ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation & The Fed, Yields, Financials and EM
Executive Summary OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift. Our original WTI peak base...
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Singapore Property: City-Fringe Living
In this insight, we run the numbers for the real estate market in Singapore’s city-fringe, and highlight some growth areas to take note of: More...
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DBS HK Vs STAN HK: Major Risk Differences
It continues to boggle the mind how high the level of bad loans at DBS HK is compared with all local banks and even with foreign banks like STAN...
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ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
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