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Economics and Macro Strategy
Group Research18 Sep 2020
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    Macro Insights Multimedia

    Macro Strategy Daily

    Economics & Macro Strategy Flash

    Weekly (Weekly on Monday)

    Focus & Thematic 

    Rates

    Chartbook

     


    Macro Insights multimedia: Videos/Livestream/Podcast Series

    Date Report
    July 20, 2020 The Asia Economist: Ma Tieying on Taiwan’s tech opportunities HTML
    July 14, 2020 Kopi time E21: IFC’s Vivek Pathak on investing in East Asia HTML
    July 13, 2020 The Asia Economist: Radhika Rao on India-China relations HTML
    July 8, 2020 Kopi time E20: ECB’s Paul Hiebert on the intersection of financial stability and climate risk HTML
    July 7, 2020 Macro Insights Livestream July: What’s next in the Covid-19 saga?  HTML
    July 3, 2020 The Asia Economist—Singapore: Navigating An Uneven Recovery HTML
    July 2, 2020 Kopi time E19: Professor Sir Charles Bean on the economics of coronavirus  HTML
    June 25, 2020 The Asia Economist Webinar: Duncan Tan on Asian local currency bond markets HTML
    June 23, 2020 Kopi time E18: Atul Kapur on demystifying private equity and investing in India HTML
    June 18, 2020 The Asia Economist Webinar - Chang Wei Liang on EM credit outlook HTML
    June 16, 2020 Kopi time E17: Frank Engels on Eurozone’s challenges and prospects HTML
    June 11, 2020 The Asia Economist: Rates strategist Eugene Leow on government bond market trends in DM and EM HTML
    June 10, 2020 Kopi time E16: Munib Madni on putting sustainability at the core of investment decisions HTML
    June 4, 2020 The Asia Economist: FX strategist Philip Wee on USD, EUR, CNY, SGD, IDR, and INR HTML
    June 2, 2020 Kopi time E15: Dr. Alexis Crow on the US, Covid-19, economic outlook, policy response, long-term HTML
    June 2, 2020 DBS Macro Insights Livestream: Lives vs Livelihood HTML
    May 28, 2020 The Asia Economist: Samuel Tse on Hong Kong’s outlook amid social unrest and the ongoing pandemic HTML
    May 25, 2020 Kopi time E14: Dr. Sri-Kumar on likely stagflation, long gold, short USD and selectively positive EM HTML
    May 18, 2020 Kopi time E13: Prof Wang Linfa on Covid-19, origins, spread, test, treatment, vaccine developmentKopi time HTML
    May 13, 2020 Kopi time E12: Former Deputy Assistant Secretary at US Treasury Robert Dohner on Fed, IMF, Asia HTML
    May 13, 2020 The Asia Economist webinar: Nathan Chow on China’s e-RMB initiative HTML
    May 6, 2020 Kopi time with Taimur Baig podcast E11: Manu Bhaskaran on ASEAN, China, and the future of trade HTML
    May 6, 2020 The Asia Economist webinar: Ma Tieying on South Korea and Taiwan’s pandemic response and economic outlook HTML
    April 30, 2020 Kopi time with Taimur Baig podcast E10: Vandana Hari on plunging oil prices and industry implications HTML
    April 29, 2020 The Asia Economist webinar: Chris Leung on China HTML
    April 27, 2020 (Livestream)  Transformed by Covid-19 HTML
    April 23, 2020 The Asia Economist webinar: Radhika Rao on India’s economy and markets HTML
    April 23, 2020 Kopi time with Taimur Baig podcast E09: Prof Alexander Capri on the global supply chain HTML
    April 17, 2020 Kopi time with Taimur Baig podcast, E08: Former IMF chief economist and RBI governor, Prof Raghuram Rajan HTML
    April 15, 2020 (Webinar) The Asia Economist: Discussing Singapore with Irvin Seah HTML
    March 31, 2020 Kopi time with Taimur Baig podcast, E07: Princeton’s Bernard Haykel on Saudi oil strategy and Middle-East HTML
    March 31, 2020 Kopi time with Taimur Baig podcast, E06: Simon Tay on Singapore, China, US, and Asean HTML
    March 30, 2020 (Livestream) Global shutdown and policy response HTML
    March 23, 2020 Kopi time with Taimur Baig podcast, E05: Mikkel Larsen on climate change and the tragedy of the commons HTML
    March 13, 2020 Kopi time with Taimur Baig podcast, E04: Dean Ho on AI to fight cancer and COVID-19 HTML
    March 6, 2020 Kopi time with Taimur Baig, E03: Angela Mancini from Control Risks on the intersection of political and business risks in Malaysia, Indonesia, China, and the US HTML
    March 2, 2020 (Liivestream) COVID-19 spillover HTML
    February 28, 2020 Kopi time with Taimur Baig, E02: Slava Shilin on learning Mandarin and humanising China HTML
    February 24, 2020 (Video) Climate mitigation: Evading the “too late, too costly” trap HTML
    February 24, 2020 Kopi time with Taimur Baig, E01: A podcast series. This week: Prof Bert Hofman on China with a focus on Covid-19 HTML

