Welcome!
economics
Global Markets
Danger Down Under: Yields drop with iron to fuel recession talk
SYDNEY/TOKYO (June 2): Whether or not the land Down Under snaps its two-decade-long streak without a recession, a glance at the charts shows this past week has been a "septima horribilis" (to purloin and tweak from Queen Elizabeth II) for the wo
June 02, 2017
Investing strategies
Put event risk at core of portfolio strategies, Eastspring tells investors
SINGAPORE (May 31): Liquidity is a double-edged sword, according to Virginie Maisonneuve, chief investment officer (CIO) of Eastspring Investments, a member of Prudential (UK).
May 31, 2017
Broker's Calls
3 property developers to snap up with the impending market uptick
SINGAPORE (May 30): Maybank Kim Eng Research is turning positive on Singapore’s property developers with expectations of a potential rebound in property prices, even without further policy easing.
May 30, 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
Global Markets
What to expect in UK markets when May pulls Brexit trigger
LONDON (March 14): The trigger of Article 50 is the event traders have been waiting for since the UK voted to leave the European Union. Yet as Prime Minister Theresa May approaches her end-March deadline for launching Brexit, there is no consensus on what
March 14, 2017
What Budget 2017 addressed, and what it didn’t, according to Maybank
SINGAPORE (Feb 22): Maybank Kim Eng maintains its 2017 gross domestic product (GDP) estimates at 2.5% following the release of the Singapore Budget 2017 on Monday , noting that this year’s Budget is “more conservative than expected”.
February 22, 2017
Commodities
How gold is the answer to investing in a low-interest rate world
SINGAPORE (Oct 26): Mohamed El-Erian, chief economic adviser (CEA) at Allianz, thinks there are many more consequences of ultra-low interest rates that have yet to play out for investors, and that gold is increasingly part of the solution to mitigating su
October 26, 2016
Focus on increasing productivity, not manpower: DPM Tharman
SINGAPORE (Sept 29): Singapore is no stranger to disappointing gross domestic product (GDP) growth and alarming unemployment figures of late.
September 29, 2016
With less near-term worries, China’s policymakers may think bigger for G20
SINGAPORE (Aug 29): HSBC Global Research believes China’s policymakers will be seeking to advocate a “more medium-term agenda” for the global economy in next week’s G20 Leaders Summit.
August 29, 2016