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

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).

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.

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
Theresa May

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

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”.

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

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.

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.
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