consumption

Tech

Robots still missing from the largest part of Japan’s economy

TOKYO (June 22): Japan is famous as a land of robots, but most of those machines haven’t made their way off of factory floors.

Global Economy

Asian consumption on upward trend despite weak G7 growth in 2018: Oxford Economics

SINGAPORE (May 25): Relatively weak consumption growth is likely to persist across G7 nations this year, says Oxford Economics on the belief that the impact of a recovery in real incomes will be dampened by higher oil prices and waning wealth effects go

Broker's Calls

Amazon’s threat to Dairy Farm still limited for now: RHB

SINGAPORE (Aug 7): RHB Research continues to rate Dairy Farm International at “buy” with a target price of US$9.53 ($13), after the Jardine Group member last week announced a 7% in 1H earnings to US$213 million.

Broker's Calls

More cheer for ThaiBev as it gets high on beer

SINGAPORE (July 3): The worst is over for Thai Beverage in view of a marked recovery in Thailand’s beer consumption data, says RHB Research, which has maintained its "buy" rating on the counter with a $1.10 price target estimate.
Indonesia market

In print this week

6 consumer names to watch as Indonesia continues to grow

SINGAPORE (May 12): The economic data coming out of Indonesia appears to suggest investors should now be on the lookout for buying opportunities.

Global Markets

Western shoppers are fueling a revival for made-in-Asia goods

HONG KONG / NEW DELHI (May 9): Sanjay Janghala walks across a humming factory floor as 400 employees of Orient Craft Ltd. stitch together women’s blouses and embroidered dresses.

Top hedge fund turns to Australian cannabis firm for next bet

SYDNEY (May 2): Tribeca Investment Partners Pty, owner of the world’s best-performing hedge fund last year, has found its next stock pick: a tiny grower of cannabis.

Why weak 1Q economic data does not forebode a declining US economy

SINGAPORE (April 27): Even with the improvement of US household and business confidence, as indicated by the rebound in consumption-related soft data since the US presidential elections, ABN AMRO Group Economics is mindful that hard data has yet to catch

GLP clinches new leases in China, Japan

SINGAPORE (March 9): Logistics facilities provider GLP has signed 69,000 sqm of new leases in China and Japan over the past three months.

Citi investment theme for 2017

3 ways China’s semiconductor industry is set to transform global markets

SINGAPORE (Jan 19): Citigroup is expecting the republic’s semiconductor sector to become the global industry’s main growth driver in the years to come, given the trend of increasing demand and emerging opportunities for China’s semiconductor vendors
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