Singapore
Highlights The Singapore dollar has come full circle and has cheapened massively in real terms. This has boosted the economy’s competitiveness. The country is attracting record amounts of FDI inflows. This should benefit manufacturing and new economy sectors, boosting productivity and income…
Cutting Through The Noise In Singaporean Exports…
Mind The Warning From Singapore’s Exports…
Singapore Is Sending A Bearish Signal For Bonds…
Risk Of Debt Deflation… Chart II-1Singapore: Deflation Is At The Door
Singapore: Deflation Is At The Door…
Feature An analysis on Singapore is available below. The plunge in global risk assets is occurring at such a breathtaking pace that any economic analysis is pointless at this time. Economic growth forecasts have been reduced to moving targets. In our latest report published two days ago, we…
Singapore: Monetary Easing Is Imminent Singapore’s stock market is at risk of selling off in absolute terms. However, the monetary authorities (MAS) will soon commence policy easing. This will differentiate Singapore from Hong Kong. While both Singapore and Hong Kong suffer from property and…
Highlights Like in any currency board, Hong Kong dollar money supply is not fully backed by foreign currency (FX) reserves. Yet, the Hong Kong authorities have large FX reserves to defend the currency peg for now. Regardless, mounting capital outflows and the ensuing currency defense will lead…
Another Downbeat Message For Global Manufacturers…
Please note that a Special Alert titled "Brazil: A Regime Shift?" discussing investment implications of the weekend elections was published on Tuesday. Highlights The combination of rising U.S. bond yields and slumping growth in EM/China heralds further downside in EM risk assets and…