Singapore: Productivity-Led Cyclical Recovery Will Dampen Inflation, Ease Policy
Productivity is accelerating amid a machinery investment-led cyclical rebound. ULCs & inflation are declining, even as RGDP accelerates to 3.7%...
229 Views
Singapore: Signs of 'Dutch Disease' as Cyclical NODX Slumps Amid Property Surge
Productivity declined 1%YoY (avg) over last 8 quarters, as RGDP depended on 4.9%YoY employment growth. RGDP likely to grow 2% in 2024, reflecting...
360 Views
SIA Placement Lockup - Time for Another Trim of Its US$7bn Stake
Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon.
559 Views
ASEAN Banks Walked Diverging Paths to Recovery Post-Pandemic
The ASEAN banking sector’s credit profile has experienced differing credit trends post the COVID-19 pandemic. Although the initial recovery in the...
24 Views
The Market Leaders Hiding in Plain Sight
The long-term structure of global markets is seeing a loss of leadership by U.S. equities and emerging new leadership in Europe.
270 Views