Chinese economy

DBS Research bets Covid-19 recovery hopes on Covid-19 vaccine in 2021 - THE EDGE SINGAPORE

Broker's Calls

DBS Research bets Covid-19 recovery hopes on Covid-19 vaccine in 2021

Ten of the candidates are now in Phase 3 trials, with the first results coming out as soon as October.

China Focus

China moves boldly into the post-Covid era

China’s impending changes in economic strategy will have substantial effects on the global economy and geopolitical developments.

Emerging Markets

Emerging Markets hit a Covid wall

The Covid-19 pandemic and the retreat of globalisation have widened the financial fortunes between developed and emerging economies. Does it mean the end of an era of supercharged catch-up growth for EMs?

Emerging Markets

Can China save EMs again?

Investors should invest in gold as a hedge and invest in South Korean equities, while avoiding EM sovereign bonds due to low yield.

Geopolitics

How Dow Chemical is adapting to US-China decoupling

“I think the thing that is changing ... is the pivot from China as an export threat to China as a consumption opportunity.” - John Penrice, Asia Pacific president, The Dow Chemical Company

Currencies

Rise of the digital redback

China, one of the world's least cash intensive countries, moves one step closer towards a central bank digital currency.

Oil & Gas

Oil war may revive China's yuan ambitions

Russia’s falling out with the Organization of Petroleum Exporting Countries, at a time when a global coronavirus pandemic is wreaking havoc with the global economy, could still lay the ground for a historic shift.

China Focus

Shanghai retains trend strength

To help make these personal decisions the central government will probably offer some incentives for the “big men” to redeploy their capital in the domestic Chinese market rather than send it overseas.

Covid-19

After US$180 bil return, Norway fund makes no coronavirus bets

Norwegians marvelled as their piggy bank hit a 10 trillion-krone milestone exactly 50 years to the day after Norway discovered the oil that would fuel the country’s vast wealth.

Global review

Viral exposure: wider implications for the markets

China is a much bigger part of the global economy and markets than it was 17 years ago. China’s share of global trade also rose to 11% in 2018 from 5% in 2003, based on World Bank statistics.
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