Singapore MAS - To Stay On Hold In 2019
We are underweight Singaporean equities. We would expect the MAS to maintain its current exchange rate policy stance through 2019 and would not be...
428 Views
Mildly Expansionary, but Socially Magnanimous While Staying Focused on Long-Term Competitiveness
Singapore's growth in 2017 and 2018 has been primarily productivity-driven, suggesting that the 5-year project of reducing dependence on foreign...
401 Views
Asian Exports - Ripple Out Effect
Asian exports ended 2018 on a weak note and got off to a rough start. Falling export prices, Taiwan export orders and Korean first 20 day shipments...
428 Views
Asian Exports - Rising But Set To Moderate
For now Asian export upcycle continues, underpinned by buoyant global demand. We suspect though the best maybe behind and that Asian overseas...
419 Views
Asia's Response To Mr Trump - Accelerated Regional Integration (Part 2)
Regional integration is Asia’s future as the North comes to grips with demographic challenges. Rising US protectionism and China’s Belt and Road...
400 Views