Insights and Analysis

In-depth and broad analysis of major developments in Asia's economic activity, policy, equity, property and currency markets and what they mean for our clients.

Economics

Hong Kong / Growth

Hong Kong chartbook: Asset prices resilient to economic slo...

July 19, 2019

Asset markets remained resilient despite deteriorating fundaments.

Key summary points
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    Macro Insights

    India’s Economies and Markets Around Elections

    March 05, 2019

    Industry

    Malaysia / Infrastructure

    KL-SG High Speed Rail: Riding the HSR Revival

    July 19, 2019
    Malaysia

    Our analysts took a deep dive exploring possible implications from a revival of the Kuala Lumpur-Singapore High Speed Rail project. What could that mean for the economies of the two countries?

    China / Technology

    China Technology Sector: Repercussions of US-China Tech War

    July 09, 2019
    China

    Loss in value along Huawei’s value chain expected to trigger capacity under-utilisation of relevant sub-segments and components.

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