In this podcast, our chief economist, Selena Ling, discusses the Singapore property market, what the transition to Phase 3 will mean for GDP growth, and the upcoming MAS monetary policy meeting.

Why Libya’s production resumption tilts the oil market, and why we think metals will continue to face downward pressure.

These REITs capitalise on opportunities but for whose benefit and at whose expense? Tune in to find out more.

With the building risk-off momentum, we think energy and industrial metals are under pressure.

In this podcast, we touch on the developments on the Sino-US front and the on-track macro recovery in China as positives for the RMB. Further details and other positives, such as a seeming shift in official stance towards the RMB and yield differentials, are covered in our recently published FX Viewpoint - RMB: Still room to strengthen, available on our research website.

Given the imposition of cross border travel restrictions, the tourism industry across ASEAN countries has suffered a tremendous hit. Into the void comes the idea that domestic travellers, who cannot venture abroad, may offer some salvation in the meantime, bolstered by government stimulus incentives. We examine the potential for such help in a few countries here.

In March and April, we lowered the issuer profile of hospitality issuers under our coverage as international borders started closing, along with dampening travel demand. Five months on, how have SGD hospitality bond issuers fared? In this podcast, our credit research analyst, Ezien Hoo, discusses the opportunity and risks within this SGD bond sector.

Energy, base metals, agriculture - that is how we rank our bullishness among the sub sectors, in ascending order. Listen to find out more!

We are often led to believe that a Republican president will be USD-positive due to the perception that the president will more likely bring US macro outperformance. Historically, we find no systematic relationship between the USD performance and the winning president's party. Instead, we should consider whether a Trump or a Biden administration is better placed to address the current USD-negative drivers. Taking this approach suggests that a Biden administration may not be as USD-negative in the near term as you may believe.

Metals continue their run up, while energy sagged on a series of negative news. Agriculture looks like it may be the next outperformer.