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...
336 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.
544 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...
12 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.
255 Views
Oversea Chinese Banking Corp.- Another Weak Print
OCBC: OCBC reported 4Q21 net profit decline of 20.5% QOQ due to increases in loss provisions and costs. Were it not for the improvement in...
245 Views