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    Macro Strategy Daily

    Date Report
    July 17, 2020 Credit risks and Hong Kong; CNY watch HTML
    July 16, 2020 BI watch; FX rally meets resistance HTML
    July 15, 2020 Monetary policy in Japan and S Korea; Doubting EUR’s rebound HTML
    July 14, 2020 FX stress returns; China govvies watch HTML
    July 9, 2020 Pressure on US commercial property market; USD and China/US tensions HTML
    July 8, 2020 US stock market and FX; reviewing China’s A-share run HTML
    July 7, 2020 China’s bullish run; Indonesia debt valuation HTML
    July 3, 2020 Singapore REITS; FX turbulence  HTML
    July 2, 2020 Rangebound DM FX, MYR & KRW watch; Motivations of YCC HTML
    July 1, 2020 US rates and labour market; FX outlook in July HTML
    June 29, 2020 India/Indonesia rates; USD/EUR/AUD watch HTML
    June 26, 2020 FX correction time; China HY credit risks  HTML
    June 25, 2020 Covid and trade weigh on FX: A YCC schematic HTML
    June 24, 2020 India fixed income; USD/AUD/NZD watch HTML
    June 23, 2020 Yield curve control is coming; gauging sentiments in the currency market HTML
    June 22, 2020 FX Daily: Risk rally doubts amidst slow momentum HTML
    June 19, 2020 Dimmer India/Indonesia outlook: GBP/CHF/HKD watch HTML
    June 18, 2020 Fed’s credit backstop; Currencies lose momentum HTML
    June 17, 2020 India rates eye tension with China; CNH/KRW/INR watch HTML
    June 16, 2020 Fed’s aggressive credit support; BoJ preview; EUR/USD/AUD watch HTML

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    Economics & Macro Strategy Flash 


