Singapore Property: City-Fringe Living
In this insight, we run the numbers for the real estate market in Singapore’s city-fringe, and highlight some growth areas to take note of: More...
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DBS HK Vs STAN HK: Major Risk Differences
It continues to boggle the mind how high the level of bad loans at DBS HK is compared with all local banks and even with foreign banks like STAN...
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ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
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ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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