has also been covered by several Chinese firms.

Singapore / Interest Rate

SGD Rates: Movements of 5Y SGS, SOR and SORA

November 19, 2020
SGD Rates: Movements of 5Y SGS, SOR and SORA

For the 5Y tenor, SGS-swap spread of -4bps does not look stretched by any measure.

Global / FX

FX Daily: Short-term uncertainties before medium-term optim...

November 23, 2020
FX Daily: Short-term uncertainties before medium-term optimism

We have updated our currency forecasts.

Global / FX

FX Daily: Don’t lower your guard

November 20, 2020
FX Daily: Don’t lower your guard

Risk aversion risks ahead of the weekend.

Global / Credit,FX

Macro Strategy: Rising discomfort

November 19, 2020
Macro Strategy: Rising discomfort

Markets have become less complacent about downside risks

Market Movers

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

News: US stocks are poised for a muted start

November 23, 2020
News: US stocks are poised for a muted start

Equities look set for a cautious start to the week as traders monitored vaccine developments

Asia / Market Newsfeed

News: China deepens probe on banks

November 23, 2020
News: China deepens probe on banks

The market regulator expands its investigations after an unexpected default from a state-backed coal miner

News: Abu Dhabi plans oil spending to boost output

November 23, 2020
News: Abu Dhabi plans oil spending to boost output

It will invest USD122b in oil and natural gas over the next five years

Global / FX Technicals

NZD/JPY: Selling into likely momentum loss

November 23, 2020
NZD/JPY: Selling into likely momentum loss

A lack of follow-on momentum would allow expression of a tactical short

Global / FX Technicals

USD/CAD: Trading a potential falling wedge reversal

November 18, 2020
USD/CAD: Trading a potential falling wedge reversal

CAD gains pales in comparison to commodity peers AUD and NZD

Global / FX Technicals

EUR/USD: Catching a bid off tailwinds

November 16, 2020
EUR/USD: Catching a bid off tailwinds

The key technical level for EUR to maintain its bullish grip remains at 1.1495

Global / CIO Perspectives

Credit: Explicit support recedes, implicit support remains

November 23, 2020
Credit: Explicit support recedes, implicit support remains

Fed’s intent to support the economy remains unwavering

China / CIO Perspectives

The stars align for China property bonds

November 19, 2020
The stars align for China property bonds

While the Chinese government may intervene in the sector, this is ultimately beneficial as issuer credit quality would improve

Global / CIO Weekly

CIO Weekly: Outlook for risk assets brightens amid recoveri...

November 18, 2020
CIO Weekly: Outlook for risk assets brightens amid recoveries

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

Featured Publications

News: Abu Dhabi plans oil spending to boost output

November 23, 2020
News: Abu Dhabi plans oil spending to boost output

It will invest USD122b in oil and natural gas over the next five years

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.