    Date Report
    July 16, 2020 China: First economy to emerge from the pandemic HTML|PDF
    July 15, 2020 Asia Rates: Stability favours carry opportunities HTML|PDF
    July 14, 2020 China: Halting progress in phase-one deal with US HTML|PDF
    July 1, 2020 Asia Rates: Outlook for 2H HTML|PDF
    June 29, 2020 India rates: Counting on domestic buyers HTML|PDF
    June 17, 2020 Fed’s fine-tuning of credit purchases HTML|PDF
    June 15, 2020 China: Muted recovery; more easing ahead HTML|PDF
    June 12, 2020 Indonesia: Guarded return to work HTML|PDF
    June 9, 2020 Asia Rates: Relative value ideas in mid/high yielders HTML|PDF
    June 8, 2020 China: China-ASEAN trade to flourish HTML|PDF
    June 8, 2020 USD Rates: Anatomy of a Bond Market Selloff HTML|PDF
    June 3, 2020 Oil price: Optimism returns  HTML|PDF
    May 26, 2020 Regional Rates: Rocky Recovery HTML|PDF
    May 22, 2020 India: RBI delivers inter-meeting cut and regulatory measures HTML|PDF
    May 20, 2020 Indonesia/ Thailand: Monetary policy direction in sync, speed varies HTML|PDF
    May 19, 2020 Malaysia: Slower growth and fiscal risk HTML|PDF
    May 18, 2020 India: Fiscal bats for reforms, limited immediate slip HTML|PDF
    May 15, 2020 China: More easing needed to help the uneven recovery HTML|PDF
    May 11, 2020 Asia Rates: The Road to Recovery HTML|PDF
    May 5, 2020 Indonesia: Slowdown to intensify, before stability sets in HTML|PDF
    April 27, 2020 India: Fiscal support – seeking headroom HTML|PDF
    April 24, 2020 Oil price: Testing unknown territories HTML|PDF
    April 20, 2020 SOFR, SORA – Progress & Fallbacks HTML|PDF
    April 15, 2020 Indonesia: Steady rates, IDR valuation swings HTML|PDF
    April 13, 2020 SGS: The real AAA deal HTML|PDF
    April 8, 2020 India: Policy stabilises financial markets; economic trough distant HTML|PDF
    April 7, 2020 Singapore: Confronting the pandemic in solidarity HTML|PDF
    March 30, 2020 SGD NEER policy - more neutral than weaker HTML|PDF
    March 30, 2020 Malaysia: Bold fiscal response to counter Covid-19 HTML|PDF
    March 27, 2020 India: RBI pulls all stops HTML|PDF
    March 27, 2020 Singapore: The government takes out big fiscal guns HTML|PDF
    March 24, 2020 Singapore: A deep recession HTML|PDF
    March 24, 2020 Fed introduces unprecedented credit measues HTML|PDF
    March 23, 2020 Japan, South Korea & Taiwan: Further GDP downgrade HTML|PDF
    March 23, 2020 Thailand: Dovish policy as growth risks mount HTML|PDF
    March 23, 2020 Rates: USD funding condition update HTML|PDF
    March 20, 2020 Weaker SGD NEER, volatile USD/SGD HTML|PDF
    March 19, 2020 Rates: Rethinking risk -free HTML|PDF
    March 17, 2020 Rates: USD funding stress; developments and outlook HTML|PDF
    March 17, 2020 South Korea: Another rate cut to go HTML|PDF
    March 17, 2020 Impact of low oil prices overwhelmed by volatility HTML|PDF
    March 16, 2020 Japan: BOJ expands risky asset purchases HTML|PDF
    March 16, 2020 India: Rising odds of policy support HTML|PDF
    March 13, 2020 Eurozone: ECB keeps its cool HTML|PDF
    March 10, 2020 Rates: COVID-19 and Asian rate cuts HTML|PDF
    March 10, 2020 Oil price: After the crash HTML|PDF
    March 4, 2020 Aftermath of the Fed rate cut; what will ECB do? HTML|PDF
    March 3, 2020 G20, not G7, to follow Asia in easing HTML|PDF
    March 3, 2020 MYR rates: Navigating monetary, fiscal and politics HTML|PDF
    March 3, 2020 Oil price outlook: China and OPEC dimensions HTML|PDF
    March 2, 2020 India's soft growth underscores need for easy policy HTML|PDF
    February 25, 2020 South Korea: COVID-19 outbreak worsens; stimulus on cards HTML|PDF
    February 25, 2020 Rates Dashboard: Growth risks amid COVID-19 spillover HTML|PDF
    February 25, 2020 India: Growth and inflation targetting review HTML|PDF
    February 20, 2020 China: LPR cut dlelivered; more in the pipeline HTML|PDF
    February 18, 2020 South Korea: Reassessing growth and policy outloom HTML|PDF
    February 17, 2020 Japan: On brink of technical recession HTML|PDF
    February 17, 2020 Thailand feels the heat from fresh headwinds HTML|PDF
    February 17, 2020 Singapore: 4Q19 GDP caps a tough 2019; 2020 to be the same HTML|PDF
    February 10, 2020 Rates: Coronavirus drives wave of Asian rate cuts HTML|PDF
    February 5, 2020 Hong Kong: A second year of recession HTML|PDF
    February 5, 2020 IDR rates: Resilient Govvies HTML|PDF

