Welcome!
OCBC Treasury Research and Strategy
Singapore economy
Analysts expect to see 'challenging' core inflation in 2023, further tightening cannot be 'ruled out'
All the analysts have kept their 2023 CPI forecasts unchanged.
January 25, 2023
Global Economy
The fight against food protectionism
By banning chicken exports, Malaysia joins a growing list of countries imposing protectionist measures. What can Singapore do?
May 26, 2022
Bonds and treasuries
Visiting bond markets in 2021 before night markets in 2022 (we hope)
An overview of key developments for a few local currency markets that can hopefully provide insight on what can happen in 2022.
December 03, 2021
Covid-19
Air link reopening with Singapore poised to benefit Malaysia’s tourism, trade and FDI: OCBC
The sector tourism sector will especially benefit from the reopening as tourists from China stay grounded.
November 09, 2021
Singapore economy
1Q2021 GDP growth a 'pleasant surprise', but further uncertainties abound
Given the growing uncertainty, economists are largely keeping their full-year 2021 forecasts intact for now.
May 28, 2021
Singapore economy
Singapore's 1Q21 GDP 'pleasant surprise'; economists mostly keep 2021 GDP growth forecast between 5.5% to 8%
Economics professor Jamus Lim says he is "quietly optimistic that" FY2021 GDP will fall on the upper end of the 4-6% range.
May 25, 2021
Broker's Calls
OCBC calls ‘buy’ on Yanlord despite poor 1H20 results
Yanlord is an established presence in 16 key high-growth cities within the six major economic regions of the PRC.
August 18, 2020
Broker's Calls
Staycations provide crucial life support for ASEAN tourism
"“If all the tourist-spot references have rekindled your itch to travel once again, it is proof that the industry will come back – one fine day." - Wellian Wiranto, OCBC
August 18, 2020
Singapore economy
Market watchers roll back 2020 GDP forecasts as virus spread intensifies
As a result of the virus, Maybank Kim Eng has revised its 2020 GDP growth forecast to 1.1% from the previous 1.8% , while OCBC has widened its 1-2% GDP growth forecast to 0-2%.
February 06, 2020
Broker's Calls
Why Wilmar is likely to weather the season of lacklustre CPO prices: OCBC
SINGAPORE (Mar 8): OCBC is highlighting Wilmar International as its top “buy” pick at a fair value estimate of $3.51 for its lower likelihood of being impacted by India’s recent import tax hike on crude palm oil (CPO), given its diversified business
March 08, 2018