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Macro Analysis / China

Grading the big pandemic test

This opinion post was originally published in Project Syndicate. The first one, between disease control and individual rights, is hard to avoid. European societies went for strict lockdown measures in the spring, and then all but ended social distanc...
Bruegel
Bruegel 27 November 2020
Grading the big pandemic test
Grading the big pandemic test
Macro Analysis / Singapore

Singapore’s manufacturing signals weak 4Q GDP

A -19.0% month-on-month (seasonally adjusted) plunge in Singapore's industrial production in October was much steeper than our -12.4% MoM forecast for the month. However, it isn't a complete surprise in view of two straight months of contraction in t...
ING Think
ING Think 26 November 2020
Singapore’s manufacturing signals weak 4Q GDP
Singapore’s manufacturing signals weak 4Q GDP
Macro Analysis / Global

Good news, bad news

If all you looked at was a headline equity index each day as a yardstick for what had happened the previous day, then this morning, you would probably have concluded that something moderately bad had occurred yesterday. The 3rd quarter US GDP figure...
ING Think
ING Think 26 November 2020
Good news, bad news
Good news, bad news
Macro Analysis / Philippines

Philippines: Authorities reign in spending in October; fresh fiscal stimulus bill on the horizon?

The Philippines recorded a budget deficit of PHP61.4bn for October although both expenditures and revenues fell for the month, down 6.8% and 12.8%, respectively. Expenditures over the past two months have slipped as the authorities hope to preserve f...
ING Think
ING Think 25 November 2020
Philippines: Authorities reign in spending in October; fresh fiscal stimulus bill on the horizon?
Philippines: Authorities reign in spending in October; fresh fiscal stimulus bill on the horizon?
Flash Report / China

Joyy fraud allegations imply more scrutiny for e-commerce firms

Counterfeit goods have long caused problems for China’s e-commerce goliaths. Now fake users may be the issue for Chinese video streaming company, YY Live, according to allegations by short-seller Muddy Waters. These charges have wider implications. T...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 24 November 2020
Joyy fraud allegations imply more scrutiny for e-commerce firms
Joyy fraud allegations imply more scrutiny for e-commerce firms
Global Themes / Global

Technology has dominated global equities, time to consider its risks

For years, mega Technology companies have grown faster and with higher returns on capital (particularly, in US$ terms), enjoyed wider equity valuation multiple expansion, and attracted greater fund inflows (the amplifying effect of passively managed...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 November 2020
Technology has dominated global equities, time to consider its risks
Technology has dominated global equities, time to consider its risks