Manufacturing Surge Is Tempering the Magnitude of Recession
We are revising up our forecast of Singapore's real GDP growth in 2020, to +1.5% (from -1% previously) because of the remarkable resilience of...
149 Views
Trade Ideas SG EU/US Focus REITs - The Orphaned Lot Is Starting to Look Interesting
In my previous insights on Singapore REITs I have spoken about a number of different sectors, however, I haven't spoken about the overseas focussed...
541 Views
Trade Ideas for SGREITs - Retail REITs Share Price Has Been More Resilient than It Should Be
In my previous insight, Singapore REITs - What’s Been Cooking This Year, I spoke about how the REITs overall have performed this year and touched...
698 Views
The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
460 Views
Keppel Corp Update - Implied Likelihood Up As Market Falls, Meaning...
....The Proxy Baskets Are In Free Fall.Since I wrote just four days ago, the market-implied likelihood that Keppel Corp Ltd (KEP SP) suitor Temasek...
608 Views