Our Insights

Curated news and insights covering emerging and developed markets directly from CEIC's analysts worldwide.  

Tracking the impact of fund flows on Malaysia’s currency
Reports

Tracking the impact of fund flows on Malaysia’s currency

Malaysia's ringgit has historically been known as a commodity currency, linked to prices for palm oil and hydrocarbons.
Examining the Polish zloty’s strength using trade-weighted exchange rates
Reports

Examining the Polish zloty’s strength using trade-weighted exchange rates

Poland's central bank held rates steady again, continuing its reluctance to join the eurozone in loosening monetary policy.
Kuala Lumpur’s office rents stay flat as workers slowly resume commuting
Reports

Kuala Lumpur’s office rents stay flat as workers slowly resume commuting

Owners of office buildings around the world are grappling with implications of the post-pandemic era, when many workers would rather log in from home than face a daily commute.
Early trade data from Seoul strikes an optimistic note for Asia
Reports

Early trade data from Seoul strikes an optimistic note for Asia

To get an early sense of trade patterns in eastern Asia, we can consider figures from one of the region's major exporters.
Nowcasting inflation in Brazil: a welcome stabilization for consumer prices
Reports

Nowcasting inflation in Brazil: a welcome stabilization for consumer prices

Consumer price inflation in Brazil did not worsen this month, according to the most recent projection from CEIC’s proprietary nowcast.
Equity fund inflows resume in Asia’s biggest economy
Reports

Equity fund inflows resume in Asia’s biggest economy

Chinese equity funds are adding net new money again, as we can see from fund flows compiled by our partners at EPFR.
Our newest nowcast suggests US payroll growth is set to decelerate
Reports

Our newest nowcast suggests US payroll growth is set to decelerate

US non-farm payrolls, one of the most reliably market-moving economic indicators in the world. It’s calling for payrolls growth to decelerate in June, slipping to 231,360 from 272,000 in May.
This high-frequency indicator showing a resilient US consumer in June
Reports

This high-frequency indicator showing a resilient US consumer in June

CEIC offers its users the Johnson Redbook Index, a high-frequency indicator that is generated by analyzing year-on-year same-store sales growth at large retailers. It’s showing a pickup in consumer spending this month – contrasting with the decelerating official retail sales data recently released for May.
Foreign investment floods into Singapore’s financial hub
Reports

Foreign investment floods into Singapore’s financial hub

Singapore has been a key hub for trading for decades, but its financial sector’s increasing importance – especially to American banking and insurance firms – pushed foreign direct investment to a record.
Watching air travel as Chinese tourism picks up
Reports

Watching air travel as Chinese tourism picks up

China’s tourists are traveling again, but the recovery is somewhat uneven -- depending on the destination. Flights to Japan are back at pre-pandemic levels, while flights to Singapore are increasing but haven’t yet reached that milestone. Meanwhile, flights to the US are just one-fifth of the 2019 trend.
Trade-weighting the Saudi riyal: “outperforming” the dollar, even though it’s pegged
Reports

Trade-weighting the Saudi riyal: “outperforming” the dollar, even though it’s pegged

Trade-weighted exchange rates aim to strip away the effect of the outsized strength of the dollar, gaining a more holistic perspective on an economy's interdependence with its most important trading partners. Saudi Arabia is an interesting case, given it pegs its currency to the greenback.
India’s equity fund inflows outperform the rest of emerging Asia
Reports

India’s equity fund inflows outperform the rest of emerging Asia

India had registered 16 consecutive months of positive equity fund flows as of April. In February, the $7 billion inflow was a record. The rest of emerging Asia saw outflows in 5 of those 16 months – almost one-third of the time. Meanwhile, India's share of the equity funds under management for emerging Asia surged above 40%.