Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
OCBC Research notes that in late August 2026, China's economy is undergoing a bumpy transition from old to new growth engines, with July data showing soft domestic demand and structural investment weakness, while AI and advanced manufacturing provide…
Franklin Templeton's ETF and Indexing Insights report covers a broad range of topics including global diversification, emerging market opportunities, AI-driven market leadership, and country-specific analyses. Key themes include the potential for markets to…
Invesco argues that the current AI-driven market rally is supported by real demand for computing power, unlike past speculative booms. Strong earnings growth without corresponding hiring suggests productivity gains are materializing. The firm maintains a…
Schroders maintains a constructive stance on cyclical assets, upgrades gold to positive, re-establishes long USD positions, and retains negative views on credit spreads while staying tactically positive on government bonds. Key risks include inflation…
Nomura's analysis of AI's impact on Asia's labor market since the launch of generative AI models shows that AI-related hiring (131K jobs) has outpaced AI-related firings (61K jobs), indicating a net positive effect so far. However, the aggregate figures mask…
Mizuho Financial Group and China Development Bank have signed a memorandum of understanding to cooperate in commercial banking, aiming to enhance services for Japanese companies expanding in China and Asia, and to support the development of the Chinese and…
Mizuho Financial Group has signed a memorandum of understanding with the Industrial and Commercial Bank of China (ICBC) to enhance mutual cooperation in markets outside their home countries. This agreement aims to facilitate information exchange, business…
The FOMC minutes revealed upside inflation risks and potential policy tightening, while the US Treasury doubled buyback operations to support longer-dated bonds, easing yields. Tariff talks and US-Iran tensions added uncertainty. Markets saw modest equity…
J.P. Morgan sees supportive medium-term copper prices on tight mine supply, weak production, and electrification demand, though tariff uncertainty and China-US copper flows remain a key driver. Aluminum faces a potential lasting deficit with forecasts of…
OCBC Research's Daily Treasury Outlook highlights a global bond rout pushing long-dated Treasury yields to multi-decade highs, triggering a sharp selloff in US equities, particularly technology and semiconductor stocks. Geopolitical tensions between the US…
Franklin Templeton's August 2026 insights highlight shifting investment opportunities: the AI boom entering a phase favoring profit conversion, emerging Asia as an AI ecosystem hub, a selective recovery in European equities, improving global bank outlooks, a…
HSBC highlights the strategic appeal of Hong Kong and mainland China for international business expansion, underpinned by market scale, innovation, and policy support, while noting the need to navigate regulatory and cultural challenges.
OCBC Research's Daily Treasury Outlook for 18 Aug 2026 highlights a risk-off session in US equities due to geopolitical tensions and higher oil prices, with the S&P 500 declining 0.5%. Singapore's NODX surged 24.2% YoY in July, driven by a 112% jump in…
Pictet's report views healthcare as a dependable, growing sector with an attractive entry point after lagging broad equities, highlighting that listed and private healthcare form a complementary value chain rather than competing allocations, with private…
Westpac expects the US dollar to weaken gradually against major currencies through 2028, driven by structural fiscal headwinds and a narrowing US growth advantage, while the yen remains weak until late-2026 and Asian currencies, including the Singapore dollar…
OCBC's Daily Treasury Outlook for 17 Aug 2026 highlights a retreat in US equities from record highs amid geopolitical uncertainty and softer consumer data. US retail sales fell 0.6% MoM in July, the largest decline in 14 months, while core retail sales…
HSBC highlights Southeast Asia as a compelling region for business expansion, citing strong economic resilience, diverse markets, and robust connectivity. The report identifies key opportunities across Singapore, Malaysia, Indonesia, the Philippines,…
HSBC highlights the Americas as the richest opportunity set for international mid-market companies, citing US scale, Mexico's manufacturing and fintech growth, and Brazil's natural resources. It underscores the need for local expertise due to regulatory,…
UBS CIO expects the US dollar to soften over time amid fiscal concerns and moderating data, while recommending selective positioning in high-yielding currencies, gold, and broad commodities. The report highlights opportunities in GBP, NOK, AUD, NZD, CNY, and…
OCBC Research's Daily Treasury Outlook for 13 August 2026 covers mixed US equities with benign CPI data easing Fed hike concerns, while geopolitical risks persist. Key topics include China's PBOC reinterpreting loan growth signals, Indonesia's ethanol fuel…