Insights and Analysis

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Global / Economics

The Asia Economist

July 03, 2020
The Asia Economist

Singapore: Navigating An Uneven Recovery.

Global / Economics & Strategy

Research Library

July 02, 2020
Research Library

Economics and Macro Strategy

Global / Economics & Strategy

3Q20 Macroeconomics: Looking past 2Q

July 01, 2020
3Q20 Macroeconomics: Looking past 2Q

We take a look at the outlook for the second half of the year.

Global / Technology

Riding the COVID-driven tech wave

July 03, 2020
Riding the COVID-driven tech wave

The pandemic has accelerated digital transformation, fuelling demand for servers, storage, and network-related products. We highlight the ETFs you can look at to ride this wave.

Asia / Information Tech

Asean tech flying on the semiconductor highway

July 01, 2020
Asean tech flying on the semiconductor highway

The pandemic has structurally increased the need for digital transformation. And semiconductor plays, which are at the front end of the technology value chain, are key beneficiaries.

Thailand / Consumer

Thailand eases international travel ban

June 30, 2020
Thailand eases international travel ban

While the move is good, the number of inbound arrivals is likely to be small compared to normal times. Hence, we believe it will take some time before we see a meaningful recovery.

Singapore / Equities

Gradual recovery ahead for Singapore stocks

July 03, 2020
Gradual recovery ahead for Singapore stocks

The resurgence of US COVID-19 cases and caution ahead of the 2Q results season ended the sharp market rally in June. We outline how best to play Singapore’s recovery story.

Singapore / Stock Pulse

Equity Picks: Adding SingTel to Dividend, Blue Chip categor...

July 03, 2020
Equity Picks: Adding SingTel to Dividend, Blue Chip categories

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

FCT’s PGIM acquisition to bolster its position

July 02, 2020
FCT’s PGIM acquisition to bolster its position

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
India / Current Account

India rates: Counting on domestic buyers

June 29, 2020
India rates: Counting on domestic buyers

Despite a sizable budget deficit for FY21, yields are likely to be capped.

Global / GDP

Macro Insights Weekly - Managing Covid-19; what’s next?

June 29, 2020
Macro Insights Weekly - Managing Covid-19; what’s next?

Covid-19 is not going away, but large fiscal and monetary support measures have already been in place for several months. Now what?

China / GDP

China: Muted recovery; more easing ahead

June 15, 2020
China: Muted recovery; more easing ahead

May data indicated further stabilization of supply-side alongside moderate recovery of demand side indicators.

Global / Credit,FX

Macro Strategy: Singapore REITS; FX turbulence

July 03, 2020
Macro Strategy: Singapore REITS; FX turbulence

Worst over for SG REITS; FX volatile in tight ranges

Global / Credit,FX

FX Daily: Winding down after a tumultuous Thursday

July 03, 2020
FX Daily: Winding down after a tumultuous Thursday

EUR, AUD and KRW range-bound with a weak bias.

Global / FX

FX Daily: DM range-bound; MYR may advance against KRW

July 02, 2020
FX Daily: DM range-bound; MYR may advance against KRW

DM currencies are stuck in range. MYR may advance against the KRW.

Market Movers

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

News: The Nasdaq is near dot-com escape speed

July 03, 2020
News: The Nasdaq is near dot-com escape speed

The index is headed for an annual gain that ranks with its best of the last two decades

Asia / Market Newsfeed

News: China firms dominate IPO scene in Asia

July 03, 2020
News: China firms dominate IPO scene in Asia

This highlights the rise of mainland companies tapping on the region’s capital markets

Global / Market Newsfeed

News: Oil set for weekly gain

July 03, 2020
News: Oil set for weekly gain

Oil is on track to resume its weekly uptrend as economic green shoots outweigh virus

Global / FX Technicals

USD/JPY: Making steady strides higher

June 30, 2020
USD/JPY: Making steady strides higher

A precipitating bullish descending wedge breakout pattern should carry USD even higher

Global / FX Technicals

AUD/USD: Buying a consolidation low

June 29, 2020
AUD/USD: Buying a consolidation low

AUD should retain one more opportunity to retest the upside before cratering to weaker seasonality

Global / FX Technicals

USD/JPY: Consider a USD long on the dip

June 11, 2020
USD/JPY: Consider a USD long on the dip

The corrective legs from a peak are not yet done

Japan / CIO Insights

Japan Equities 3Q20: Recovering

July 01, 2020
Japan Equities 3Q20: Recovering

Past crisis management experience makes Japan well-equipped for recovery

Europe / CIO Insights

Europe Equities 3Q20: Treading water

July 01, 2020
Europe Equities 3Q20: Treading water

The battle to revive the region from a deep recession is likely to be long haul

US / CIO Insights

US Equities 3Q20: All eyes on economic reopening

July 01, 2020
US Equities 3Q20: All eyes on economic reopening

Investors maintain a keen eye on the success of economic openings

Featured Publications

News: Gold heads for biggest quarterly gain

July 01, 2020
News: Gold heads for biggest quarterly gain

Gold headed for the biggest quarterly advance since 2016 amid a surge in demand for haven assets

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.