China's Weak Domestic Demand Is Dragging Much of Asia into Recession; Stimulus No Help
It is only getting worse. China's imports contracted 8.5% YoY in May 2019 (the steepest decline in 3 years), and total vehicle sales contracted by...
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The Peril of 'Peak Supply' Analyses
Singapore listed REITs and Business Trusts have been reporting financial results and while we were perusing them, we couldn’t help but hark back to...
441 Views
Singapore Residential - Property Market Outlook - Green Shoots Emerging (Part 2 of 4)
In Part 2 of our 4 part series we address the outlook for the rental market for private residential: The URA’s rental price index for private homes...
2.4k Views
Singapore Residential - Property Market Outlook - Green Shoots Emerging (Part 1 of 4)
In Part 1 of our 4 part series we address the outlook for the sales market for private residential: Private home prices in the Outside Central...
566 Views
Singapore Banks: A Far Greater Perception-Reality Gap Compared with China Banks
We doubt there are many people who believe that China’s banks have especially safe corporate exposure. Few believe the low 1.8% NPL ratio that...
588 Views