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    Weekly


    Date Report
    July 20, 2020 Macro Insights Weekly: Singapore’s pandemic elections HTML|PDF
    July 13, 2020 Macro Insights Weekly: Singapore’s pandemic elections HTML|PDF
    July 6, 2020 Macro Insights Weekly: A sustainable rebound? HTML|PDF
    June 29, 2020 Macro Insights Weekly: Managing Covid-19; what’s next? HTML|PDF
    June 22, 2020 Macro Insights Weekly: Covid confusion HTML|PDF
    June 15, 2020 Macro Insights Weekly: Pandemic and inequality HTML|PDF
    June 8, 2020 Macro Insights Weekly: Debt binge HTML|PDF
    June 1, 2020 Macro Insights Weekly: A second wave? HTML|PDF
    May 26, 2020 Macro Insights Weekly: China-US tension to the fore, yet again HTML|PDF
    May 18, 2020 Macro Insights Weekly: Looking past 2Q HTML|PDF
    May 11, 2020 Macro Insights Weekly: Have the markets overshot? HTML|PDF
    May 4, 2020 Macro Insights Weekly: China’s “recovery” HTML|PDF
    April 27, 2020 Macro Insights Weekly: Plunging oil’s implication for Asia HTML|PDF
    April 20, 2020 Macro Insights Weekly: Multilateralism: dead or alive? HTML|PDF
    April 13, 2020 Macro Insights Weekly: Hedge the wave HTML|PDF
    April 6, 2020 Macro Insights Weekly: Dual contagion HTML|PDF
    March 30, 2020 Macro Insights Weekly: Funding the fight against Covid-19 HTML|PDF
    March 23, 2020 Macro Insights Weekly: Global shutdown and seismic policy response HTML|PDF
    March 16, 2020 Macro Insights Weekly: Do zero rates mean zero returns? HTML|PDF
    March 9, 2020 Macro Insights Weekly: Recession watch resumes HTML|PDF
    March 2, 2020 Macro Insights Weekly: Macro Insights Weekly: COVID-19 goes global HTML|PDF
    February 17, 2020 Macro Insights Weekly: Downgrades and downbeat sentiments HTML|PDF
    February 17, 2020 Macro Insights Weekly: Understanding markets' resilience to Covid-19 HTML|PDF
    February 10, 2020 Macro Insights Weekly: Pandemic fallout; growth downgrades; supply chain perspective; key events this week HTML|PDF
    February 3, 2020 Chart of the Week: Impact of SARS on the Chinese economy HTML|PDF

