Singapore's Strong Rebound Will Raise Inflation, Strengthening SGD in 2H 2021
Real GDP likely grew 1.2% YoY in 1Q, & will grow 6.5% in 2021. CPI inflation will exceed 2% by mid-year, causing MAS to tighten policy in Oct21. We...
373 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
387 Views
Singapore Budgets for a Return to Normalcy Outside the Key Travel-Related Sectors
Despite an 8.8% YoY increase in total spending, the fiscal impulse will be contractionary in FY2021. Real GDP will grow 6%, but stay Underweight,...
403 Views
HK-Singapore - Our Money Is On HK
Expectations are that Hong Kong will expand by 4.2% and Singapore by 5% next year. Our out-of-consensus prediction is that economic activity in...
524 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views