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

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

Industry

Asia / Oil and Gas

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

August 21, 2019
Asia

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
Singapore

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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