Asian Equities: Cyclical Return Patterns – a Long-Term Analysis
Asian markets' quarterly returns show varying upcycle and downcycle durations. We expect Korea, Taiwan, & Philippines to rise in Q4 25 while HK,...
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Singapore: Early to Ease Amid Receding Inflation, Helped by Productivity Rebound
Strong productivity growth reduces ULCs & inflation. S$NEER likely to depreciate further, inflation to stay below 2% in 2025, with RGDP growth of...
474 Views
Singapore: Signs of 'Dutch Disease' as Cyclical NODX Slumps Amid Property Surge
Productivity declined 1%YoY (avg) over last 8 quarters, as RGDP depended on 4.9%YoY employment growth. RGDP likely to grow 2% in 2024, reflecting...
532 Views
Gen AI Unleashes Hyper Demand for Data Centers
Singapore REITs face challenges from rising interest rates and economic downturns, while data center REITs are poised for growth driven by AI,...
637 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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