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Global Economy
Two inflation scenarios: and what to do about them
Despite the increased inflation risks, we remain optimistic that our ‘good recovery’ scenario will play out.
April 01, 2021
Funds
JPMorgan offers alternative strategy fund to protect capital amid Covid-19 pandemic
Seeking attractive returns from traditional equity and fixed income strategies can be challenging amid the novel coronavirus (Covid-19) pandemic. Market volatility could easily wipe out the gains made, or worse still, erode capita
June 12, 2020
Global Economy
Bright spots to be found in bleak 2019 global growth outlook: Fitch
SINGAPORE (Jan 18): Fitch Ratings says decent US domestic demand and real GDP growth of over 6% for China are still two achievable scenarios in 2019, in spite of market concerns of a sharp downturn in growth this year.
January 18, 2019
China Focus
China's property market most at risk of a cash squeeze
HONG KONG/BEIJING (June 22): A mad scramble by Chinese property developers to build up their land banks is taking its toll on the industry’s creditworthiness, with builders singled out as having the highest risk of default as channels of credit tighten.
June 22, 2018
Commentary
When financial institutions are no longer built to serve
SINGAPORE (Oct 5): A gaping rift between Wall Street and Main Street remains even a decade on from the global financial crisis (GFC) as financial systems around the world continue to function without a core purpose, according to an associate editor and gl
October 05, 2017
Global Economy
China needs to act on $45 trillion of credit, says analyst
HONG KONG (Aug 3): China has made progress in slowing leverage in the economy, but still needs to do more with the total amount of financing expected to rise 13% this year, according to Autonomous Research analyst Charlene Chu.
August 03, 2017
Global Economy
Vietnam’s surprise rate cut may spur growth amid credit worries
HANOI (July 10): Vietnam’s surprise lowering of interest rates for the first time in three years may help to support economic growth, but raises credit risks in a nation still grappling with a hangover of bad debt.
July 10, 2017
Global Markets
Risky and complex US loan wagers are red hot in low-yield Asia
NEW YORK (May 19): Asia’s yield-hungry investors have a lot riding on the financial engineers of Wall Street.
May 19, 2017
Investing strategies
Why Bank of Singapore is remaining cautious on equities
SINGAPORE (March 14): Bank of Singapore (BoS) is maintaining its moderately defensive asset allocation stance with a preference for credit over equity, as a Fed hike in March is “all but certain” with two more hikes forecast to occur by end-2017.
March 14, 2017
Investing strategies
5 investment themes to prepare for the unexpected this year
SINGAPORE (Jan 10): Bank of Singapore (BoS) Chief Investment Officer (CIO) Johan Jooste is urging investors to adopt a cautious stance going into 2017, going “underweight” on risk assets and “overweight” in cash.
January 10, 2017