Research Reports
Equities
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The current macroeconomic and financial market environment remains supportive of income focused strategies. The deleveraging process that...
Source: Schroders
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Our checks with unlisted Singapore residential developers, mortgage specialists and consultants indicate that the private residential...
Source: Standard Chartered
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Amid the current market flux, we advocate a switch out of Reits to property developers with sizeable presence in China. Reiterate BUY on...
Source: Maybank Kim Eng
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Singapore
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Resale transaction volume fell sharply across all sub-markets on-quarter and on-year. Monthly resale volume stayed weak even till April...
Source: DTZ
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Speech at the Asian Bureau of Financial and Economics Research (ABFER) Opening Gala Dinner
Source: Ravi Menon, Managing Director, Monetary Authority of Singapore
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All three telcos reported 1QCY13 results within our expectations. In the search for yield, telco stocks have done very well, rising ...
Source: OCBC Investment Research
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Commodities
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We assume coverage on the Asean Agri-Commodities sector. We believe that risk-reward has turned favorable for supply chain players WIL...
Source: JP Morgan
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Commodity prices recently stabilised, but the latest weak global economic data raise a question mark over the path of commodity prices and...
Source: Barclays
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Into 2013, the commodities space would still be affected by the see-sawing of risk sentiments, with possible poor weather and immense...
Source: OCBC
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Economies - Asia
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Despite the recent correction, Thai, Philippine and Indonesian stockmarkets have all experienced robust returns in the past few years. It...
Source: Schroders
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QE tapering concerns have sparked a sharp equity pullback: the MXAPJ index has fallen 11 per cent from May highs to recent lows...
Source: Goldman Sachs
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In this issue we tally the rising cost of growth in China and Asia, which is hurting profits and returns. We also look at who needs China...
Source: Goldman Sachs
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Economies - Rest of World
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The recent downward revisions in the growth prospects of some EM economies don’t worry us much, as they are offset by upward revisions...
Source: Morgan Stanley
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Global financial markets were volatile in May. Yields in major global sovereign bond markets rose sharply over the month, with the 10-year...
Source: First State Investments
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The global economic engine continues to splutter, rather than fire on all cylinders, as a modest recovery in the US is offset by continued...
Source: Schroder Investment Management Limited
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