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    Focus & Thematic


    Date Report
    July 15, 2020 Indonesia: Fiscal and growth dynamics  HTML|PDF
    July 14, 2020 Singapore: The economy has bottomed out HTML|PDF
    July 13, 2020 Thailand: Growth to hit a higher speedbump HTML|PDF
    July 13, 2020 Singapore: Election effect on policies HTML|PDF
    July 9, 2020 China/HK: GBA Wealth Connect is coming HTML|PDF
    July 9, 2020 IDR Rates: Time to catch up HTML|PDF
    July 7, 2020 Understanding Taiwan: Post-pandemic tech opportunities and some complications HTML|PDF
    July 7, 2020 India: Balancing recovery and pandemic firefighting HTML|PDF
    June 25, 2020 ASEAN-6: Emerging from lockdowns HTML|PDF
    June 24, 2020 Sovereign credit: Emerging Asian risks stay contained HTML|PDF
    June 23, 2020 Trade notes #1: India-China trade under the scanner HTML|PDF
    June 16, 2020 India: Improved external balances a silver lining HTML|PDF
    June 16, 2020 Singapore: Navigating an uneven recovery HTML|PDF
    June 8, 2020 Thailand: Recovery welcomed, not THB appreciation HTML|PDF
    June 2, 2020 India chartbook: Lockdown to Unlock 1.0 HTML|PDF
    June 2, 2020 Taiwan: COVID-19 fallout: the good, the bad and the ugly HTML|PDF
    May 28, 2020 India’s post-lockdown priorities HTML|PDF
    May 27, 2020 Will Covid-19 crowd out the climate and social agenda?  HTML|PDF
    May 27, 2020 Singapore’s “Fortitude Package” HTML|PDF
    May 22, 2020 China: Fiscal expansion to revive demand HTML|PDF
    May 20, 2020 Understanding China: Post-pandemic state of the supply chain HTML|PDF
    May 18, 2020 FX: The DEER guide to long-term FX positioning HTML|PDF
    May 13, 2020 India: Fiscal support package upsized, details will be key HTML|PDF
    May 12, 2020 USD Rates: The COVID-19 Aftermath HTML|PDF
    May 5, 2020 Hong Kong: An unprecedented growth shock HTML|PDF
    May 4, 2020 India: Dissecting the slowdown and likely recovery HTML|PDF
    April 30, 2020 Thailand: All (policy) hands on deck HTML|PDF
    April 29, 2020 China: What to expect from a tepid recovery? HTML|PDF
    April 27, 2020 Singapore: More pain from the pandemic shock HTML|PDF
    April 17, 2020 China: Bottoming out, a tepid recovery ahead HTML|PDF
    April 14, 2020 China credit: Schism in offshore-onshore spreads HTML|PDF
    April 8, 2020 Depth and duration of the global recession HTML|PDF
    April 7, 2020 ASEAN-6: Dark clouds of Covid-19 HTML|PDF
    March 31, 2020 South Korea & Taiwan: Assessing credit risks HTML|PDF
    March 26, 2020 Singapore: The government takes out big fiscal guns HTML|PDF
    March 26, 2020 India: Global risks meet domestic concerns HTML|PDF
    March 24, 2020 Understanding Hong Kong: In search of a policy antibiotic HTML|PDF
    March 19, 2020 Singapore: Heading for a recession HTML|PDF
    March 17, 2020 Understanding China: The COVID-19 is a stress test on Globalization HTML|PDF
    March 16, 2020 Fed and PBOC ease over the weekend; underscores severe ongoing economic slowdown HTML|PDF
    March 11, 2020 Macro risk dashboard: Downsides galore HTML|PDF
    March 10, 2020 China: Supply-induced inflation not a threat HTML|PDF
    March 10, 2020 ASEAN-6: Slower growth, market stress, and policy support HTML|PDF
    March 5, 2020 India: Assessing prospects of bond index inclusion HTML|PDF
    March 4, 2020 Coronavirus & supply chain: Electronics sector in focus HTML|PDF
    February 27, 2020 Varying impact of COVID-19 on China credit HTML|PDF
    February 26, 2020 FX: A tale of two halves on COVID-19 - Part 2 (Asia) HTML|PDF
    February 25, 2020 FX: A tale of two halves on COVID-19 - Part 1 (DM) HTML|PDF
    February 19, 2020 Singapore: A robust fiscal response HTML|PDF
    February 14, 2020 India: Modest impact from Covid-2019 HTML|PDF
    February 10, 2020 China: 2019-nCoV outbreak clouds trade outlook HTML|PDF
    February 7, 2020 Singapore: Pandemic, economics, markets HTML|PDF
    February 6, 2020 Impact of coronavirus on the region - a supply chain perspective HTML|PDF
    February 4, 2020 2019-nCoV outbreak: Policy implication and revised outlook for China HTML|PDF
    February 4, 2020 Singapore budget 2020: Robust response needed HTML|PDF
    February 3, 2020 Singapore budget 2020: Helping Singaporeans HTML|PDF
    February 1, 2020 India Budget: prodent counter-cyclical bent HTML|PDF

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    Rates Dashboard


    Date Report
    March 23, 2020 SG

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    Chart Book


    Date Report
    June 10, 2020 North Asia Chartbook: Current state of the supply chain HTML|PDF
    May 26, 2020 Hong Kong Chartbook: Explaining the resilience of property price HTML|PDF
    May 8, 2020 China Chartbook: Digitizing the redback: causes and implications HTML|PDF
    April 21, 2020 Chartbook: ASEAN-6 and COVID-19 HTML|PDF
    April 17, 2020 India chartbook: Assessing COVID-19 fallout HTML|PDF
    April 9, 2020 North Asia Chartbook: COVID-19 update in 20 charts HTML|PDF
    April 9, 2020 Hong Kong Chartbook: A deeper recession comparing to SARS HTML|PDF
    April 3, 2020 China chartbook: Work resumption on track, but challenges abound HTML|PDF
    March 3, 2020 China chartbook: How much the country has returned to work HTML|PDF
    February 18, 2020 China chartbook: Understanding the impact of COVID-19 in 10 charts HTML|PDF
    December 9, 2019 DBS Annual Chartbook: 2020 in 72 charts HTML|PDF
    June 17, 2019 Taiwan chart book – Trade war’s costs and silver lining HTML|PDF
    April 23, 2019 Thailand chart book: Slower growth, eye on election outcome HTML|PDF
    December 10, 2018 Annual Chartbook: 2019 in 64 charts HTML|PDF

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