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Weekly Briefing: Disinflation, Forex Strategy, Love At First Sight For SG Budget?
At the FOMC meeting last week, the Fed hiked rate by 25bp, and recognised that the disinflationary process has started. Our analysts project what’s a…
3 years, 8 months ago
Weekly Briefing: Resurgent Chinese Travel, US Debt Ceiling, MY Plantation Report Card
Our analysts discuss the impact of China’s re-opening across ASEAN in terms of growth and inflation; what we need to watch as the US hits its debt ce…
3 years, 8 months ago
Weekly Briefing: Undervalued ASEAN Gems, EV Plays
While fading re-opening tailwinds and interest rate hikes will weigh on growth in 2023, balanced by China’s Covid easing, our analysts discuss underv…
3 years, 9 months ago
The Investor: Indonesia Market Strategy
The Indonesian equity market was one of the best performing in Asia Pacific but may not be so in 2023 despite China’s re-opening and pre-election goo…
3 years, 9 months ago
Weekly Briefing: Who’s The Fairest Of Them All?
While ASEAN has been a defensive harbour for investors, the fortunes of individual markets would vary. Our analysts discuss supportive factors and po…
3 years, 9 months ago
The Investor: Leaping Or Slumbering Rabbit Year For Fengshui?
Master Ken Koh, founder of the House of Fengshui in Singapore discusses the fengshui outlook for the markets and businesses in 2023 - the good and th…
3 years, 9 months ago
The Investor: Positioning In A Year Of Two Halves And Permacrisis
Chan Han Chin, Portfolio Strategist at Maybank Investment Bank discusses the model portfolios that his team has created and how best investors should…
3 years, 9 months ago
Weekly Briefing: Transitioning, Gearing Up For 2023
As the Federal Reserve and European Central Bank meet respectively this week to decide on rates, our analysts look at what’s in store for ASEAN infla…
3 years, 10 months ago
In The Metaverse
Southeast Asia is expected to be ahead in the adoption of Web 3.0 and metaverse-related tools and technologies. We discuss the catalysts with Dhruv V…
3 years, 10 months ago
Weekly Briefing: 2023 Global & ASEAN Economic Outlook
Our analysts unpack their 2023 Year Ahead: Defensive Harbour report—forecasting a mild global recession with ASEAN-6 markets emerging as a defensive …
3 years, 10 months ago