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.


US / Rates

G3 Rates: Seeking refuge...

August 19, 2019

We examine what it would take before the Fed cuts rates.

Key summary points
  • Competitive easing has kicked in amongst central banks
  • Lower for longer is still the theme
  • We are neutral duration given how low rates are
  • We have re-centred our G3 rates forecasts

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There were no dcr path found

Macro Insights

India’s Economies and Markets Around Elections

March 05, 2019


Asia / Oil and Gas

Natural Gas & LNG Trends in Asia: The Volume Game is Strong

August 21, 2019

How will the APAC energy landscape change in the coming years as demand for natural gas grows exponentially amidst calls for a cleaner energy environment? Our analysts find out.

Singapore / Real Estate

Singapore Property: Reigniting stars in Singapore’s South

August 19, 2019

Reaffirmation of Government efforts to remake the GSW offers significant opportunities for developers. VivoCity remains the bedrock GSW rejuvenation in our view.

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