Singapore: Trade-Led Rebound Bodes Well for the New Year
Year-end fillip to growth: GDP increased 1.8% y/y in 4Q16, up from 1.2% in 3Q16. Full-year growth is estimated at 1.8% for 2016, down from 2.0%...
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Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
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Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
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Singapore: Good Reason for Optimism in 2017
Singapore in 2017: Good reason for optimism amid the challenges2016 was a bit of a dreary year for the city-state as economic growth slowed...
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Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
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