Our Insights

Featured Insights

ASEAN: The Definitive Connector Economy in a Realigned World

21st November 2025

The shifting tectonic plates of the global economy, characterised by persistent trade fragmentation and the imperative of supply chain diversification, have elevated the Association of Southeast Asian Nations (ASEAN) into a new and definitive role: the "connector economy".

Malaysia's construction rebound

21st November 2025

Malaysia's healthy growth is finally being reflected in a post-Covid construction pickup.

We've charted the correlation of property and construction stocks on the Kuala Lumpur exchange (Bursa Malaysia) with new starts for residential property and retail space.

UK productivity and tax dilemmas ahead of Reeves' budget

17th November 2025

Chancellor Rachel Reeves will present the UK’s budget on Nov. 26. At the heart of her challenge is maintaining fiscal discipline while stimulating growth at a time of economic malaise.

Quants Corner

Quants Corner | Hanging Your Hat on Now Versus Then

30th January 2026

In this Quants Corner we are utilizing some of the nowcasts developed by CEIC which is part of ISI Global Markets’ Data & Analytics division. Using CEIC’s Inflation and GDP Nowcast series, we construct and evaluate macro-level factors as quantitative investment signals across multiple asset classes, including equity country indices, currencies, and investment-grade bonds.