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Insights and Analysis
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Understanding China: RMB internationalisation 2.0
January 22, 2021
Present conditions offer Beijing a window to revive its RMB internationalisation process.
The case for and against inflation
January 20, 2021
The new year has begun with renewed focus on the reflation trade, with yield curves steepening and inflation expectations rising. We examine the case (watch video here)
Economics Daily
- Economics
- Macro Strategy
Macro Insights Weekly: Between vaccines and virus resurgenc
January 25, 2021
Hopes and exuberance associated with vaccine approvals and rollout are being challenged by a host of complicating factors.
Oil: The bulls are back
January 22, 2021
We revise up our average Brent crude oil price forecast for 2021 to US$55-60/bbl and introduce 2022 Brent crude oil price forecast of US$60-65/bbl.
South Korea & Taiwan: Semiconductor sector continues to shi...
January 21, 2021
Semiconductor demand surged further in Dec20 and the momentum would carry forward into the beginning of 2021.
Market Movers
- Daily Digest
- Strategy
PBOC hunkers down on existing policy stance
January 26, 2021
The central bank will balance stabilising growth and curbing risks, says governor
Hopes fade for India rupee’s rebound
January 26, 2021
Bets on Asia’s worst performing currency of 2020 are already facing headwinds
Featured Publications
Singapore Downstream F&B: Mass-market F&B set to sizzle
October 22, 2019
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.
China Property Management: Catch the rising stars
October 09, 2019
Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the country’s burgeoning economy.
Understanding Vietnam: A Rising Star
September 19, 2019
Vietnam has found itself in a sweet spot as the prime beneficiary of the US-China Trade War, so much so that its economy is set to be bigger than that of Singapore’s within a decade.
