Singapore: Export Headwinds
Singapore is regarded as a success story when it comes to the handling of the health crisis. Seventy-five percent of the economy has been reopened...
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Hong Kong - Fallout
We are underweight Hong Kong in our relative regional portfolio this year. The 2019 political crisis was exacting a heavy price on the economy and...
379 Views
Taiwan - The Surprise Outperformer
Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this...
318 Views
Singapore - Growing Headwinds
Advance 3Q GDP estimates disappointed on the downside. On the upside the Monetary Authority of Singapore (MAS) did deliver, reducing, in line with...
328 Views
Asian Resilience - Lies In Its Structural Strength
The recent data flow out of Asia has been weak whether it be Chinese industrial output, fixed investment or retail sales, Hong Kong tourist...
427 Views