SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Thematic (Sector/Industry)

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of Singapore’s 20 biggest Capital Goods stocks have business activities that span across Asia.Singapore lists the third biggest Capital Goods stock in Asia Pacific – Industrial Conglomerate, Jardine Matheson Holdings, which re-joined the STI in November. Over the past 12 months, Jardine Matheson Holdings generated a 15.7% total return, with 2016 turnover 70.6%…

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of Singapore’s 20 biggest Capital Goods stocks have business activities that span across Asia.Singapore lists the third biggest Capital Goods stock in Asia Pacific – Industrial Conglomerate, Jardine Matheson Holdings, which re-joined the STI in November. Over the past 12 months, Jardine Matheson Holdings generated a 15.7% total return, with 2016 turnover 70.6%…

Recent Resilience of the Capital Goods Industry

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China. 

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

Transport Sector, China and Asia-focused Research

Charles De Trenck

In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach Singapore has maintained.HK is stuffed on several levels – until prices have a significant correction.I think we could write a few tales on Singapore vs Hong Kong:1) SMRT vs HK MTRC… (see <a href="https://www.smartkarma.com/insights/mtr-66-hk-conviction-sell-thesis" target="_blank" data-smartkarma-citation="insights:7982">MTR (66 HK): Conviction Sell Thesis</a>) and other recent points on the MTRC)2) PSA vs HIT/Hutch and HK Ports…3) Singapore vs HK middle classes, and the oppression of high prices

In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach Singapore has maintained.HK is stuffed on several levels – until prices have a significant correction.I think we could write a few tales on Singapore vs Hong Kong:1) SMRT vs HK MTRC… (see MTR (66 HK): Conviction Sell Thesis) and other recent points on the MTRC)2) PSA vs HIT/Hutch and HK Ports…3) Singapore vs HK middle classes, and the oppression of high prices

The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal will play out, there is a high probability that the Korean people, with the approval of the National Assembly, may decide to select a new Korean President sometime in 1H17. There are three major candidates that could become the next Korean President, including Moon Jae-In, Ban Ki-Moon, and Lee Jae-Myung. <div class="content-highlight">Currently, we believe that at this point, Moon Jae…</div>

With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal will play out, there is a high probability that the Korean people, with the approval of the National Assembly, may decide to select a new Korean President sometime in 1H17. There are three major candidates that could become the next Korean President, including Moon Jae-In, Ban Ki-Moon, and Lee Jae-Myung. Currently, we believe that at this point, Moon Jae…

Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an app, Uber is new and great, but as a business model (matching people with cabs and car-pooling), this is an outdated concept in China. Hence, I’m not entirely surprised that the US company has failed to gain a foothold there.Here, I introduce a new mini-series about businesses, accounting, and investing practices within China experienced from the…

My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an app, Uber is new and great, but as a business model (matching people with cabs and car-pooling), this is an outdated concept in China. Hence, I’m not entirely surprised that the US company has failed to gain a foothold there.Here, I introduce a new mini-series about businesses, accounting, and investing practices within China experienced from the…

China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)

Hong Kong

Cathay Pacific Airways Limited operates scheduled airline services. The Company also provides related services, including airline catering, aircraft handling, and engineering.

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Cathay Pacific Airways (293 HK)

Recent Resilience of the Capital Goods Industry

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of...

Singapore Exchange Ltd (SGX)

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...

Control Risks

The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers

In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...

Charles De Trenck

Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?

With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal...

Douglas Kim

China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)

My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...

Valerie Law, CFA

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