Welcome!
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.
June 22, 2018
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
May 25, 2018
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.
August 07, 2017
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.
July 03, 2017
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.
May 12, 2017
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.
May 09, 2017
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.
May 02, 2017
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
April 27, 2017
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.
March 09, 2017
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
January 19, 2017