Singapore Equity Strategy: July 2025
From the macro perspective, we have been in favour of Retail REITS - high domestic liquidity supported by income, savings and government fiscal...
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Singapore Equity Strategy: June 2025
Singapore’s non-oil domestic exports (NODX) unexpectedly fell 3.5% y/y in May, the worst in seven months. The contraction was led by a slump...
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Singapore: Lawrence Wong Boosted by Mild Improvement in PAP Vote Share
PM Lawrence Wong led PAP to a bigger victory, winning 87 of 97 seats and 65.6% of votes, giving him a stronger mandate for policy-making. WP (a...
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Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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EM BY EM #16 Counting coppers and rating cuts
As we engage a pivotal juncture between DM rates approaching peak and China on the verge of descending into deflation, EM Macro is subject to...
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