Singapore: Potential Export-Led Upturn Ahead
PMIs indicate resilient manufacturing: The SIPMM PMI came in at 50.2 in Nov 16, up from 50.0 in Oct 16. The electronics PMI came in at 50.5 in...
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The Market Sentimentalist: Political Kill
2016's "Political Kill" season continues, making this year one of the most toxic for incumbent politicians we can ever recall.Monday saw Italian PM...
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Singapore: Labour Market Downturn Reflects Deteriorating Economic Reality
Bank lending turns positive after extended malaise: Total bank lending gained 1.0% y/y in Oct 16, up from a decline of 0.8% in Sep 16. Growth was...
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Singapore: Near-Term More Secure, but Gloom Is Justified for 2017
A technical recession can be ruled out, with retained imports of intermediate goods up over 20% MoM in October, suggesting that exports will...
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Inflation Outlook: Watch for Upside Surprises in Asia
Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these...
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