Global review

Global review

China moves slowly and cautiously towards 2H2020 recovery, focusing on new infrastructure

SINGAPORE (May 29): As Europe and the rest of the world reopens for business after their lock-downs, governments and economists are studying the Chinese model.

Global review

Petronas moots oil and gas trust for OSV sector

(May 15): As crude oil prices remain under pressure, Malaysia’s national oil company Petroliam Nasional (Petronas) is pushing for a consolidation in the offshore support vessel (OSV) segment.

Global review

Gold unlikely to shine in this crisis

SINGAPORE (Apr 24): The team at CGS-CIMB Research believes gold is expected to rally a bit further from here, in line with the rebound in global equities.

Global review

The policy response and its implications

(Apr 9): In our 1Q2020 Macro Quarterly: The Next Decade in Asset Allocation, we discussed how the policy response to the next recession would create a new era for markets.

Global review

Encouraging signs are on the horizon

(Apr 9): The brunt of the damage done by the Covid-19 pandemic has shifted from Asia to Europe and the US in recent weeks. 

Global review

Opportunities in crisis: Finding 'diamonds' of China companies in the volatile rough

(Mar 27): The Chinese term for crisis 危机 (pronounced weiji) is composed of two characters, the first character means danger and the second character means opportunity which lends implications of a

Global review

Chinese retail's gradual recovery as malls reopen

SINGAPORE (Mar 20): Domestic demand is a much larger portion of the Chinese economy than during the GFC, and the Chinese consumer has become an important aspect of domestic demand.

Global review

China's belt and road plan is getting lashed by the coronavirus

(Mar 6): Chinese President Xi Jinping’s Belt and Road Initiative (BRI) has long been seen as a way to project China’s influence around the world.

Global review

The perpetual profit machine

(Mar 6): The cocktail party scene must be unbearable these days. If there were ever a time to brag endlessly about portfolio profits, this is it.

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